Specialist, Advisor Marketing
Blue Trust, Inc., Alpharetta, GA, United States
Position Overview
The Specialist, Advisor Marketing is responsible for executing and supporting the systems, tools, and resources that enable Blue Trust advisors and branches to effectively market their practices in alignment with the firm’s brand, strategy, and compliance standards.
This role serves as the operational bridge between National Marketing and the field, helping adapt national campaigns and storytelling into practical, easy-to-use resources that support consistent client experiences and local activation within defined guardrails.
This role focuses on building, organizing, and executing advisor marketing programs, ensuring resources are accessible, adopted, and continuously improved based on advisor feedback.
This role is accountable for ensuring advisor marketing resources are organized, accessible, and consistently used across the field.
The ideal candidate is highly organized, proactive, and service-oriented, with a strong ability to manage projects and support program execution in a scalable way.
Principal Accountabilities Advisor Activation & Program Execution
Build, organize, and maintain advisor marketing toolkits, templates, and resources
Help build and maintain advisor marketing playbooks
Ensure materials are current, accessible, and easy for advisors to use
Own the day-to-day execution and coordination of advisor marketing programs
Continuously improve resources to make advisor marketing simple, clear, and easy to execute
Adoption & Enablement Support
Support rollout of advisor marketing resources and campaigns
Assist in creating guides, tutorials, and onboarding materials
Execute adoption efforts and track usage, surfacing insights and opportunities for improvement to marketing leadership
Maintain structured feedback loops from advisors
Campaign Localization Support
Adapt national campaigns into advisor-ready materials within defined guardrails
Coordinate distribution and timing of campaign resources
Support standardized event and campaign frameworks
Advisor Platforms and Resource Management
Support advisor-facing platforms and ensure resources are organized and up to date
Coordinate with Marketing Technology and vendors on updates and improvements
Help manage templates, assets, and usage tracking
Contribute to reducing ad-hoc requests through strong self-service tools
Cross-Functional Support
Partner with internal teams to ensure alignment across campaigns, content, and events
Share advisor feedback and insights with marketing leadership
Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values
Understands the counsel and biblical basis upon which Blue Trust serves its client base.
Makes maintain highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
Measurement of Success
Increased advisor adoption of marketing tools and resources
Reduction in ad-hoc marketing requests
Consistent brand representation across advisor-led marketing
Positive advisor feedback on usability and effectiveness
Effective localization of national campaigns within defined guardrails
Requirements
Strong organizational and project management skills, with the ability to manage multiple workstreams and keep programs moving forward
Clear and effective communication skills, both written and verbal
Ability to build, organize, and maintain tools, templates, and resources with attention to detail
Working knowledge of marketing platforms and tools (social, email, DAM) or ability to learn quickly
Strong interpersonal skills with a collaborative, service-oriented mindset
Problem-solving ability with a proactive, \"figure it out\" approach
High attention to detail and ability to manage a high volume of moving pieces
Strong desire to support and serve advisor teams with excellence
Growth mindset with a willingness to learn, take feedback, and develop over time
Education, Experience & Skills
Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience) required
1–4 years of experience in marketing, communications, program coordination, or related roles
Experience supporting or working within a distributed team, sales organization, or client‑facing environment is a plus
Exposure to marketing campaigns, templates, or content execution preferred
Experience working with or coordinating vendors is a plus
Strong interest in marketing operations, advisor enablement, or program execution
Demonstrated ability to take initiative and follow through on projects
Travel Requirements Periodic travel (10–15%) to support advisor training, branch workshops, and key firm initiatives. Travel should directly support enablement objectives and be approved in advance.
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This role serves as the operational bridge between National Marketing and the field, helping adapt national campaigns and storytelling into practical, easy-to-use resources that support consistent client experiences and local activation within defined guardrails.
This role focuses on building, organizing, and executing advisor marketing programs, ensuring resources are accessible, adopted, and continuously improved based on advisor feedback.
This role is accountable for ensuring advisor marketing resources are organized, accessible, and consistently used across the field.
The ideal candidate is highly organized, proactive, and service-oriented, with a strong ability to manage projects and support program execution in a scalable way.
Principal Accountabilities Advisor Activation & Program Execution
Build, organize, and maintain advisor marketing toolkits, templates, and resources
Help build and maintain advisor marketing playbooks
Ensure materials are current, accessible, and easy for advisors to use
Own the day-to-day execution and coordination of advisor marketing programs
Continuously improve resources to make advisor marketing simple, clear, and easy to execute
Adoption & Enablement Support
Support rollout of advisor marketing resources and campaigns
Assist in creating guides, tutorials, and onboarding materials
Execute adoption efforts and track usage, surfacing insights and opportunities for improvement to marketing leadership
Maintain structured feedback loops from advisors
Campaign Localization Support
Adapt national campaigns into advisor-ready materials within defined guardrails
Coordinate distribution and timing of campaign resources
Support standardized event and campaign frameworks
Advisor Platforms and Resource Management
Support advisor-facing platforms and ensure resources are organized and up to date
Coordinate with Marketing Technology and vendors on updates and improvements
Help manage templates, assets, and usage tracking
Contribute to reducing ad-hoc requests through strong self-service tools
Cross-Functional Support
Partner with internal teams to ensure alignment across campaigns, content, and events
Share advisor feedback and insights with marketing leadership
Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values
Understands the counsel and biblical basis upon which Blue Trust serves its client base.
Makes maintain highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
Measurement of Success
Increased advisor adoption of marketing tools and resources
Reduction in ad-hoc marketing requests
Consistent brand representation across advisor-led marketing
Positive advisor feedback on usability and effectiveness
Effective localization of national campaigns within defined guardrails
Requirements
Strong organizational and project management skills, with the ability to manage multiple workstreams and keep programs moving forward
Clear and effective communication skills, both written and verbal
Ability to build, organize, and maintain tools, templates, and resources with attention to detail
Working knowledge of marketing platforms and tools (social, email, DAM) or ability to learn quickly
Strong interpersonal skills with a collaborative, service-oriented mindset
Problem-solving ability with a proactive, \"figure it out\" approach
High attention to detail and ability to manage a high volume of moving pieces
Strong desire to support and serve advisor teams with excellence
Growth mindset with a willingness to learn, take feedback, and develop over time
Education, Experience & Skills
Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience) required
1–4 years of experience in marketing, communications, program coordination, or related roles
Experience supporting or working within a distributed team, sales organization, or client‑facing environment is a plus
Exposure to marketing campaigns, templates, or content execution preferred
Experience working with or coordinating vendors is a plus
Strong interest in marketing operations, advisor enablement, or program execution
Demonstrated ability to take initiative and follow through on projects
Travel Requirements Periodic travel (10–15%) to support advisor training, branch workshops, and key firm initiatives. Travel should directly support enablement objectives and be approved in advance.
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