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Advisor Marketing Manager

The Well · New York, NY, USA · Remote ·

Job type:
Full Time

Advisor Marketing Manager - Wealth Management Location: Remote (Ideally in Tennessee, Colorado, Arizona, South Dakota, Pennsylvania, or Mississippi) for some travel to a local office.
We're hiring an Advisor Marketing Manager on behalf of our client-a growing wealth management firm with 30+ advisors across 12 branch offices.
This role has one clear goal: help advisors grow organically. If you enjoy building marketing strategy with people and then rolling up your sleeves to get it done, we want to talk.
Why this role? Be the main marketing contact for 30+ advisors and help each one grow their business
Build an annual marketing plan with each advisor, with S.M.A.R.T. goals and a clear path to get there
Split your time between strategy and hands‑on work, running campaigns across digital, email, social, and print
Create the playbooks, templates, and tiered service model that let advisor marketing grow along with the firm
Work closely with the Director of Marketing, Business Development Manager, and Content Strategist
Visit branch offices in person to build real advisor relationships
What you bring: 5+ years of marketing experience, ideally working directly with clients or advisors on strategy
Financial services or RIA experience
Comfort coaching on strategy one minute and building the campaign or email yourself the next
Strong project management skills, with the ability to handle many advisors' plans at once without losing track of details
Relationship‑building instincts and excellent written and verbal communication
Familiarity with HubSpot and Redtail
Working knowledge of FINRA and SEC advertising compliance
A self‑starting, positive, solution‑focused approach that fits a remote‑first role
Bachelor's degree in Marketing, Communications, Business, or a related field (preferred)
What we offer: Remote‑first flexibility with regular branch travel
A high‑impact role reporting to the Director of Marketing
Ongoing professional development through conferences, webinars, and industry learning
A Monday-Thursday 8-5 schedule with 3:00 p.m. finishes on Fridays
The chance to shape how advisor marketing grows as new offices are added

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