Advisor, Marketing Consultant

🕒 Setembro 24

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $88.000 - $100.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🎯 Marketing

👻 Score fantasma 0%

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Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💸 Finanças

🛡️ Seguros

💰 $736.300 Funding Round em 2022-02

Finance • Insurance

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• Support a portfolio of financial advisor teams across the Northeast region • Develop and manage annual marketing plans and budgets aligned with advisor growth goals and regional priorities • Translate plans into advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes • Recommend marketing-budget usage, monitor utilization, and redirect spending when needed • Guide advisor teams in selecting suitable marketing programs, campaigns, tools, and services • Build trusted relationships and lead structured, growth-focused consultations • Challenge ineffective approaches, gain commitment to next steps, and hold teams accountable • Document risks and escalate stalled engagement or unresolved barriers to leadership • Review performance using Salesforce, firm dashboards, and approved reporting tools • Analyze net flows, Advisor Channel Inflows, client acquisition, retention, referrals, advisor activity, and marketing-strategy adoption • Use Salesforce to review advisor and client information, create targeted lists, support campaign decisions, and improve follow-up • Monitor vendor effectiveness and identify opportunities to redirect resources toward higher-impact activity • Identify successful advisor practices and translate them into reusable guidance • Co-own advisor accountability with Practice Management and coordinate with Advisor Marketing Specialists • Partner with Corporate Marketing, M&A marketing, onboarding teams, and other functional partners • Represent advisor marketing needs and regional growth opportunities in cross-functional forums • Maintain meeting notes, decisions, commitments, owners, risks, next steps, and advisor marketing plans in designated systems • Present regional insights, risks, opportunities, and recommendations to executive leadership approximately one to two times annually • Present to larger advisor audiences, including the Advisor Summit and company calls • Test and help scale approved AI-enabled tools and content approaches • Recommend improvements to scalable marketing programs • Own selected department projects, campaigns, pilots, and new client offerings • Travel approximately four to six times annually, including the department retreat, Advisor Summit, and advisor-team visits

🎯 Requisitos

• Five or more years of experience in marketing, sales enablement, practice management, field marketing, client success, or a related client-facing role • Ability to manage a portfolio of stakeholder or client relationships and concurrent priorities with limited oversight • Ability to influence and gain commitment to action • Comfort interpreting dashboards and business performance data, using CRM information to investigate opportunities, and translating findings into clear recommendations • Strong facilitation, presentation, and executive communication skills, including presenting to senior leaders and large advisor audiences, virtually and in-person • Ability to prioritize opportunities by business impact, establish accountability across stakeholders, and move complex issues toward resolution • Experience working across sales or advisor teams, marketing departments, and other corporate functions • Proficiency with CRM, reporting, project-management, and Microsoft 365 tools • Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience • Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry (Preferred) • Experience supporting financial advisors, sales professionals, or a distributed field organization (Preferred) • Experience with Salesforce or a comparable CRM platform (Preferred) • Experience using AI-enabled marketing or productivity tools within approved business controls (Preferred) • Candidates should ideally work in the Eastern or Central time zone • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefícios

• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Employer-paid and voluntary life and AD&D insurance • Employer-paid short-term and long-term disability • Workers compensation • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually; 25 PTO days after 4 years of service • 12 paid holidays each year, including 10 pre-determined and 2 floating days • Paid parental leave • Paid caregiver leave after 6 months of tenure • Tuition, licensing, and other credential reimbursement after meeting service requirements