Advisor, Marketing Operations & Enablement Manager

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Lead, coach, and develop Program Specialists, interns, and shared support resources through onboarding, performance management, prioritization, and professional development. • Establish clear service standards, workflows, operating procedures, and expectations that create consistency and accountability across Advisor Marketing. • Manage team capacity, service requests, and shared resources to ensure work aligns with departmental priorities and business demand. • Support Advisor Marketing leadership by preparing agendas, coordinating updates, organizing discussion topics, documenting decisions, and tracking action items for leadership meetings and operating reviews. • Develop leadership dashboards, summaries, presentations, and status updates that improve visibility into department priorities, risks, open decisions, and strategic initiatives. • Partner with department leaders to identify opportunities for operational improvements, shared-service expansion, and stronger cross-functional collaboration. • Foster a culture of accountability, operational excellence, continuous improvement, curiosity, and service that enables the team to scale effectively. • Own the Advisor Marketing resource ecosystem, including SOPs, playbooks, templates, toolkits, process documentation, and knowledge management. • Develop governance standards for creating, maintaining, organizing, reviewing, and retiring resources. • Capture and scale advisor marketing best practices into repeatable frameworks. • Reduce reliance on tribal knowledge through practical documentation, FAQs, workflow guides, and process maps. • Partner across teams to standardize workflows and improve operational efficiency. • Measure resource utilization, identify process gaps, eliminate duplication, and continuously improve operations. • Define success metrics and leverage insights to strengthen service delivery and team effectiveness. • Serve as the operational lead for Advisor Marketing platforms, vendor relationships, and marketing technologies. • Maintain platform documentation, training resources, access processes, vendor communications, and enhancement tracking. • Translate business needs into platform improvements, adoption strategies, and implementation plans. • Design and deliver scalable training, onboarding, quick-start guides, videos, FAQs, office hours, and workflow education. • Lead change management for new tools, processes, and platform enhancements through communication, reinforcement, and measurement. • Partner with Technology, Operations, Compliance, Creative, and vendors to improve platform performance and user experience. • Increase adoption by making tools intuitive, practical, and directly connected to advisor growth and client experience. • Champion responsible adoption of approved AI tools and emerging technologies. • Identify manual workflows that can be improved through AI, automation, or process redesign. • Build AI-enabled workflows, prompt libraries, templates, and repeatable use cases. • Apply AI to accelerate documentation, meeting summaries, training content, playbooks, campaign planning, and knowledge management. • Establish governance for AI usage, including quality control, compliance, and human review. • Measure AI adoption, gather feedback, and identify opportunities to improve speed, quality, accountability, and operational efficiency. • Scale successful AI workflows across the department through documentation, training, and continuous improvement.

🎯 Requirements

• Bachelor’s degree in Marketing, Communications, Business, Operations, or related field; or equivalent as demonstrated through experience, training, military experience or other education considered. • 4 – 6 years of experience in marketing operations, project management, enablement, advisor marketing, platform management, shared services, AI-enabled workflow improvement, or a related function. • 2+ years of people leadership, team lead, or direct management experience preferred. • Experience leading support teams, shared services, interns, contractors, vendor-supported resources, or cross-functional operating models preferred. • Experience in financial services, wealth management, advisor marketing, or a highly regulated environment preferred. • Strong project management and organizational skills with the ability to manage multiple priorities and drive work to completion. • Comfort working across multiple platforms such as Salesforce, FMG/AMP, Canva, Wistia, Wrike, Microsoft Teams, OneNote, SharePoint, Microsoft Copilot, ChatGPT Enterprise, Airia, or similar tools. • Practical experience using AI tools to improve productivity, documentation, research, content drafting, training, process improvement, workflow automation, or leadership preparation preferred. • Comfortable testing AI use cases, building prompts, documenting workflows, and training others on responsible AI usage. • Ability to balance innovation with judgment, compliance awareness, brand standards, and data/privacy considerations. • Strong written and verbal communication skills, including the ability to create clear documentation, training materials, stakeholder updates, leadership materials, and practical resources. • Ability to translate ambiguous business needs into structured workflows, resources, recommendations, or operating models. • Experience coordinating with vendors, technology teams, compliance, creative teams, operations, or cross-functional partners preferred. • Strong attention to detail with an ability to see both the big picture and the operational steps required to execute. • Curious, resourceful, and comfortable learning new tools, platforms, systems, and AI-enabled ways of working. • Ability to influence without authority and drive adoption through clarity, partnership, accountability, and practical enablement. • Ability to travel 2-4x a year

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 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 (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)