Advisor Team Communications Lead

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• Develop and execute internal communication strategies tailored to advisor needs. • Align messaging with corporate objectives and advisor engagement goals. • Collaborate with leadership to prioritize and schedule communications. • Serve as the operational owner of the advisor communications calendar, ensuring communications are coordinated and executed effectively across departments. • Own the execution of recurring advisor communications, including weekly newsletters, leadership updates, meeting communications, and other advisor-facing messaging. • Coordinate and execute weekly advisor webinar presentations, including agenda development, speaker preparation, content review, logistics, and follow-up communications. • Manage communication timelines and deadlines to ensure initiatives are delivered accurately and on schedule. • Drive communications projects from concept through completion, balancing multiple priorities and stakeholders. • Anticipate communication needs and proactively develop materials supporting advisor teams during periods of change, growth, or critical initiatives. • Create, edit, manage, and distribute high-quality content, including newsletters, announcements, FAQs, talking points, and presentations. • Translate complex financial or operational updates into clear, advisor-friendly language. • Maintain a consistent tone and voice across all advisor-facing materials. • Serve as the primary point of contact between corporate departments (such as Marketing, Compliance, Product, and Operations) and advisor teams. • Facilitate the flow of information and determine the best cadence, channel, and message to ensure advisors are informed of key initiatives, changes, and opportunities. • Gather feedback from advisors and relay insights to corporate stakeholders. • Maintain and enhance a systematic communication approval process. • Evaluate and enhance communication channels (e.g., website, email platforms, CRM) and innovative technology solutions. • Leverage AI tools to increase content speed, ensure consistency, surface new ideas, and streamline recurring communication processes. • Implement best practices for message delivery, frequency, and format. • Monitor communication effectiveness and recommend improvements based on data and feedback. • Support advisor onboarding and ongoing education through communication initiatives. • Coordinate with training and development teams to ensure alignment of messaging. • Promote advisor participation in firm-wide initiatives, events, and programs. • All other duties as assigned.

🎯 Requirements

• Bachelor’s degree (or equivalent experience) in Communications, Marketing, Business, Journalism, or a related field. • 5+ years of experience in internal communications, corporate communications, or advisor support within the financial services industry. • Experience working on an advisor team is strongly preferred. • Strong understanding of financial advisory business models and advisor needs. • Exceptional writing, editing, and verbal communication skills. • Demonstrated success operating in fast-paced, high-growth, or rapidly changing environments where priorities shift frequently and execution speed is critical. • Proven track record of driving projects to completion with a high degree of ownership, accountability, and attention to detail. • Strong bias toward action and execution; capable of moving initiatives forward independently while managing competing priorities. • Exceptional organizational and stakeholder management skills, with the ability to influence across all levels of the organization. • Comfortable operating in ambiguity and able to adapt quickly as business needs evolve. • Experience with communication platforms (e.g., Microsoft 365, Mail Merges in Outlook, Teams Webinars, GoToWebinar, Salesforce, Wistia, intranet tools). • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce and Support Org functionality preferred

🏖️ 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)