UHNW Marketing Strategist

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $95k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

👻 Ghost score 0%

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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

• Help define and build Wealth Enhancement's UHNW Advisor Marketing strategy, operating model, capabilities, and roadmap • Translate advisor, client, and business needs into prioritized marketing initiatives, programs, and solutions • Develop, launch, test, and refine new UHNW marketing programs from concept through pilot, learning, and scale • Partner with Content, Creative, Digital, Web, Events, Analytics, Experience, Product, and Advisor Marketing teams • Balance customized UHNW team needs with repeatable, scalable marketing capabilities • Define and differentiate UHNW and Private Wealth target audiences, value propositions, service experiences, and marketing capabilities • Identify and evaluate tools, technologies, partners, and emerging approaches • Establish scalable frameworks, best practices, and planning tools • Serve as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams • Understand advisor business objectives, client demographics, target markets, relationships, referral networks, growth ambitions, and barriers • Lead strategic conversations and translate business objectives into focused marketing priorities and actionable plans • Build trusted relationships with advisors and business leaders and influence commitment without direct authority • Develop and manage strategic marketing plans and budgets • Identify opportunities to deepen client relationships, strengthen market visibility, expand referral and center-of-influence networks, and attract prospective clients • Define initiatives, advisor commitments, timelines, budgets, ownership, and measurable outcomes • Recommend programs, campaigns, content, thought leadership, events, digital experiences, and firm resources • Monitor UHNW client expectations, market trends, competitive activity, and emerging growth opportunities • Advise on thought leadership, community presence, centers of influence, partnerships, client experiences, credibility, and affluent-audience relationships • Bring advisor and UHNW client insights into marketing programs, resources, and capabilities • Use Salesforce, firm dashboards, advisor insights, and approved reporting tools to evaluate performance and business outcomes • Analyze net flows, client acquisition, referrals, advisor activity, audience engagement, event outcomes, marketing adoption, and budget utilization • Establish measurement approaches and identify practices that can be documented, refined, and scaled • Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment • Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

🎯 Requirements

• Five or more years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role • Demonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs, or growth initiatives • Experience supporting high-performing professionals, business owners, advisors, executives, or client-facing teams • Strong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioning • Ability to build trust, influence decisions, and gain commitment without direct authority • Ability to facilitate strategic discussions and confidently challenge conventional thinking when appropriate • Experience developing and managing stakeholder relationships across multiple business functions • Strong business acumen and ability to connect marketing recommendations to business outcomes • Comfort interpreting data, dashboards, CRM insights, and performance trends to inform recommendations • Strong presentation, facilitation, and executive communication skills • Ability to manage multiple priorities while maintaining strong advisor and stakeholder relationships • Proficiency with CRM, reporting, project-management, and Microsoft 365 tools • Proven ability to create structure, establish priorities, and move work forward in an evolving or ambiguous environment • Demonstrated bias for action and ability to make sound, timely decisions with incomplete information • Bachelor's degree in marketing, communications, business, or a related field preferred, or equivalent as demonstrated through work experience, training, military experience, or education • Experience within wealth management, private wealth, financial services, family office, banking, or a related industry • Experience supporting affluent or UHNW client segments • Understanding of centers of influence, business-owner marketing, executive audiences, multigenerational wealth conversations, and relationship-based growth strategies • Experience working with Salesforce or comparable CRM platforms • Experience leading marketing pilots, strategic initiatives, or cross-functional projects • Experience utilizing data, technology, and AI-enabled tools to support marketing effectiveness and advisor growth • Demonstrated experience building or launching a new program or business initiative through go-to-market within an evolving organization • Availability during regular EST/EDT business hours • Ability to travel periodically, roughly 4–6 times per year for 2–3 days at a time • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ 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) • Corporate bonus plan eligibility • Fully remote work arrangement • Periodic travel opportunities for advisor-team meetings, strategic planning sessions, client or prospect events, department meetings, and firm-sponsored gatherings

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