Director, Advisor Marketing
Core
Leads strategy and delivery of marketing capabilities to help financial advisors build stronger practices, deepen client relationships, and drive sustainable growth.
Role type
Director, Advisor Marketing (Strategic Leadership & Operations)
Builds
Modern advisor marketing model combining in-house agency services, scalable self-service tools, campaigns, content, and training enablement.
Domain
Financial Services / B2B Marketing / Sales Enablement
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Marketing strategy and execution, sales enablement marketing, client acquisition or recruitment marketing, building and leading high-performance teams, cross-functional stakeholder influence, translating field insights into marketing solutions, developing scalable self-service tools and content, driving adoption and training.
Preferred skills
Advisor or field relationship experience, Financial services industry and product knowledge.
Technologies
Marketing automation platforms, CRM systems, content management systems, campaign management tools.
Responsibilities
Lead advisor marketing strategy and service model across the advisor ecosystem; lead the in-house advisor marketing agency providing strategic counsel and execution; build a modern advisor marketing experience with Product Operating team; drive advisor marketing enablement and adoption; serve as the voice of the advisor within Marketing; connect Distribution and Marketing to translate business priorities into solutions; lead and develop teams responsible for lead generation, practice marketing, content, and education.
Seniority
Director, 10+ years management experience