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)
Builds
Modern advisor marketing model combining in-house agency support, scalable self-service tools, and enablement programs.
Domain
Financial Services / B2B Marketing / Sales Enablement
Required skills
Marketing strategy, sales enablement, client acquisition, recruitment marketing, team leadership, stakeholder influence, cross-functional partnership, campaign activation, content strategy.
Preferred skills
Advisor or field relationships, Financial services industry knowledge, MBA or advanced degree.
Technologies
N/A
Responsibilities
Lead advisor marketing strategy and service model; manage in-house advisor marketing agency; build modern advisor marketing experience with Product team; drive marketing enablement and adoption; serve as voice of the advisor within Marketing; connect Distribution and Marketing teams; lead and develop teams for lead generation and practice marketing.
Seniority
Director, 10+ years management experience