Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We’re seeking a strategic and organized Advisor Marketing Manager |Enablement to lead and develop a team of 8 Marketing Specialists dedicated to delivering Wealth Enhancement's Premium+ (Paid Marketing Program).
The Manager ensures the program is delivered consistently, efficiently, and in alignment with growth objectives. In addition, this leader serves as the departmental point person for Canva workflow and approvals, helping maintain brand standards and streamline collaboration between Advisor Marketing and Creative.
This is a hands-on leadership role requiring clarity, decisiveness, strong communication, and a bias toward action and iteration over perfection.
The Manager will be responsible for building, scaling, and evolving the Premium+ offering to ensure it is impactful, repeatable, and sustainable across advisor teams. They will also contribute as part of the Advisor Marketing leadership team, collaborating across the department to support enterprise-wide initiatives, special projects, and shared resources that enable advisor team success.
This is a fully remote position with occasional travel (up to 15%).
In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Lead strategic oversight of the Premium+ (Paid Marketing) Program; build scalable, repeatable frameworks that enhance advisor team growth and client experience.
Continuously evolve the offering by gathering advisor feedback, piloting enhancements, and aligning with firm-wide marketing initiatives.
Use the program as a test-and-learn environment for new ideas and roll proven approaches into the Advisor Marketing Playbook
Manages marketing enablement by handling pitching and onboarding processes for newly joined advisor teams, working closely with M&A integration partners.
Ensure team adheres to recommended marketing plans as defined in partnership with the advisor team and marketing specialist while staying within budget.
Serve as a member of the Advisor Marketing leadership team, contributing to departmental strategy, decision-making, and team culture.
Collaborate across Advisor Marketing and cross-functional partners to deliver seamless program execution.
Act as point of contact for Canva workflow alignment with Creative.
Support Advisor Marketing initiatives beyond Premium+ as needed, including campaign enhancements, intranet oversight, case studies, and toolkit development.
Directly manage and develop a team of 8-10 marketing professionals, made up of Marketing Specialists.
Create SOPs and processes to ensure consistent, scalable, and impactful support across all regions.
Drive readiness through training, coaching, and adoption of internal systems and marketing platforms.
Foster a culture that is collaborative, candid, and fun, while also engaging in open conversations to drive growth or protect team.
Drives teams to adopt best practices, technology, centralized WEG offerings, and to streamline marketing offerings
Deliver actionable insights and reporting on program performance, ROI, and advisor team outcomes.
Lead Salesforce campaign tracking and marketing performance dashboards to measure growth, adoption, and engagement.
Maintain intranet resources and support updates to Salesforce support org, ensuring systems stay current and user-friendly.
Establish accountability mechanisms for the Regional Marketing Specialists and advisor teams to ensure marketing activities align with growth goals.
Research and stay informed on ideas within and outside the industry to make recommendations and bring new ideas to advisor teams.
Solicits requirements from advisor teams for enhanced client experience and growth (technology, content & process)
Bachelor’s degree or equivalent experience
5–8 years of experience in wealth management, financial services, or advisory practice marketing.
3+ years people management experience with proven success in coaching and developing high-performing teams.
Strong understanding of wealth management business operations, with expertise in at least two of the following: financial planning, client acquisition, practice management, business operations, marketing, or project management.
Demonstrated ability to lead change, influence stakeholders, and balance strategic vision with tactical execution.
Excellent communication, interpersonal, and presentation skills — with strengths in consulting, pitching, and building trust.
Technology savvy, with proficiency in Microsoft Office and experience with Salesforce, Canva, Wistia, FMG Suite, Wrike, and related platforms.
Ability to travel up to 15% to support advisor team engagements and corporate events.
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Manager level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
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Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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Wealth Enhancement Group is a financial advisory and wealth management firm that provides investment management, financial planning, and advisory services to individuals and businesses. The company serves affluent clients seeking comprehensive wealth management solutions.
Visit website$115,000 – $130,000
Base + Bonus
