Since our inception in the mid-1990s we have based our organization on one principle: Do what's right for the client. By putting our clients first, we seek to provide comprehensive advice that is always in their best interests.    Our team structure—th...

Wealth Enhancement

About Wealth Enhancement 
 
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 75,000 households from our over 100 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 are looking for an Advisor Marketing Lead who will play a key role in enhancing our offerings, driving performance analysis, and building future-ready tactics. This role is critical in data analysis, overseeing support tickets, creating comprehensive documentation, and managing vendor relationships. Additionally, the Advisor Marketing Lead will operate as a champion in gathering feedback from our financial advisors to make strategic recommendations for continuous improvement. 
 
This is a fully remote position. 
 
In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $105,000.00, 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. 
 
Primary Job Functions 
 
Innovate & Optimize Offerings 
 


* Ensure offerings align with corporate marketing initiatives and that we are prepared and able to drive cohesive and impactful strategies with scale in mind
* Research and develop scalable improvements in people, processes, and technology
* Through surveys, advisor marketing team data and advisor feedback, ensure team is meeting and exceeding performance standards. Make recommendations where relevant
* Analyze and optimize organic growth metrics and provide actionable insights and regular reports to leadership
* Innovate and enhance offerings to meet the evolving needs of the company and industry best practices
* Assist with creation of case studies, lookbooks and presentations to highlight advisor team successes, and the value of our support. 
 
 

Support & Documentation 
 


* Oversee Salesforce campaign set up and support ticket response, ensuring timely and high-quality resolutions
* Build and maintain clear, accessible documentation on the intranet and streamline internal processes
* Define, create, and iterate process documents to ensure optimal speed and quality of services
* Quickly address and resolve barriers to growth by connecting advisor teams with the right corporate resources 
 
 

Advisor Engagement: 
 


* Foster strong relationships with financial advisors, showcasing success stories, look books and best practices
* Conduct advisor surveys to gather valuable feedback and make strategic recommendations for enhancing our offerings 
 
 

Team Collaboration and Future Growth 
 


* Partner with colleagues in Marketing and other corporate departments to optimize processes and support the firm’s rapid growth Actively participate in
* Organic Growth team meetings and events, sharing results and growth initiatives
* Serve as a collaborative partner, ready to assist with tasks beyond the usual scope as needed 
 
 

Education/Qualifications: 
 


* Bachelor’s degree (or equivalent experience) in business, marketing, graphic design, or related field
* 4 years' professional design experience
* Conceptual, original, and creative thinking skills
* Excellent design skills
* Proficiency in Adobe Creative Cloud required
* Financial services (or other heavily regulated industry) marketing experience preferred
* Experience working with a marketing automation platform (i.e. HubSpot, Salesforce Marketing Cloud) preferred
* Strong oral, written and presentation skills
* Proficient in Microsoft Office 
 
 

_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. Thus, the entire salary range for those who are classified as the Lead level is $87,400 to 131,100. 
 
_IND123 
 
Comprehensive Benefits Offerings 
 
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 participate in the following benefits & development opportunities: 
 

* Training and professional development
* Medical, dental and vision coverage (Available to 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.