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.

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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.