Vice President, Advisor Journey Marketing

About the Role

Key Responsibilities

• Define and lead the advisor journey marketing strategy to support business growth, advisor acquisition, retention, and re-engagement.
• Architect and evolve the advisor lifecycle, identifying friction points, needs, and opportunities to enhance the end-to-end experience.
• Partner with sales, product, service, brand, and events to ensure a cohesive and integrated approach to advisor engagement.
• Represent marketing in firm-wide forums, growth planning, and executive-level discussions.
• Design and execute marketing programs tailored to key advisor segments: new advisors, existing & active advisors, disengaged advisors, and strategic partner advisors.
• Develop multi-channel engagement strategies that combine education, digital experiences, events, and content to support advisor growth and success.
• Drive the creation of advisor-centric content, tools, and resources that strengthen relationships and fuel business growth.
• Establish and track KPIs to measure advisor engagement, pipeline conversion, retention, and overall marketing effectiveness.
• Leverage marketing automation, CRM, and data analytics to inform strategies, optimize campaigns, and deliver personalized advisor journeys.
• Build, lead, and mentor a high-performing Advisor Journey Marketing team with a focus on innovation, collaboration, and results.
• Foster a culture of accountability, continuous learning, and cross-functional partnership.

Requirements

• Deep understanding of the independent financial advisor ecosystem.
• Proven success in designing and executing marketing strategies that drive measurable business outcomes.
• Strong leadership presence and experience leading cross-functional teams.
• Expertise in lifecycle marketing, segmentation, personalization, and digital transformation.
• Proficiency in marketing automation, CRM platforms (Salesforce, Marketing Cloud), and data-driven decision making.
• Strong knowledge of investment products, advisor business models, and wealth management trends is preferred.
• Demonstrated ability to translate data and insights into actionable strategies is preferred.
• 15+ years of marketing leadership experience, with at least 7+ years in a senior role, ideally within financial services, fintech, or wealth management.
• Experience managing complex, matrixed environments and multi-channel marketing programs.

Nice to Have

• Knowledge of investment products, advisor business models, and wealth management trends.
• Experience with digital, events, content, and thought leadership marketing.

Qualifications

• Bachelor's degree required; MBA or advanced degree preferred.
• 15+ years of marketing leadership experience.
• At least 7+ years in a senior role within financial services, fintech, or wealth management.

Benefits & Perks

• Health savings account, health insurance, dental insurance, vision insurance.
• 401(k) with 6% employer match, 401(k) matching.
• Gym membership, volunteer time off, career development/recognition.
• Hybrid work schedule, paid time/sick time off, medical/dental/vision plans with HDHP or PPO options, HSA employer contribution (HDHP only), fitness reimbursement.