Role Summary

The Advice Growth, Senior Manager is a critical member of the Advice & Client Product Marketing team that will support the execution of the Individual Investors (II) Advice Strategy. We're seeking a dynamic professional who can lead the marketing strategy, positioning, and go-to-market execution of our advice offers. This role will also support the development of key business requirements for strategic initiatives and identify engagement tactics that drive greater client adoption of key services and offers.

Responsibilities

• Own advice offer development, synthesizing market, client, and performance insights into clear recommendations; develops robust business cases for high-conviction offer components.
• Support go-to-market strategy execution for advice offers by partnering with segment marketers, sales, client experience teams to ensure differentiated positioning.
• Conduct and interpret wealth management market and competitive assessments, developing insights and recommendations around growth opportunities, pricing strategies, and overall competitive positioning.
• Monitor the health of the advice offer suite, identifying enhancement opportunities based on adoption trends, and evolving market dynamics.
• Define business requirements for strategic growth capabilities, collaborating with cross-functional partners to prioritize, design, and implement new capabilities that support long-term growth objectives.
• Design, test, and refine client engagement strategies that increase conversion into advice offers; partners with key stakeholders (segment marketers, data analytics) to assess and continuously improve outcomes.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of relevant work experience
• Demonstrated success leading complex, cross-functional strategic initiatives from concept through implementation

Preferred:

• Experience in Wealth Management, including marketing, go-to-market strategy, sales or management consulting
• MBA or advanced business degree
• Proven ability to collaborate effectively across functions such as market research, marketing, sales, advisory, and client experience
• Experience developing and executing data-driven client engagement and conversion strategies

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$122,000.00 - $209,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$135,000.00 - $230,000.00 for the location of: Washington, D.C.
$153,000.00 - $261,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:
08/30/2026

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.