UHNW (ultra-high net worth) Marketing Strategist to play a foundational role in building and advancing Wealth Enhancement's UHNW and Private Wealth Advisor Marketing capability while serving as a strategic marketing partner to UHNW advisor teams.
This role combines program development, strategic consulting, market expertise, advisor relationship management and cross-functional leadership. The Strategist will help define the marketing capabilities, programs and experiences required to support the evolving UHNW business while translating individual advisor growth ambitions into differentiated, actionable marketing strategies.
As a trusted partner, the Strategist will bring a strong marketing point of view, deep understanding of affluent audiences and sound business judgment. The role will connect advisor and client needs with enterprise capabilities, influence priorities across teams, and help move opportunities from strategy through implementation, measurement and scale. This role requires a proactive, action-oriented builder who is comfortable creating clarity in ambiguous situations, making sound decisions with incomplete information, and moving ideas quickly from concept to testing, learning, and implementation.
This is a fully remote. Please note that this position will primarily serve offices based in the Eastern Time Zone. While you do not need to be located on the East Coast, you must be available during regular EST/EDT business hours. Additionally, periodic travel is required based on advisor, business, and departmental needs. Travel may include advisor-team meetings, strategic planning sessions, client or prospect events, department meetings, and firm-sponsored gatherings. Roughly 4-6x per year for 2-3 days at a time.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $95,000.00 to $110,000.00, exclusive of bonuses and benefits. The role is also eligible to participate in the corporate bonus plan. 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
UHNW Marketing Strategy, Development & Implementation
- Help define and build Wealth Enhancement's UHNW Advisor Marketing strategy, operating model, capabilities and roadmap
- Translate advisor, client and business needs into prioritized marketing initiatives, programs and solutions
- Take ownership of developing, launching, testing, and refining new UHNW marketing programs, moving from concept to pilot with appropriate speed and limited oversight, then applying learnings to improve adoption and scale
- Partner across Content, Creative, Digital, Web, Events, Analytics, Experience, Product and Advisor Marketing to move strategic priorities from opportunity to implementation
- Balance the high-touch and customized needs of UHNW teams with the development of repeatable, scalable marketing capabilities
- Define and differentiate UHNW and Private Wealth target audiences, value propositions, service experiences and supporting marketing capabilities
- Identify and evaluate tools, technologies, partners and emerging approaches that could strengthen advisor growth, marketing effectiveness or the UHNW client experience
- Establish scalable frameworks, best practices and planning tools and identify successful approaches that can be replicated across UHNW and Private Wealth teams
Advisor Partnership & Strategic Consulting
- Serve as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams
- Build a deep understanding of advisor business objectives, client demographics, target markets, relationships, referral networks, growth ambitions and barriers to growth
- Lead strategic conversations that translate business objectives and market opportunities into focused marketing priorities and actionable plans
- Build trusted relationships with advisors and business leaders by bringing expertise, perspective, thoughtful recommendations and a clear marketing point of view
- Influence advisor commitment and maintain momentum by establishing priorities, monitoring progress and addressing barriers to execution
- Proactively identify opportunities, recommend a path forward, and initiate appropriate next steps without relying on advisors or leaders to define every action
- Partner with Advisor Marketing Specialists and cross-functional partners on execution while maintaining ownership of strategic direction, advisor communication, priorities and accountability
UHNW Marketing Strategy & Planning
- Develop and manage strategic marketing plans and budgets aligned with advisor business objectives, target audiences and growth opportunities
- Identify opportunities to deepen client relationships, strengthen market visibility, expand referral and center-of-influence networks, and attract ideal prospective clients
- Translate strategic priorities into defined initiatives, advisor commitments, timelines, budgets, ownership and measurable outcomes
- Recommend the appropriate mix of programs, campaigns, content, thought leadership, events, digital experiences and firm resources to advance advisor objectives
- Continuously evaluate business conditions, advisor priorities and performance indicators and adapt recommendations accordingly
UHNW Market, Client & Competitive Expertise
- Serve as a subject matter expert on UHNW audiences, affluent client engagement, relationship-based growth and advisor positioning
- Monitor evolving UHNW client expectations, market trends, competitive activity and emerging growth opportunities and translate insights into practical recommendations
- Advise teams on thought leadership, community presence, centers of influence, partnerships, client experiences and other strategies designed to strengthen credibility, relationships and influence with affluent audiences
- Bring the voice of advisors and UHNW clients into the development and evolution of Wealth Enhancement's marketing programs, resources and capabilities
- Connect enterprise resources and expertise with local market opportunities in ways that are relevant and actionable for advisor teams
Performance, Measurement & Optimization
- Use Salesforce, firm dashboards, advisor insights and approved reporting tools to evaluate marketing performance and business outcomes
- Analyze measures including net flows, client acquisition, referrals, advisor activity, audience engagement, event outcomes, marketing adoption and budget utilization
- Translate data and business context into actionable recommendations and identify opportunities requiring adjustment, additional investment or a different approach
- Establish measurement approaches that demonstrate the adoption, effectiveness and business impact of UHNW marketing initiatives
- Identify successful advisor practices and marketing strategies that can be documented, refined and scaled across UHNW and Private Wealth teams
Improve Service Quality by Using AI and Digital Tools
- Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment
- Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools
What Success Looks Like
Success in this role means both building a stronger UHNW Advisor Marketing capability and delivering meaningful value to individual advisor teams.
- A clearly defined UHNW Advisor Marketing strategy, roadmap and set of priorities are established and continue to evolve with the business
- New UHNW marketing programs and capabilities are successfully developed, tested, refined and scaled
- Advisor teams view the Strategist as a trusted business and marketing partner who brings expertise, perspective and direction
- UHNW advisor teams have focused marketing strategies aligned with their business goals, target audiences and market opportunities
- Advisors effectively leverage Wealth Enhancement's capabilities and make intentional marketing investments aligned with their highest-priority opportunities
- Advisor and client insights consistently inform the development of programs, resources and experiences
- Successful practices are identified and translated into repeatable approaches that benefit the broader UHNW business
- Cross-functional partners have clarity around UHNW marketing priorities, advisor needs and their role in supporting the business
- Marketing efforts demonstrate measurable progress toward advisor growth, client acquisition, referrals, engagement and relationship-building objectives
- The Strategist demonstrates sound judgment under ambiguity, makes timely recommendations, and adjusts course as new information becomes available
- Leaders, advisors, and partners experience the Strategist as a proactive owner who anticipates needs, removes barriers, and consistently drives work forward
Education/Qualifications
- Five or more years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role
- Demonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs, or growth initiatives
- Experience supporting high-performing professionals, business owners, advisors, executives, or client-facing teams
- Strong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioning
- Ability to build trust, influence decisions, and gain commitment without direct authority
- Ability to facilitate strategic discussions and confidently challenge conventional thinking when appropriate
- Experience developing and managing stakeholder relationships across multiple business functions
- Strong business acumen and ability to connect marketing recommendations to business outcomes
- Comfort interpreting data, dashboards, CRM insights, and performance trends to inform recommendations
- Strong presentation, facilitation, and executive communication skills
- Ability to manage multiple priorities while maintaining strong advisor and stakeholder relationships
- Proficiency with CRM, reporting, project-management, and Microsoft 365 tools
- Proven ability to create structure, establish priorities, and move work forward in an evolving or ambiguous environment
- Demonstrated bias for action and ability to make sound, timely decisions with incomplete information
- Bachelor's degree in marketing, communications, business, or a related field preferred (or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, or education)
- Experience within wealth management, private wealth, financial services, family office, banking, or a related industry
- Experience supporting affluent or UHNW client segments
- Understanding of centers of influence, business-owner marketing, executive audiences, multigenerational wealth conversations, and relationship-based growth strategies
- Experience working with Salesforce or comparable CRM platforms
- Experience leading marketing pilots, strategic initiatives, or cross-functional projects
- Experience utilizing data, technology, and AI-enabled tools to support marketing effectiveness and advisor growth
- Demonstrated experience building or launching a new program or business initiative all the way through to go-to-market within an evolving organization
#LI-REMOTE
#LI-AP1
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 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 6 employer paid and voluntary options
Short-term and long-term disability, workers compensation 6 employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, includin
