Regional Marketing Specialist

The Regional Marketing Specialist role will accelerate our firm’s growth by providing execution leadership and support on marketing and sales strategies that help drive our advisor teams to achieve their growth goals. It’s a multifunctional position that’s built for a relationship driven, creative, and proactive individual who thrives on truly understanding advisors to help bring their “voice” and marketing goals to life.  

Wealth Enhancement Group is a dynamic, rapidly growing company focused on delivering customer intimacy at scale via comprehensive financial planning.  You’ll help the company, advisor marketing and advisor teams by planning and implementing both email and social campaigns, coaching teams through enhancing their client experience, and exposing opportunities to take their marketing to the next level.  

The salary target for this role is $60,000 - $8,000; this position is eligible for corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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 

Partner with Sr. Regional Marketing Specialists and Managers 

• Adhere to the recommended marketing plans as defined in partnership with the advisor team, and Sr. Regional Marketing specialist while staying in budget. These plans are built with a focus on the advisors’ business development efforts (client retention, appreciation, referral, team-level lead gen, etc.).  

• Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content 

• Submit requests on behalf of your teams for web enhancements, content and presentations needed along with helping to usher key collateral through the brand, creative and compliance departments. 

• Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives.  

• Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!) 

• While working with your teams and their marketing plans, on occasion they may request you help support an event they are hosting with execution such as venue selection, menu, av equipment/technology needs and on-site support (travel will be required)  

Advisor growth enablement 

• Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community. Help to document and create processes around successful new initiatives. 

• Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle. 

• Identify opportunities to create marketing solutions for broad use cases (nationwide) and collaborate with Product Marketing or content team to bring them to market. 

• Lead as a key Marketing point-of-contact for advisor teams, acting as a conduit between field and corporate Marketing resources.  

• Help oversee our team inbox and quickly resolve barriers to advisor team growth directly or by connecting advisor teams with appropriate corporate teams for resolution. 

• Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams. 

• Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities. 

Organic Growth team collaboration 

• Partner with colleagues in Marketing and other corporate departments to adopt and optimize processes to ensure we’re operating efficiently and effectively to support our firm’s rapid growth. 

• Engage in Organic Growth team meetings and events, sharing results and growth initiatives you’re supporting. 

• Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed. 

Educations/Qualifications

• BA/BS degree in Marketing, Communications or related field. 

• Minimum of 3 years of marketing or sales enablement experience required.  

• Financial services marketing experience is beneficial, but not required. 

• Good working knowledge of Word, Excel, Outlook, and PowerPoint. 

• Able to function in Wistia, Wrike, Canva and FMG Suite a plus!  

• Technical aptitude: Ability to learn new applications and technologies quickly. Proficiency in working with CRM systems required, Salesforce a plus.  

• Travel 2-10 times per year for business purposes. (depending on willingness to support team needs) 

• Excellent written and oral communications skills