Advisor Marketing Manager

Stifel•St. Louis, MO

2d•Hybrid

About The Position

The Advisor Marketing Manager leads a team of Marketing Associates and Marketing Specialists who support Financial Advisors, branches, and home office associates with their marketing needs. This role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong advisor relationships, and effective execution of marketing initiatives. The Manager also identifies common advisor marketing needs and develops scalable, pre-approved marketing campaigns and resources that support advisor growth while improving efficiency across the department.

Requirements

Deep understanding and knowledge of marketing strategy, communication, and dissemination techniques and methods.
Strong customer service, interpersonal, communication skills, and attention to detail.
Highly organized individual, capable of handling a large volume of requests and tight deadlines.
Ability to work as part of a team or individually, depending on project requirements and scope.
Strong knowledge of the rules and regulations governing advertising in the securities industry.
B.S. or B.A. in Marketing or a related field, or a combination of education and experience.
7+ years related experience.
Extensive knowledge in Microsoft Excel, Word, PowerPoint, Outlook.
Experience with digital marketing and knowledge of digital strategies.

Nice To Haves

Experience with Adobe Creative Suite a plus.

Responsibilities

Manage, coach, and develop Marketing Associates and Marketing Specialists, providing direction, training, and performance feedback to support team growth and effectiveness.
Ensure Marketing Specialists build strong relationships with Financial Advisors, branches, and key stakeholders within their assigned regions, serving as trusted marketing partners and primary points of contact.
Guide team members on marketing best practices, project planning, campaign development, and effective management of advisor requests and initiatives.
Oversee team workload, prioritization, and resource allocation to ensure timely and high-quality support for advisor and home office marketing needs.
Identify recurring advisor marketing needs, emerging trends, and opportunities to create scalable solutions that can be leveraged across multiple advisors and branches.
Lead the development and implementation of pre-approved marketing campaigns, coordinating traditional and digital marketing tactics to create integrated advisor marketing solutions.
Partner with Marketing, Compliance, Digital, Brand, and other internal teams to ensure campaigns, resources, and recommendations align with firm standards and business objectives.
Monitor advisor feedback, marketing request activity, and campaign performance to identify opportunities for continuous improvement and enhanced advisor support.
Promote adoption of approved marketing tools, platforms, campaigns, and self-service resources to improve efficiency and consistency across the advisor experience.
Participate in department initiatives, process improvement efforts, and other marketing projects as assigned by leadership.