Advisor Team Communications Lead

Wealth Enhancement Group

10d•$110,000 - $120,000•Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for an Advisor Team Communications Lead! This position plays a vital role in enhancing the effectiveness, clarity, and consistency of communications delivered to advisor teams. As a strategic communications partner and execution lead, you will ensure advisors receive timely, relevant, and actionable information aligned with firm priorities that supports their ongoing success. Success in this role requires exceptional organization, adaptability, and follow-through in a fast-paced, evolving environment. The Advisor Team Communications Lead owns the end-to-end communications process - from planning and stakeholder alignment to content creation, distribution, and measurement - and serves as a central point of coordination across the organization. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $120,000.00, exclusive of bonuses and benefits. 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.

Requirements

Bachelor’s degree (or equivalent experience) in Communications, Marketing, Business, Journalism, or a related field.
5+ years of experience in internal communications, corporate communications, or advisor support within the financial services industry.
Experience working on an advisor team is strongly preferred.
Strong understanding of financial advisory business models and advisor needs.
Exceptional writing, editing, and verbal communication skills.
Demonstrated success operating in fast-paced, high-growth, or rapidly changing environments where priorities shift frequently and execution speed is critical.
Proven track record of driving projects to completion with a high degree of ownership, accountability, and attention to detail.
Strong bias toward action and execution; capable of moving initiatives forward independently while managing competing priorities.
Exceptional organizational and stakeholder management skills, with the ability to influence across all levels of the organization.
Comfortable operating in ambiguity and able to adapt quickly as business needs evolve.
Experience with communication platforms (e.g., Microsoft 365, Mail Merges in Outlook, Teams Webinars, GoToWebinar, Salesforce, Wistia, intranet tools).
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality preferred

Responsibilities

Develop and execute internal communication strategies tailored to advisor needs.
Align messaging with corporate objectives and advisor engagement goals.
Collaborate with leadership to prioritize and schedule communications.
Serve as the operational owner of the advisor communications calendar, ensuring communications are coordinated and executed effectively across departments.
Own the execution of recurring advisor communications, including weekly newsletters, leadership updates, meeting communications, and other advisor-facing messaging.
Coordinate and execute weekly advisor webinar presentations, including agenda development, speaker preparation, content review, logistics, and follow-up communications.
Manage communication timelines and deadlines to ensure initiatives are delivered accurately and on schedule.
Drive communications projects from concept through completion, balancing multiple priorities and stakeholders.
Anticipate communication needs and proactively develop materials supporting advisor teams during periods of change, growth, or critical initiatives.
Create, edit, manage, and distribute high-quality content, including newsletters, announcements, FAQs, talking points, and presentations.
Translate complex financial or operational updates into clear, advisor-friendly language.
Maintain a consistent tone and voice across all advisor-facing materials.
Serve as the primary point of contact between corporate departments (such as Marketing, Compliance, Product, and Operations) and advisor teams.
Facilitate the flow of information and determine the best cadence, channel, and message to ensure advisors are informed of key initiatives, changes, and opportunities.
Gather feedback from advisors and relay insights to corporate stakeholders.
Maintain and enhance a systematic communication approval process.
Evaluate and enhance communication channels (e.g., website, email platforms, CRM) and innovative technology solutions.
Leverage AI tools to increase content speed, ensure consistency, surface new ideas, and streamline recurring communication processes.
Implement best practices for message delivery, frequency, and format.
Monitor communication effectiveness and recommend improvements based on data and feedback.
Support advisor onboarding and ongoing education through communication initiatives.
Coordinate with training and development teams to ensure alignment of messaging.
Promote advisor participation in firm-wide initiatives, events, and programs.
All other duties as assigned.

Benefits

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 – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)