Director of Marketing, Wealth & Advisor Enablement - Remote

OneDigital

1d•Remote

About The Position

At OneDigital, we are on a mission to help people do their best work and live their best lives. We are a people-first culture that is wired for growth, driven to serve, and committed to having your back. The Director of Marketing, Wealth & Advisor Enablement is a strategic executor responsible for bringing the Wealth marketing vision to life. This role involves owning content, collateral, and enablement, while building scalable infrastructure for field teams and advisors. Reporting to the VP of Marketing, Financial Services, the Director translates strategy into action by developing national resources to help advisors grow their practices and serve clients effectively. The position requires building and maintaining a national library of content, playbooks, and enablement resources, working closely with field teams to understand advisor needs. While primarily focused on Wealth, the role also supports integration marketing for acquisitions and contributes to initiatives across Retirement and Executive Benefits to unify the Financial Services story. The ideal candidate possesses a builder mindset, connecting strategy to execution and creating structures for team effectiveness.

Requirements

7+ years of marketing experience in financial services, ideally in wealth management, RIA, advisory, or adjacent financial services sectors
Deep understanding of advisor/client acquisition journeys across B2B, B2B2C, and B2C motions
Proven ability to build scalable marketing processes, enablement programs, and content infrastructure
Experience supporting or partnering with field teams in a distributed model
Experience with marketing technology platforms (CRM, marketing automation, enablement tools like Seismic, etc.)
Understanding of compliance requirements in financial services marketing
Excellent project management skills with ability to manage multiple priorities and deliver on deadlines
Strong communication and cross-functional collaboration skills
Bachelor's degree in Marketing, Business, Communications, or related field

Nice To Haves

Experience with sales enablement content governance, platform adoption optimization, and driving engagement at scale
Experience supporting RFP and pitch processes, including proposal content and competitive positioning
Experience developing playbooks, process documentation, and operational marketing frameworks
Experience supporting M&A, integrations, or acquired-team onboarding
Comfort using AI tools to improve speed, quality, and execution

Responsibilities

Develop and produce national marketing content and collateral—pitch decks, one-pagers, case studies, thought leadership, and proposal content—that can be deployed and personalized for local markets
Manage content calendars and editorial planning for Wealth thought leadership, market commentary, and client-facing communications
Develop content, messaging, and creative assets that support demand generation campaigns in partnership with centralized teams
Support Workplace to Wealth marketing initiatives with content and enablement resources
Develop social media content and advisor amplification resources for field teams
Coordinate national speaking opportunities, conference sponsorships, and webinar execution and develop national content for field events
Liaise with Compliance to route, track, and secure approvals for all marketing materials, ensuring teams have access to compliant, ready-to-use resources
Use analytics to measure content performance and refine ongoing strategy
Partner with field marketing and enablement teams to understand their needs, gather feedback, and continuously improve national resources
Develop enablement resources—playbooks, presentations, talking points, campaign toolkits, and competitive positioning materials
Build and maintain a centralized content clearinghouse as a single source of truth for national content, ensuring field teams and advisors have easy access to consistent, high-quality, compliant resources
Help establish consistent marketing processes and resources that reflect the 'OneDigital Way'—giving field teams and advisors a unified experience regardless of location
Manage enablement platform content governance and drive adoption among advisors and field teams
Support RFP and pitch processes by ensuring teams have access to accurate, compelling, and compliant content
Build scalable, repeatable enablement processes and infrastructure that can be leveraged across Financial Services
Help craft M&A messaging narratives for prospective Financial Services firms
Support M&A marketing initiatives including always-on nurture campaigns, targeted outreach, and drip sequences
Partner with integration and field teams on onboarding, brand transition, and platform adoption for acquired teams
Develop scalable integration marketing frameworks and partner with field teams on execution—accelerating time-to-value, ensuring consistent messaging, and delivering a seamless experience for newly joined advisors
Partner closely with field teams—ensuring national programs are built with local execution in mind and that teams have what they need to succeed
Support cross-practice marketing initiatives that reflect OneDigital's integrated health, wealth, and benefits value proposition
Collaborate with Retirement, Executive Benefits, and other FS marketing leaders on shared initiatives
Work with other teams as needed to execute marketing programs
Create scalable workflows and processes that improve speed, consistency, and visibility across marketing and enablement