Manager of Wealth Growth Marketing - Remote (CST, MST or PST)
About The Position
The Manager of Wealth Growth Marketing connects OneDigital’s national marketing capabilities with advisor growth across the West and Central regions. Using an advisor-first, consultative approach, the role partners with wealth advisors and teams to develop and execute growth plans, prioritize opportunities, strengthen prospecting practices, improve pipeline visibility, adopt AI-enabled solutions, and activate client, center-of-influence, and cross-practice referral strategies. Reporting to the Director, Financial Services Field Operations, the position works across field marketing, sales enablement, and growth operations. It adapts national programs for local markets, develops market-level campaigns where needed, and shares regional insights and successful practices with national teams to improve alignment between enterprise strategy and local needs. The role also supports advisor onboarding, program execution, event strategy, CRM use, and adoption of marketing and growth resources. Travel throughout the West and Central regions is required as business needs require. The role requires a bachelor’s degree in Marketing, Business, Finance, or a related field, or equivalent related experience, and at least six years of relevant experience. Applicants must be eligible to work in the United States without work visa or residency sponsorship. The nationwide typical base pay range is $85,000 to $110,000 per year. Eligible employees may also receive variable compensation, commission, and/or an annual bonus, as well as health, wellbeing, retirement, financial benefits, paid time off, applicable overtime pay, learning and development programs, reimbursement of job-related expenses, and possible employee perks and discounts.
Requirements
- Strong consulting and facilitation skills, including the ability to turn strategy into practical action and influence stakeholders without direct authority.
- Strong understanding of pipeline and funnel marketing, including lead management, conversion, opportunity progression, and pipeline visibility.
- Proficiency with Salesforce and experience using CRM data to evaluate activity, identify opportunities, and inform recommendations.
- Ability to interpret data, recognize patterns, diagnose barriers, and identify practices that can be standardized and scaled across markets.
- Ability to adapt enterprise programs to local-market needs while maintaining alignment with national strategy, standards, and priorities.
- Strong written, verbal, organizational, and relationship-management skills, including the ability to manage multiple stakeholders and priorities across a large geographic territory.
- Ability to travel throughout the West and Central regions as business needs require.
- Bachelor’s degree in Marketing, Business, Finance, or a related field, or equivalent related experience.
- At least 6 years of experience in field marketing, advisor marketing, growth marketing, sales enablement, revenue operations, or a related discipline.
- Experience in the wealth management industry and a strong understanding of the financial advisor role and advisor-led growth.
- Experience developing and executing marketing campaigns, including audience selection, segmentation, messaging, channel approach, and performance measurement.
- Eligibility to work in the United States without the need for work visa or residency sponsorship.
Nice To Haves
- Familiarity with the broader financial services landscape, including retirement plan consulting and nonqualified executive benefits solutions.
- Experience supporting referral programs, center-of-influence strategies, and advisor-led event strategies.
- Experience driving cross-practice or converged growth.
- Experience driving adoption of AI-enabled sales, marketing, prospecting, or revenue-intelligence tools.
- Familiarity with Seismic, ZoomInfo, intent-data platforms, marketing automation, and reporting tools.
- Experience supporting integration and onboarding of newly acquired or newly joined advisors and teams.
Responsibilities
- Consult with wealth advisors on high-impact growth opportunities and translate national marketing programs into practical, locally relevant activation plans.
- Partner with advisors to build growth plans and connect them with appropriate campaigns, tools, content, programs, and enablement resources.
- Drive adoption of growth-enablement platforms and approved AI and convergence solutions through individual and small-group enablement.
- Adapt national campaigns and marketing assets for local markets, and develop local campaigns and activations when national programs do not address regional opportunities.
- Help advisors use AI-enabled tools and digital coworkers in prospecting to identify opportunities, prioritize outreach, and build consistent business development practices, while reinforcing responsible use, data quality, and compliance requirements.
- Use CRM data, performance indicators, and field insights to monitor campaign participation, lead response, opportunity progression, advisor engagement, technology adoption, referral activity, and event outcomes; identify execution gaps and recommend actions.
- Support consistent execution of the Workplace to Wealth program by reinforcing standards, lead-management processes, follow-up expectations, and CRM requirements; monitor opportunity progression and help address execution barriers.
- Enable advisors to develop and activate client, center-of-influence, and cross-practice referral strategies, recognize growth opportunities, and engage appropriate partners for warm introductions and referrals.
- Advise advisors and market leaders on event strategy, including seminars, webinars, sponsorships, client appreciation programs, center-of-influence events, and other prospecting initiatives.
- Support event planning by advising on audience selection, engagement objectives, lead capture and follow-up, and measures of success.
- Support integration and onboarding of newly acquired and newly joined advisors and teams by connecting them with marketing programs, growth resources, and enablement opportunities.
- Connect field teams with national teams by sharing resource gaps, advisor feedback, local-market intelligence, and successful practices that can be scaled.
- Help national teams strengthen campaigns, resources, technology investments, and enablement priorities while maintaining alignment between enterprise strategy and local-market needs.
Benefits
- Health benefits
- Wellbeing benefits
- Retirement benefits
- Other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Learning and development programs
- Reimbursement of job-related expenses per company policy
- Employee perks and discounts may be available
- Variable compensation, commission, and/or annual bonus may be available for eligible roles
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What This Job Offers
Job Type
Full-time
Career Level
Manager
