UHNW Marketing Strategist

Wealth Enhancement Group

12d•$95,000 - $110,000•Remote

About The Position

Wealth Enhancement is hiring a fully remote UHNW (ultra-high net worth) Marketing Strategist to build and advance its UHNW and Private Wealth Advisor Marketing capability while serving as a strategic marketing partner to advisor teams. The role combines program development, strategic consulting, market expertise, advisor relationship management, and cross-functional leadership. The Strategist will help define marketing capabilities, programs, and experiences for the evolving UHNW business and translate advisor growth ambitions into differentiated, actionable marketing strategies. The Strategist will serve as a primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams, connecting advisor and client needs with enterprise capabilities. The role requires strong marketing judgment, understanding of affluent audiences, proactive ownership, and comfort working through ambiguity. The Strategist will guide opportunities from strategy through implementation, measurement, and scale, and will partner with colleagues across marketing and other functions. The position is fully remote and primarily supports offices in the Eastern Time Zone. The employee must be available during regular EST/EDT business hours. Periodic travel is required based on advisor, business, and departmental needs, roughly 4–6 times per year for 2–3 days at a time. The stated base salary range is $95,000–$110,000, exclusive of bonuses and benefits. The role is eligible for the corporate bonus plan. The full salary grade for this level is $87,400–$131,100.

Requirements

Five or more years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role.
Demonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs, or growth initiatives.
Experience supporting high-performing professionals, business owners, advisors, executives, or client-facing teams.
Strong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioning.
Ability to build trust, influence decisions, and gain commitment without direct authority.
Ability to facilitate strategic discussions and confidently challenge conventional thinking when appropriate.
Experience developing and managing stakeholder relationships across multiple business functions.
Strong business acumen and ability to connect marketing recommendations to business outcomes.
Comfort interpreting data, dashboards, CRM insights, and performance trends to inform recommendations.
Strong presentation, facilitation, and executive communication skills.
Ability to manage multiple priorities while maintaining strong advisor and stakeholder relationships.
Proficiency with CRM, reporting, project-management, and Microsoft 365 tools.
Ability to create structure, establish priorities, and move work forward in an evolving or ambiguous environment.
Bias for action and ability to make sound, timely decisions with incomplete information.
Must be available during regular Eastern Time business hours.
Periodic travel, roughly 4–6 times per year for 2–3 days at a time, is required.
The position requires the ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems.

Nice To Haves

Bachelor's degree in marketing, communications, business, or a related field, or equivalent as demonstrated through work experience, training, military experience, or education.
Experience within wealth management, private wealth, financial services, family office, banking, or a related industry.
Experience supporting affluent or UHNW client segments.
Understanding of centers of influence, business-owner marketing, executive audiences, multigenerational wealth conversations, and relationship-based growth strategies.
Experience working with Salesforce or comparable CRM platforms.
Experience leading marketing pilots, strategic initiatives, or cross-functional projects.
Experience utilizing data, technology, and AI-enabled tools to support marketing effectiveness and advisor growth.
Demonstrated experience building or launching a new program or business initiative through go-to-market within an evolving organization.

Responsibilities

Help define and build the UHNW Advisor Marketing strategy, operating model, capabilities, and roadmap.
Translate advisor, client, and business needs into prioritized marketing initiatives, programs, and solutions.
Develop, launch, test, and refine UHNW marketing programs, progressing from concept to pilot and applying learnings to improve adoption and scale.
Partner with Content, Creative, Digital, Web, Events, Analytics, Experience, Product, and Advisor Marketing to move strategic priorities into implementation.
Balance customized, high-touch UHNW team needs with repeatable and scalable marketing capabilities.
Define and differentiate UHNW and Private Wealth target audiences, value propositions, service experiences, and supporting marketing capabilities.
Identify and evaluate tools, technologies, partners, and emerging approaches that could strengthen advisor growth, marketing effectiveness, or the UHNW client experience.
Establish scalable frameworks, best practices, and planning tools, and identify approaches that can be replicated across UHNW and Private Wealth teams.
Serve as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams.
Understand advisor business objectives, client demographics, target markets, relationships, referral networks, growth ambitions, and barriers to growth.
Lead strategic conversations that translate business objectives and market opportunities into focused marketing priorities and actionable plans.
Build trusted relationships with advisors and business leaders through expertise, perspective, recommendations, and a clear marketing point of view.
Influence advisor commitment and maintain momentum by setting priorities, monitoring progress, and addressing barriers to execution.
Proactively identify opportunities, recommend paths forward, and initiate next steps.
Partner with Advisor Marketing Specialists and cross-functional partners on execution while retaining ownership of strategic direction, advisor communication, priorities, and accountability.
Develop and manage strategic marketing plans and budgets aligned with advisor objectives, target audiences, and growth opportunities.
Identify opportunities to deepen client relationships, strengthen market visibility, expand referral and center-of-influence networks, and attract prospective clients.
Translate strategic priorities into initiatives with advisor commitments, timelines, budgets, ownership, and measurable outcomes.
Recommend an appropriate mix of programs, campaigns, content, thought leadership, events, digital experiences, and firm resources.
Evaluate business conditions, advisor priorities, and performance indicators and adapt recommendations.
Monitor UHNW client expectations, market trends, competitive activity, and growth opportunities, translating insights into practical recommendations.
Advise teams on thought leadership, community presence, centers of influence, partnerships, client experiences, and other strategies that strengthen credibility and relationships with affluent audiences.
Bring advisor and UHNW client perspectives into the development and evolution of marketing programs, resources, and capabilities.
Connect enterprise resources and expertise with relevant local market opportunities.
Use Salesforce, firm dashboards, advisor insights, and approved reporting tools to evaluate marketing performance and business outcomes.
Analyze net flows, client acquisition, referrals, advisor activity, audience engagement, event outcomes, marketing adoption, and budget utilization.
Translate data and business context into recommendations, identifying opportunities for adjustment, additional investment, or a different approach.
Establish measurement approaches that demonstrate adoption, effectiveness, and business impact of UHNW marketing initiatives.
Identify successful advisor practices and marketing strategies that can be documented, refined, and scaled.
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment.
Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off accrued annually, increasing to 25 days after four years of service.
12 paid holidays each year, including 10 predetermined and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
Reimbursement for tuition, licensing, and other credentials after meeting service requirements.
Eligibility to participate in the corporate bonus plan.