Vice President, Advisor Growth Marketing

Sanctuary Wealth Group LLCMiami, FL
1hOnsite

About The Position

The Vice President, Advisor Growth Marketing is a senior strategic leader responsible for designing, executing, and scaling organic growth programs that drive measurable business outcomes for Sanctuary Wealth’s Partner Firms. This role serves as a trusted marketing and growth partner to elite independent advisory practices, translating a deep understanding of advisor business models, client dynamics, and competitive landscapes into high-impact growth initiatives. Reporting to the Chief Marketing Officer, this individual will lead digital marketing strategy, oversee lead generation platforms, and collaborate cross-functionally with practice management, business development, technology, and communications teams to deliver scalable, data-driven growth solutions. This role requires a minimum of 25% travel.

Requirements

  • 10–12+ years of progressive experience in marketing, growth strategy, or business development within wealth management or financial services
  • Proven experience working directly with independent financial advisors, RIAs, or transitioning advisors in a consultative capacity
  • Deep understanding of the independent advisory model, including P&L dynamics, client segmentation, and growth levers
  • Demonstrated expertise in managing and optimizing lead generation platforms and digital marketing programs
  • Experience managing and developing direct reports
  • Proficiency with CRM systems (e.g., HubSpot), marketing automation tools, and digital analytics
  • Strong executive presence with the ability to influence senior stakeholders
  • Excellent communication and presentation skills

Nice To Haves

  • Experience within an RIA aggregator, hybrid RIA, broker-dealer, or wealth management platform/TAMP
  • Knowledge of marketing compliance within financial services (FINRA, SEC advertising rules)
  • Experience across both traditional and digital marketing disciplines
  • Bachelor’s degree required; MBA or advanced degree preferred

Responsibilities

  • Serve as the primary growth marketing partner to Sanctuary’s Partner Firms, developing tailored strategies aligned to firm objectives and target client profiles
  • Build consultative relationships with advisors across all stages of the independent advisory lifecycle
  • Design and deliver scalable growth playbooks, toolkits, and repeatable programs to drive client acquisition, wallet share, and referrals
  • Partner with practice management to identify growth gaps and implement targeted marketing solutions
  • Own strategy, vendor selection, implementation, and performance management of lead generation platforms (digital advertising, SEO/SEM, etc.)
  • Establish ROI frameworks and adoption metrics across the partner network
  • Develop structured approaches for advisors to evaluate and optimize lead generation channels
  • Monitor emerging fintech, wealth, tech, and digital marketing trends
  • Lead, mentor, and develop a Senior Digital Marketing Analyst
  • Establish KPIs, dashboards, and reporting cadences to track effectiveness
  • Oversee execution across website strategy, social media, email marketing, paid media, and content marketing
  • Translate data insights into actionable recommendations for leadership and advisors
  • Partner across business lines to produce compelling, compliant marketing content and collateral
  • Drive multi-channel content strategies including social, newsletters, webinars, video, and events
  • Guide advisors in building and activating personal thought leadership platforms
  • Design scalable, network-wide marketing initiatives adaptable across firms and markets
  • Collaborate with business development on recruitment marketing strategies
  • Represent the growth marketing function at conferences, summits, and partner events
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