About Wealth Enhancement
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 75,000 households from our over 100 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’re seeking a strategic and organized Advisor Marketing Lead to evolve and scale our advisor support offerings. This role will lead key initiatives across performance analysis, process optimization, advisor engagement, and documentation. You’ll bring a blend of analytical rigor and creative problem-solving to continuously improve how we support financial advisors — ensuring offerings are impactful, scalable, and aligned to firm-wide goals.
This is a fully remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $105,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. 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.
Primary Job Functions
Innovate & Optimize Offerings
Drive continuous improvement of our advisor marketing support model through data analysis, advisor feedback, and industry insights.
Identify opportunities to scale through people, process, and technology enhancements.
Analyze organic growth performance and deliver actionable insights to leadership.
Create strategic content — including case studies, lookbooks, and presentations — to showcase advisor success and drive adoption.
Streamline Processes & Documentation
Oversee Salesforce campaign setup and assist with tracking results and oversee support ticket resolution, ensuring timely and high-quality remediation.
Build clear, centralized documentation and process workflows to improve internal efficiency.
Identify barriers to growth and help advisor teams and the advisor marketing team connect with the right corporate resources.
Advisor Engagement
Foster trusted relationships with advisor teams to gather feedback, understand evolving needs, and promote best practices.
Lead advisor surveys and translate insights into strategic recommendations.
Champion the voice of the advisor in cross-functional planning.
Team Collaboration and Future Growth
Partner closely with Marketing and cross-functional teams to align efforts and support firm-wide growth.
Actively contribute to team meetings and knowledge-sharing sessions.
Pitch in beyond your role as needed — we’re a collaborative, hands-on team.
Education/Qualifications
Bachelor’s degree (or equivalent experience) in Marketing, Communications, or related field.
Minimum of 5 years of marketing or sales enablement experience required.
Financial services marketing experience preferred.
Good working knowledge of Word, Excel, Outlook, and PowerPoint.
Technical aptitude: Ability to learn new applications and technologies quickly. Proficiency in working with CRM systems required, Salesforce a plus.
Travel up to 4 to 6 times per year for business purposes.
Data mindset – Review, observe and identify trends and make recommendations off of data
Ability to put yourself in an advisor’s shoes and understand the dynamics of their practice.
Tenacious about meeting and exceeding goals.
Excellent communication skills and exceptional customer service mindset. Persuasive, polished, and able to establish credibility quickly.
Graciously accepts and provides constructive criticism. Listens well, asks great questions.
Comfortable in ambiguity
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Lead level is $87,400.00 to 131,100.00.
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to 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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
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