Senior Regional Marketing Specialist

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 80,000 households from our over 140 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.

The Senior Regional Marketing Specialist (SRMS) plays a critical role in accelerating Wealth Enhancement’s growth by delivering high-impact marketing strategies and execution across a defined territory. This role blends relationship management, strategic planning, and hands-on marketing implementation to support advisor teams in achieving their growth objectives. Working closely with Regional Practice Management team, Marketing Activation Specialists, and the broader Marketing team, the SRMS serves as the lead marketing partner for advisor teams—bridging local needs with firm-wide initiatives.

This position is ideal for a proactive, creative, and relationship-driven individual who thrives on inspiring advisors, piloting new solutions, and embracing AI tools to drive smarter, more scalable marketing.

This is a fully remote position, with a preference for candidates in central, mountain, or pacific time zones.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary bonus plan. 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

Advisor Team Marketing Strategy & Execution

• Develop and manage annual marketing plans and budgets for advisor teams, aligned with our models, firm-wide goals and regional strategies.

• Partner with Regional Practice Management and Marketing Activation Specialists (as needed) to deliver a coordinated support experience.

• Collaborate with Corporate Marketing to integrate brand campaigns, digital tools, and lead generation initiatives.

• Monitor key growth metrics (client acquisition, retention, referrals) in Salesforce and other dashboards; adapt strategies accordingly.

• Track and report budget use and vendor effectiveness across all advisor teams in territory.

• Pilot and scale AI-driven tools and content strategies to improve efficiency and personalization.

Advisor Marketing & Relationship Management

• Foster deep, trusted relationships with advisor teams, understanding their goals, growth levers, and market dynamics.

• Educate advisors on marketing models, tools, programs, and campaigns that support their client and prospect engagement strategies.

• Identify advisor success stories and translate them into best practices to share across the organization.

• Serve as the day-to-day marketing contact for advisor teams, coordinating with corporate functions to remove barriers and unlock growth.

• Support M&A transitions by partnering with onboarding teams to engage new advisors early and set the foundation for success.

Strategic Collaboration & Growth Operations

• Coordinate regularly with Regional Practice Management team to prioritize growth opportunities and align advisor support in territory.

• Engage in structured collaboration with Marketing Activation Specialists to drive consistency and reduce duplication (where needed for teams on + models)

• Represent advisor marketing needs and opportunities in cross-functional forums and Organic Growth team initiatives.

• Contribute to the design and enhancement of scalable marketing programs that reflect field feedback and data insights.

Team Contribution & Innovation

• Contribute to Organic Growth team meetings, sharing results, tools, and strategies that are working within your territory.

• Embrace and evangelize the use of AI tools to automate tasks, personalize outreach, and track effectiveness.

• Take ownership of key marketing projects that further elevate the advisor experience.

• Participate in team-wide campaigns, strategic pilots, and the roll-out of new client offerings.

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in Marketing, Communications, or related field.

• Minimum 4 years of marketing experience; financial services preferred.

• Experience working cross-functionally with sales/advisor teams and marketing departments.

• Proficient with CRM tools (Salesforce preferred) and Microsoft Office Suite.

• Comfortable learning and applying new technologies; AI tool experience a strong plus.

• Strong verbal and written communication skills; presentation experience preferred.

• Proven ability to manage multiple projects and relationships simultaneously.

• Willingness to travel 4–6 times per year.

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. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $79,200.00 to $110,900.00.  However, the base salary range bolded above ($80,000.00 to $90,000.00) is what we expect to pay as a starting range for this position.

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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.