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.
We are looking for a Senior Regional Marketing Specialist to accelerate our firm’s growth by providing marketing and sales strategies that help drive our advisor teams to achieve their goals.
Wealth Enhancement is a dynamic, rapidly growing company focused on delivering customer intimacy at scale via comprehensive financial planning. You’ll help the company, your region, and teams by removing obstacles to growth by implementing new campaigns, piloting new growth tools and client advice offers, and defining best practices to improve advisor team effectiveness.
This is a remote position with occasional travel required (4-6 times per year). Candidates located in the Eastern time zone are preferred.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $95,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team 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
Oversee and Manage Advisor Team Marketing Plans
Develop and manage annual marketing plans and budgets for advisor teams within a territory, with a focus on business development efforts
Align advisor team plan with corporate marketing initiatives in the region
Train advisor teams on how to use centrally provided marketing tools
Have a clear understanding of organic growth metrics using Salesforce reporting and develop action plans to continually optimize results
Actively manage key organic growth metrics region-wide and provide regular reporting to leadership
Accurately manage, track, and report on budgets and vendors within your territory
Research and stay informed on ideas within and outside our industry to make recommendations to your advisor teams
Advisor Growth Enablement
Foster strong relationships with financial advisors, highlighting success stories and best practices within the advisor community
Regularly educate and train advisors on marketing collateral, content and tools available to support all areas of the client lifecycle
Identify opportunities to create additional marketing solutions and collaborate with Product Marketing to bring them to market
Serve as the primary Marketing point-of-contact for advisor teams, acting as a conduit between field and corporate Marketing resources
Participate in new advisor team onboarding through mergers & acquisitions, helping new advisor teams seamlessly transition to Wealth Enhancement Group’s growth programs
Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities
Quickly resolve barriers to advisor team growth directly or by connecting advisor teams with appropriate corporate teams for resolution
Team Collaboration and Innovation
Regularly partner with colleagues in Marketing and other corporate departments to adopt and optimize processes to ensure we’re operating efficiently and effectively to support our firm’s rapid growth
Engage in Organic Growth team meetings and events, sharing results and growth initiatives you’re supporting
Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed
Education/Qualifications
Bachelor’s degree (or equivalent experience) in Marketing, Communications, or related field
Minimum of 4 years of marketing or sales enablement experience.
Financial services marketing experience is 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
Excellent written and oral communications skills
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 as the Specialist level is $79,200.00 to $110,900.00. However, the base salary range bolded above 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.
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