[Hiring] UHNW Marketing Strategist @Wealth Enhancement Group

Role Description

We're hiring an UHNW (ultra-high net worth) Marketing Strategist to play a foundational role in building and advancing Wealth Enhancement's UHNW and Private Wealth Advisor Marketing capability while serving as a strategic marketing partner to UHNW advisor teams. This role combines:

• Program development
• Strategic consulting
• Market expertise
• Advisor relationship management
• Cross-functional leadership

The Strategist will help define the marketing capabilities, programs, and experiences required to support the evolving UHNW business while translating individual advisor growth ambitions into differentiated, actionable marketing strategies.

This is a fully remote position, primarily serving offices based in the Eastern Time Zone. Periodic travel is required based on advisor, business, and departmental needs, roughly 4-6 times per year for 2-3 days at a time.

In the spirit of pay transparency, the base salary range for this position is $95,000.00 to $110,000.00, exclusive of bonuses and benefits. The role is also eligible to participate in the corporate bonus plan.

Qualifications

• 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
• Proven ability to create structure, establish priorities, and move work forward in an evolving or ambiguous environment
• Demonstrated bias for action and ability to make sound, timely decisions with incomplete information
• Bachelor's degree in marketing, communications, business, or a related field preferred
• 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 all the way through to go-to-market within an evolving organization

Requirements

• Help define and build Wealth Enhancement's UHNW Advisor Marketing strategy, operating model, capabilities, and roadmap
• Translate advisor, client, and business needs into prioritized marketing initiatives, programs, and solutions
• Take ownership of developing, launching, testing, and refining new UHNW marketing programs
• Partner across various departments to move strategic priorities from opportunity to implementation
• Balance high-touch and customized needs of UHNW teams with the development of repeatable, scalable marketing capabilities
• Identify and evaluate tools, technologies, partners, and emerging approaches
• Establish scalable frameworks, best practices, and planning tools
• Serve as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams
• Build a deep understanding of advisor business objectives, client demographics, and growth ambitions
• Lead strategic conversations that translate business objectives into focused marketing priorities
• Build trusted relationships with advisors and business leaders
• Proactively identify opportunities and recommend a path forward
• Develop and manage strategic marketing plans and budgets
• Identify opportunities to deepen client relationships and expand networks
• Serve as a subject matter expert on UHNW audiences and affluent client engagement
• Use Salesforce and reporting tools to evaluate marketing performance and business outcomes
• Establish measurement approaches that demonstrate the effectiveness of UHNW marketing initiatives
• Use approved AI and digital tools to improve service quality and increase efficiency

Benefits

• Training and professional development
• Medical, dental, and vision coverage (available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• 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 (available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)