The Well

Advisor Marketing Manager – Wealth Management

Location: Remote (Ideally in Tennessee, Colorado, Arizona, South Dekota, Pennsylvania, or Mississippi) for some travel to a local office.

Compensation: $90,000–$105,000 salary

We’re hiring an Advisor Marketing Manager on behalf of our client—a growing wealth management firm with 30+ advisors across 12 branch offices.

This role has one clear goal: help advisors grow organically. If you enjoy building marketing strategy with people and then rolling up your sleeves to get it done, we want to talk.

Why this role?

• Be the main marketing contact for 30+ advisors and help each one grow their business
• Build an annual marketing plan with each advisor, with S.M.A.R.T. goals and a clear path to get there
• Split your time between strategy and hands-on work, running campaigns across digital, email, social, and print
• Create the playbooks, templates, and tiered service model that let advisor marketing grow along with the firm
• Work closely with the Director of Marketing, Business Development Manager, and Content Strategist
• Visit branch offices in person to build real advisor relationships

What you bring:

• 5+ years of marketing experience, ideally working directly with clients or advisors on strategy
• Financial services or RIA experience
• Comfort coaching on strategy one minute and building the campaign or email yourself the next
• Strong project management skills, with the ability to handle many advisors’ plans at once without losing track of details
• Relationship-building instincts and excellent written and verbal communication
• Familiarity with HubSpot and Redtail
• Working knowledge of FINRA and SEC advertising compliance
• A self-starting, positive, solution-focused approach that fits a remote-first role
• Bachelor’s degree in Marketing, Communications, Business, or a related field (preferred)

What we offer:

• $90,000–$105,000 base salary
• Remote-first flexibility with regular branch travel
• A high-impact role reporting to the Director of Marketing
• Ongoing professional development through conferences, webinars, and industry learning
• A Monday–Thursday 8–5 schedule with 3:00 p.m. finishes on Fridays
• The chance to shape how advisor marketing grows as new offices are added

Sound like you? Let’s talk.