Advisor Marketing Senior Manager
$140,000–$165,000 year
RemoteNew York City, New York, United States or California, United States
Job Summary
Co-own MQL, SAL, and advisor pipeline growth targets with leadership, developing ICPs and segment strategies for RIAs, hybrid advisors, and broker-dealers. Craft positioning, messaging, and offers that reflect advisor needs, then execute demand-generation campaigns across paid media, outbound, organic, webinar, and event channels. Translate research and sales insights into campaign strategies, content briefs, and testable hypotheses while leading end-to-end webinar and event strategy. Develop scalable advisor-facing content and enablement assets, including case studies and email programs, and define automation workflows with Marketing Operations. Partner with Sales to identify funnel friction, run structured experiments to improve conversion, and establish repeatable campaign playbooks. Monitor performance, communicate insights, and recommend changes to budget and channel mix to drive scalable growth.
Required Qualifications
- 5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisor ecosystem
- Understanding of advisor psychology, objections, buying cycles, and the operational realities of growing an advisory firm
- Demonstrated ability to build and execute multi-channel programs that generate qualified demand and measurable pipeline impact
- Strong command of positioning, messaging, audience strategy, campaign development, and performance marketing fundamentals
- Experience managing programs from strategy through execution, including campaign briefs, content development, launch coordination, performance analysis, and iteration
- Experience leading webinars, events or other programs that create and convert B2B demand
- Quantitative orientation and comfort working with funnel metrics, attribution, campaign performance, and conversion data in partnership with Marketing Operations and analytics teams
- Working fluency with CRM and marketing automation platforms such as Salesforce, HubSpot, Pardot, or Marketo
- Strong cross-functional partnership skills and the ability to influence Sales, Marketing Operations, Product, PR, and other stakeholders without relying on formal authority
- High agency, strong execution velocity, and comfort operating in a fast-paced, ambiguous environment
- A systems mindset focused on building repeatable programs, scalable playbooks, and durable growth processes
- Experience using generative AI and large language models to accelerate content development, creative iteration, research, and campaign testing
- Must be able to communicate via phone calls and/or video conferences
- Available Benefits and Perks: Fully Remote Work: All roles are fully remote within the contiguous U.S.
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