Marketing Consultant - PWM
On-site · Milwaukee, Wisconsin, United States
Job Summary
Lead strategic, consultative marketing planning and execution for PWM, partnering with Wealth Center colleagues to translate business objectives into practical, measurable marketing strategies. Develop and execute strategic marketing plans, guide advisors and teams through marketing maturity conversations, manage day-to-day field engagement across assigned markets, define success with qualitative and quantitative insights, and promote best practices in PWM marketing tools and platforms (including MOD, FMG/Digital Marketing HQ, CRM, and advisor-ready resources) to support new business development and client engagement.
Required Qualifications
- Bachelor’s degree in Marketing, Communications, Business, or related field or equivalent combination of education and experience
- 8+ years of marketing and communications experience within a financial services or professional services environment
- Previous experience supporting field sales representatives, clients, and/or Financial Advisors on marketing strategy and support is preferred
- Ability to handle objections, redirect requests diplomatically, and maintain strong field relationships
- Excellent marketing plan development and project management skills
- Ability to be influential using fact-based arguments without relying on positional authority
- Comfort with ambiguity, strong organizational discipline, and the ability to stay focused on a small number of high-impact priorities
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