Director, Advisor Marketing
Fully remote work within the contiguous United StatesFull-TimeDirector
Salary141,500 - 193,000 USD per year
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Job Details
- Experience
- 5–10+ years
- Required Skills
- SalesforceLead GenerationCRMHubSpot
Requirements
- 5–10+ years of experience in B2B marketing, ideally targeting RIAs, broker-dealers, or fintech audiences
- Strong understanding of financial advisor psychology, decision-making processes, and sales cycles
- Proven experience building and scaling performance marketing programs tied directly to pipeline and revenue
- Expertise in multi-channel marketing including paid acquisition, lifecycle marketing, outbound, and events
- Experience owning webinar or virtual event programs that generate measurable pipeline impact
- Strong analytical skills with fluency in CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Marketo)
- Data-driven mindset with experience in attribution modeling, funnel optimization, and experimentation
- High-agency operator comfortable working in fast-paced, ambiguous environments
- Systems thinker with a track record of building scalable, repeatable marketing processes
Responsibilities
- Own advisor pipeline growth targets and ensure marketing initiatives directly contribute to revenue outcomes
- Develop and refine ICP segmentation across RIAs, broker-dealers, and hybrid financial advisors
- Define positioning, messaging, and value propositions tailored to advisor audiences and buying behaviors
- Design and execute multi-channel acquisition strategies across paid media, LinkedIn, outbound, and lifecycle marketing
- Lead end-to-end webinar and virtual event strategy, including co-hosted programs and post-event conversion optimization
- Build and scale co-marketing and strategic partnership initiatives to expand advisor reach
- Partner closely with PR and sales teams to amplify customer success stories and improve conversion efficiency
- Collaborate with GTM engineering to automate workflows and implement AI-driven marketing systems
- Improve funnel performance across MQL, SQL, and revenue conversion through structured experimentation and optimization
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