UHNW Marketing Strategist
New
W
Wealth EnhancementWealth management
Source API remote eligibility restrictions: United States, Available during regular EST/EDT business hours.Full-TimeMiddle
SalaryBase salary range 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.
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Job Details
- Experience
- 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.
- Required Skills
- Project ManagementData AnalysisSalesforceCRM
Requirements
- 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.
- 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 and move work forward in an evolving or ambiguous environment.
- Proficiency with CRM, reporting, project-management, and Microsoft 365 tools.
- Experience within wealth management, private wealth, financial services, family office, banking, or a related industry; experience supporting affluent or UHNW client segments.
- Experience with Salesforce or comparable CRM platforms and leading marketing pilots, strategic initiatives, or cross-functional projects.
- Bachelor's degree in marketing, communications, business, or a related field preferred, or equivalent experience, training, military experience, or education.
Responsibilities
- Help define and build the UHNW Advisor Marketing strategy, operating model, capabilities, and roadmap.
- Develop, launch, test, and refine UHNW marketing programs, applying learnings to improve adoption and scale.
- Partner with cross-functional teams to move strategic priorities from opportunity to implementation.
- Serve as the strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams.
- Translate advisor business objectives and market opportunities into focused marketing priorities and actionable plans.
- Develop and manage strategic marketing plans and budgets aligned with advisor objectives, audiences, and growth opportunities.
- Recommend programs, campaigns, content, events, digital experiences, and firm resources to advance advisor objectives.
- Monitor UHNW client expectations, market trends, competitive activity, and growth opportunities, and turn insights into recommendations.
- Use Salesforce, firm dashboards, advisor insights, and approved reporting tools to evaluate marketing performance and business outcomes.
- Use approved AI and digital tools to improve efficiency and service quality, validating outputs for accuracy, privacy, and business alignment.
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