Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
As the Manager, Marketing Operations, you will be responsible creating, implementing, and optimizing the processes that support the Advisor Marketing department and the company’s 100+ individual advisor teams. You will manage the coordination with other departments for process and marketing technology, working across compliance, vendor management, advisor solutions, M&A, and advisor teams. You will work to demonstrates the value of marketing’s efforts with regular reporting and inform strategic decision-making, reporting to the Executive Director, Marketing Growth & Operations.
What You’ll Do
Assist advisor teams by managing the intake, prioritization, and resolution of marketing-related requests, serving as the primary point of contact for advisor teams seeking marketing support and guidance.
Lead the onboarding experience for newly acquired and newly affiliated advisor teams, ensuring successful adoption of marketing resources, platforms, processes, and best practices.
Develop, document, and continuously improve marketing workflows, operating procedures, and service-level standards to create a consistent and scalable advisor experience.
Manage marketing vendor relationships, contracts, budgets, and performance, ensuring solutions deliver measurable value and align with business objectives.
Partner cross-functionally with Compliance, Advisor Solutions, Platform & Innovation, M&A, Finance, and advisor teams to implement and enhance marketing processes, technologies, and communication strategies.
Own and optimize the marketing technology ecosystem, including CRM, marketing automation, lead generation, reporting, and workflow solutions, while identifying opportunities for automation and operational efficiencies.
Lead the execution and administration of lead generation pilot programs, evaluating emerging marketing technologies and structuring testing frameworks to assess effectiveness and scalability.
Analyze pilot results and facilitate the rollout of successful tools, platforms, and programs across advisor teams to drive adoption and business growth.
Design, build, and maintain marketing performance dashboards, operational metrics, capacity planning reports, and executive-level reporting that measure team effectiveness and campaign performance.
Monitor advisor engagement, campaign results, and operational KPIs to identify trends, opportunities, and recommendations that support marketing strategy and business growth.
Coordinate and manage department communications, ensuring advisor teams remain informed about marketing initiatives, compliance updates, available resources, technology enhancements, and process changes.
Develop and manage communication calendars, advisor newsletters, webinars, training sessions, and educational content that promote marketing adoption and advisor success.
Support departmental planning, resource allocation, and project management initiatives to ensure priorities are executed effectively and on schedule.
Champion a culture of continuous improvement by identifying operational challenges and implementing solutions that increase efficiency, transparency, and scalability.
What You’ll Bring
Bachelor’s degree in marketing, business, or a related field
5+ years of experience in marketing operations or growth marketing within the financial services industry or a related field
Strong leadership skills with experience…