About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com .
We're hiring an UHNW (ultra-high net worth) Marketing Strategist to play a foundational role in building and advancing Wealth Enhancement's UHNW and Private Wealth Advisor Marketing capability while serving as a strategic marketing partner to UHNW advisor teams.
This role combines program development, strategic consulting, market expertise, advisor relationship management and cross-functional leadership . The Strategist will help define the marketing capabilities, programs and experiences required to support the evolving UHNW business while translating individual advisor growth ambitions into differentiated, actionable marketing strategies.
As a trusted partner, the Strategist will bring a strong marketing point of view, deep understanding of affluent audiences and sound business judgment. The role will connect advisor and client needs with enterprise capabilities, influence priorities across teams, and help move opportunities from strategy through implementation, measurement and scale. This role requires a proactive, action-oriented builder who is comfortable creating clarity in ambiguous situations, making sound decisions with incomplete information, and moving ideas quickly from concept to testing, learning, and implementation.
This is a fully remote . Please note that this position will primarily serve offices based in the Eastern Time Zone. While you do not need to be located on the East Coast, you must be available during regular EST/EDT business hours. Additionally, periodic travel is required based on advisor, business, and departmental needs. Travel may include advisor-team meetings, strategic planning sessions, client or prospect events, department meetings, and firm-sponsored gatherings. Roughly 4-6x per year for 2-3 days at a time.
In the spirit of pay transparency, we are excited to share the base salary range for this position 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. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
UHNW Marketing Strategy, Development & Implementation
Help define and build Wealth Enhancement's UHNW Advisor Marketing strategy, operating model, capabilities and roadmap
Translate advisor, client and business needs into prioritized marketing initiatives, programs and solutions
Take ownership of developing, launching, testing, and refining new UHNW marketing programs, moving from concept to pilot with appropriate speed and limited oversight, then applying learnings to improve adoption and scale
Partner across Content, Creative, Digital, Web, Events, Analytics, Experience, Product and Advisor Marketing to move strategic priorities from opportunity to implementation
Balance the high-touch and customized needs of UHNW teams with the development of repeatable, scalable marketing capabilities
Define and differentiate UHNW and Private Wealth target audiences, value propositions, service experiences and supporting marketing capabilities
Identify and evaluate tools, technologies, partners and emerging approaches that could strengthen advisor growth, marketing effectiveness or the UHNW client…