Manager, Advisor Marketing Strategy & Enablement
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Job Location:
Irving, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
The Manager Advisor Marketing Strategy & Enablement will design and lead Farthers advisor-led growth system setting the standards playbooks and programs that help advisors grow their practices organically. This player-coach role focuses on building repeatable frameworksadvisor marketing foundations digital presence standards and lifecycle playbookswhile also serving as a front-line voice with advisors considering joining Farther.
You will define what great looks like for advisor marketing across social profiles online presence and local visibility and then turn that into prescriptive plug-and-play growth playbooks that can be executed at scale. You will partner closely with the Manager Enterprise Strategic Segments to embed HNW UHNW and institutional narratives and materials into these programs ensuring firm-level strategies translate into day-to-day advisor behavior. You will also spend time each week on recruiting-focused conversations clearly articulating Farthers growth capabilities to prospective advisors and helping them see how the advisor marketing offering drives AUM growth.
Your Impact
- Design the advisor marketing foundation system including standards checklists and templates for social media profiles online presence and local visibility so advisors have a clear blueprint for a strong digital footprint and deliver measurable ROI from even foundational marketing tactics
- Build prescriptive lifecycle- and persona-based advisor growth playbooks covering specific cadences campaigns and assets that can be executed consistently and deliver measurable ROI
- Incorporate segment-specific positioning and sales materials (HNW UHNW institutional) into advisor playbooks and toolkits ensuring advisors can effectively execute firm strategies in their local markets
- Own advisor-facing enablement for these programs including train-the-trainer sessions office hours and materials that equip Marketing Associates to act as growth coaches for their advisor pods
- Lead frequent advisor recruiting marketing calls (roughly one per business day) with advisors considering joining Farther explaining the firms growth and marketing capabilities and answering detailed questions about how advisor marketing drives practice growth
- Establish and track a clear KPI framework for advisor-led organic growth including AUM impact (for example advisors in programs growing at least 5% faster) advisor adoption of resources advisors choosing Farther because of its growth platform and advisor satisfaction with marketing support
The Ideal Match
- 58 years of experience in advisor marketing wealth management marketing or closely related financial advisor growth roles with direct work supporting financial advisors or advisory teams
- Proven ability to design and implement structured advisor growth programs or playbooks turning best practices into prescriptive easy-to-execute processes that drive measurable AUM growth
- Strong facilitator and communicator comfortable leading advisor-facing trainings train-the-trainer sessions and one-on-one prospect calls that clearly articulate a compelling advisor growth story
- Data-informed mindset with experience defining and tracking KPIs for advisor marketing efforts (for example pipeline win rates AUM growth differentials adoption and engagement with marketing resources)
- Familiarity with common advisor marketing tools and platforms (social networks Google Business Profile reviews platforms HubSpot/marketing automation) with the ability to set requirements and partner with admins
Bonus Points
- Collaborative operator who enjoys serving as the last mile for firm-level strategies working closely with Integrated Marketing Recruiting Advisor Experience and RIA Leadership to scale a coaching-centric advisor growth model
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management Lets talk!
Required Experience:
Manager
Key Skills
- Marketing
- Data Visualization
- Tableau
- Customer Segmentation
- Microsoft Powerpoint
- Investment Banking
- Strategic Planning
- Financial Modeling
- Customer relationship management
- Management Consulting
- Google Suite
- Analytics
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
