About Wealth Enhancement Group
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 61,000 households from our over 100 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.
The Regional Marketing Specialist role will accelerate our firm’s growth by providing execution leadership and support on marketing and sales strategies that help drive our advisor teams to achieve their growth goals. It’s a multifunctional position that’s built for a relationship driven, creative, and proactive individual who thrives on truly understanding advisors to help bring their “voice” and marketing goals to life.
Wealth Enhancement Group is a dynamic, rapidly growing company focused on delivering customer intimacy at scale via comprehensive financial planning. You’ll help the company, advisor marketing and advisor teams by planning and implementing both email and social campaigns, coaching teams through enhancing their client experience, and exposing opportunities to take their marketing to the next level.
The salary target for this role is $60,000 - $75,000; this position is eligible for corporate bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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
Partner with Sr. Regional Marketing Specialists and Managers
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Adhere to the recommended marketing plans as defined in partnership with the advisor team, and Sr. Regional Marketing specialist while staying in budget. These plans are built with a focus on the advisors’ business development efforts (client retention, appreciation, referral, team-level lead gen, etc.).
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Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content
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Submit requests on behalf of your teams for web enhancements, content and presentations needed along with helping to usher key collateral through the brand, creative and compliance departments.
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Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives.
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Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!)
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While working with your teams and their marketing plans, on occasion they may request you help support an event they are hosting with execution such as venue selection, menu, av equipment/technology needs and on-site support (travel will be required)
Advisor growth enablement
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Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community. Help to document and create processes around successful new initiatives.
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Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle.
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Identify opportunities to create marketing solutions for broad use cases (nationwide) and collaborate with Product Marketing or content team to bring them to market.
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Lead as a key Marketing point-of-contact for advisor teams, acting as a conduit between field and corporate Marketing resources.
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Help oversee our team inbox and quickly resolve barriers to advisor team growth directly or by connecting advisor teams with appropriate corporate teams for resolution.
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Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams.
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Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities.
Organic Growth team collaboration
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Partner with colleagues in Marketing and other corporate departments to adopt and optimize processes to ensure we’re operating efficiently and effectively to support our firm’s rapid growth.
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Engage in Organic Growth team meetings and events, sharing results and growth initiatives you’re supporting.
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Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed.
Educations/Qualifications
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BA/BS degree in Marketing, Communications or related field.
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Minimum of 3 years of marketing or sales enablement experience required.
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Financial services marketing experience is beneficial, but not required.
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Good working knowledge of Word, Excel, Outlook, and PowerPoint.
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Able to function in Wistia, Wrike, Canva and FMG Suite a plus!
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Technical aptitude: Ability to learn new applications and technologies quickly. Proficiency in working with CRM systems required, Salesforce a plus.
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Travel 2-10 times per year for business purposes. (depending on willingness to support team needs)
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Excellent written and oral communications skills
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
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Training and professional development
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Medical and dental coverage
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401k – with match and profit sharing
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Health care spending and savings accounts
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Dependent care spending account
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Vision coverage
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Wellness programs and resources
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Life insurance – employer paid
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Short-term and long-term disability – employer paid
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Paid Time Off
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10 paid holidays each year
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Paid parental leave
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Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Top Skills
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
