Director of Marketing, Wealth & Advisor Enablement - Remote

Our Newest Opportunity 

The Director of Marketing, Wealth & Advisor Enablement is a strategic executor who brings the Wealth marketing vision to life—owning content, collateral, and enablement while building scalable infrastructure that field teams and advisors can leverage. Reporting to the VP of Marketing, Financial Services, this role translates strategy into action: developing national resources that help advisors grow their practices and serve clients effectively.  

This person will build and maintain the national library of content, playbooks, and enablement resources—working shoulder-to-shoulder with field teams to understand advisor needs and continuously refine what gets built. While Wealth is the primary focus, this role will also support integration marketing for acquisitions and contribute to initiatives across Retirement and Executive Benefits—helping build a more unified Financial Services story. 

The ideal candidate has a builder mindset—someone who understands the bigger picture, connects strategy to execution, and thrives on creating structure that makes teams more effective.  

Essential Duties and Responsibilities 

Wealth Marketing Execution 

• Develop and produce national marketing content and collateral—pitch decks, one-pagers, case studies, thought leadership, and proposal content—that can be deployed and personalized for local markets 

• Manage content calendars and editorial planning for Wealth thought leadership, market commentary, and client-facing communications 

• Develop content, messaging, and creative assets that support demand generation campaigns in partnership with centralized teams 

• Support Workplace to Wealth marketing initiatives with content and enablement resources 

• Develop social media content and advisor amplification resources for field teams 

• Coordinate national speaking opportunities, conference sponsorships, and webinar execution and develop national content for field events 

• Liaise with Compliance to route, track, and secure approvals for all marketing materials, ensuring teams have access to compliant, ready-to-use resources 

• Use analytics to measure content performance and refine ongoing strategy 

Sales Enablement  

• Partner with field marketing and enablement teams to understand their needs, gather feedback, and continuously improve national resources 

• Develop enablement resources—playbooks, presentations, talking points, campaign toolkits, and competitive positioning materials 

• Build and maintain a centralized content clearinghouse as a single source of truth for national content, ensuring field teams and advisors have easy access to consistent, high-quality, compliant resources 

• Help establish consistent marketing processes and resources that reflect the 'OneDigital Way'—giving field teams and advisors a unified experience regardless of location 

• Manage enablement platform content governance and drive adoption among advisors and field teams 

• Support RFP and pitch processes by ensuring teams have access to accurate, compelling, and compliant content 

• Build scalable, repeatable enablement processes and infrastructure that can be leveraged across Financial Services 

Integration Marketing 

• Help craft M&A messaging narratives for prospective Financial Services firms 

• Support M&A marketing initiatives including always-on nurture campaigns, targeted outreach, and drip sequences 

• Partner with integration and field teams on onboarding, brand transition, and platform adoption for acquired teams 

• Develop scalable integration marketing frameworks and partner with field teams on execution—accelerating time-to-value, ensuring consistent messaging, and delivering a seamless experience for newly joined advisors 

Cross-Functional Collaboration 

• Partner closely with field teams—ensuring national programs are built with local execution in mind and that teams have what they need to succeed 

• Support cross-practice marketing initiatives that reflect OneDigital's integrated health, wealth, and benefits value proposition  

• Collaborate with Retirement, Executive Benefits, and other FS marketing leaders on shared initiatives 

• Work with other teams as needed to execute marketing programs 

• Create scalable workflows and processes that improve speed, consistency, and visibility across marketing and enablement 

Qualifications, Skills, and Requirements 

Required 

• 7+ years of marketing experience in financial services, ideally in wealth management, RIA, advisory, or adjacent financial services sectors 

• Deep understanding of advisor/client acquisition journeys across B2B, B2B2C, and B2C motions 

• Proven ability to build scalable marketing processes, enablement programs, and content infrastructure 

• Experience supporting or partnering with field teams in a distributed model 

• Experience with marketing technology platforms (CRM, marketing automation, enablement tools like Seismic, etc.)  

• Understanding of compliance requirements in financial services marketing 

• Excellent project management skills with ability to manage multiple priorities and deliver on deadlines 

• Strong communication and cross-functional collaboration skills 

• Bachelor's degree in Marketing, Business, Communications, or related field 

Preferred 

• Experience with sales enablement content governance, platform adoption optimization, and driving engagement at scale 

• Experience supporting RFP and pitch processes, including proposal content and competitive positioning 

• Experience developing playbooks, process documentation, and operational marketing frameworks 

• Experience supporting M&A, integrations, or acquired-team onboarding 

• Comfort using AI tools to improve speed, quality, and execution 

Ideal Candidate Attributes 

• Strategic builder—sees how execution connects to business objectives and brings both vision and follow-through 

• Field-first mindset—understands that success means making field teams’ and advisors' lives easier 

• Hands-on executor—comfortable producing work, not just managing it 

• Process-oriented—naturally looks for ways to create consistency, efficiency, and repeatability 

• Collaborative partner—builds trust quickly and works effectively across teams 

• Self-starter—operates with autonomy and moves initiatives forward without waiting for perfect direction 

• Student of the game—naturally curious about strategy, wealth management, marketing trends, and technology