UHNW Marketing Strategist

Wealth Enhancement Group

. Help define and build Wealth Enhancement's UHNW Advisor Marketing strategy, operating model, capabilities, and roadmap .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $95,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing strategic marketing initiatives tailored for UHNW and Private Wealth clients, leveraging data-driven insights and cross-functional collaboration to drive business growth and enhance client relationships.

Highest-signal resume keywords

Strategic Marketing DevelopmentWealth Management ExperienceSalesforce ProficiencyRelationship-Based Growth StrategiesCross-Functional Project Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing StrategyBusiness DevelopmentClient SuccessData AnalysisPerformance MeasurementProgram DevelopmentStakeholder ManagementBudget ManagementCommunity EngagementReferral Development

Soft Skills

Influencing Without AuthorityTrust BuildingExecutive CommunicationFacilitation SkillsAdaptability

Tools & Technologies

SalesforceMicrosoft 365CRM PlatformsReporting ToolsAI-Enabled Tools

Industry Keywords

Wealth ManagementPrivate WealthFinancial ServicesAffluent Client SegmentsCenters of Influence

About the role

Key responsibilities & impact

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
Develop, launch, test, and refine new UHNW marketing programs from concept through pilot, learning, and scale
Partner with Content, Creative, Digital, Web, Events, Analytics, Experience, Product, and Advisor Marketing teams
Balance customized UHNW team needs with repeatable, scalable marketing capabilities
Define and differentiate UHNW and Private Wealth target audiences, value propositions, service experiences, and marketing capabilities
Identify and evaluate tools, technologies, partners, and emerging approaches
Establish scalable frameworks, best practices, and planning tools
Serve as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams
Understand advisor business objectives, client demographics, target markets, relationships, referral networks, growth ambitions, and barriers
Lead strategic conversations and translate business objectives into focused marketing priorities and actionable plans
Build trusted relationships with advisors and business leaders and influence commitment without direct authority
Develop and manage strategic marketing plans and budgets
Identify opportunities to deepen client relationships, strengthen market visibility, expand referral and center-of-influence networks, and attract prospective clients
Define initiatives, advisor commitments, timelines, budgets, ownership, and measurable outcomes
Recommend programs, campaigns, content, thought leadership, events, digital experiences, and firm resources
Monitor UHNW client expectations, market trends, competitive activity, and emerging growth opportunities
Advise on thought leadership, community presence, centers of influence, partnerships, client experiences, credibility, and affluent-audience relationships
Bring advisor and UHNW client insights into marketing programs, resources, and capabilities
Use Salesforce, firm dashboards, advisor insights, and approved reporting tools to evaluate performance and business outcomes
Analyze net flows, client acquisition, referrals, advisor activity, audience engagement, event outcomes, marketing adoption, and budget utilization
Establish measurement approaches and identify practices that can be documented, refined, and scaled
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment
Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

Requirements

What you’ll need

Five or more years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role
Demonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs, or growth initiatives
Experience supporting high-performing professionals, business owners, advisors, executives, or client-facing teams
Strong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioning
Ability to build trust, influence decisions, and gain commitment without direct authority
Ability to facilitate strategic discussions and confidently challenge conventional thinking when appropriate
Experience developing and managing stakeholder relationships across multiple business functions
Strong business acumen and ability to connect marketing recommendations to business outcomes
Comfort interpreting data, dashboards, CRM insights, and performance trends to inform recommendations
Strong presentation, facilitation, and executive communication skills
Ability to manage multiple priorities while maintaining strong advisor and stakeholder relationships
Proficiency with CRM, reporting, project-management, and Microsoft 365 tools
Proven ability to create structure, establish priorities, and move work forward in an evolving or ambiguous environment
Demonstrated bias for action and ability to make sound, timely decisions with incomplete information
Bachelor's degree in marketing, communications, business, or a related field preferred, or equivalent as demonstrated through work experience, training, military experience, or education
Experience within wealth management, private wealth, financial services, family office, banking, or a related industry
Experience supporting affluent or UHNW client segments
Understanding of centers of influence, business-owner marketing, executive audiences, multigenerational wealth conversations, and relationship-based growth strategies
Experience working with Salesforce or comparable CRM platforms
Experience leading marketing pilots, strategic initiatives, or cross-functional projects
Experience utilizing data, technology, and AI-enabled tools to support marketing effectiveness and advisor growth
Demonstrated experience building or launching a new program or business initiative through go-to-market within an evolving organization
Availability during regular EST/EDT business hours
Ability to travel periodically, roughly 4–6 times per year for 2–3 days at a time
Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Corporate bonus plan eligibility
Fully remote work arrangement
Periodic travel opportunities for advisor-team meetings, strategic planning sessions, client or prospect events, department meetings, and firm-sponsored gatherings