Advisor Marketing Operations & Enablement Manager

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Advisor Marketing Operations & Enablement Manager will lead a team to enhance the operational model of the Advisor Marketing function, focusing on improving processes, developing resources, and championing AI adoption.

Responsibilities:

• Lead, coach, and develop Program Specialists, interns, and shared support resources through onboarding, performance management, prioritization, and professional development
• Establish clear service standards, workflows, operating procedures, and expectations that create consistency and accountability across Advisor Marketing
• Manage team capacity, service requests, and shared resources to ensure work aligns with departmental priorities and business demand
• Support Advisor Marketing leadership by preparing agendas, coordinating updates, organizing discussion topics, documenting decisions, and tracking action items for leadership meetings and operating reviews
• Develop leadership dashboards, summaries, presentations, and status updates that improve visibility into department priorities, risks, open decisions, and strategic initiatives
• Partner with department leaders to identify opportunities for operational improvements, shared-service expansion, and stronger cross-functional collaboration
• Foster a culture of accountability, operational excellence, continuous improvement, curiosity, and service that enables the team to scale effectively
• Own the Advisor Marketing resource ecosystem, including SOPs, playbooks, templates, toolkits, process documentation, and knowledge management
• Develop governance standards for creating, maintaining, organizing, reviewing, and retiring resources
• Capture and scale advisor marketing best practices into repeatable frameworks
• Reduce reliance on tribal knowledge through practical documentation, FAQs, workflow guides, and process maps
• Partner across teams to standardize workflows and improve operational efficiency
• Measure resource utilization, identify process gaps, eliminate duplication, and continuously improve operations
• Define success metrics and leverage insights to strengthen service delivery and team effectiveness
• Serve as the operational lead for Advisor Marketing platforms, vendor relationships, and marketing technologies
• Maintain platform documentation, training resources, access processes, vendor communications, and enhancement tracking
• Translate business needs into platform improvements, adoption strategies, and implementation plans
• Design and deliver scalable training, onboarding, quick-start guides, videos, FAQs, office hours, and workflow education
• Lead change management for new tools, processes, and platform enhancements through communication, reinforcement, and measurement
• Partner with Technology, Operations, Compliance, Creative, and vendors to improve platform performance and user experience
• Increase adoption by making tools intuitive, practical, and directly connected to advisor growth and client experience
• Champion responsible adoption of approved AI tools and emerging technologies
• Identify manual workflows that can be improved through AI, automation, or process redesign
• Build AI-enabled workflows, prompt libraries, templates, and repeatable use cases
• Apply AI to accelerate documentation, meeting summaries, training content, playbooks, campaign planning, and knowledge management
• Establish governance for AI usage, including quality control, compliance, and human review
• Measure AI adoption, gather feedback, and identify opportunities to improve speed, quality, accountability, and operational efficiency
• Scale successful AI workflows across the department through documentation, training, and continuous improvement

Requirements:

• Bachelor's degree in Marketing, Communications, Business, Operations, or related field; or equivalent as demonstrated through experience, training, military experience or other education considered
• 4–6 years of experience in marketing operations, project management, enablement, advisor marketing, platform management, shared services, AI-enabled workflow improvement, or a related function
• Strong project management and organizational skills with the ability to manage multiple priorities and drive work to completion
• Comfort working across multiple platforms such as Salesforce, FMG/AMP, Canva, Wistia, Wrike, Microsoft Teams, OneNote, SharePoint, Microsoft Copilot, ChatGPT Enterprise, Airia, or similar tools
• Strong written and verbal communication skills, including the ability to create clear documentation, training materials, stakeholder updates, leadership materials, and practical resources
• Ability to translate ambiguous business needs into structured workflows, resources, recommendations, or operating models
• Strong attention to detail with an ability to see both the big picture and the operational steps required to execute
• Curious, resourceful, and comfortable learning new tools, platforms, systems, and AI-enabled ways of working
• Ability to influence without authority and drive adoption through clarity, partnership, accountability, and practical enablement
• Ability to travel 2-4x a year
• 2+ years of people leadership, team lead, or direct management experience preferred
• Experience leading support teams, shared services, interns, contractors, vendor-supported resources, or cross-functional operating models preferred
• Experience in financial services, wealth management, advisor marketing, or a highly regulated environment preferred
• Practical experience using AI tools to improve productivity, documentation, research, content drafting, training, process improvement, workflow automation, or leadership preparation preferred
• Experience coordinating with vendors, technology teams, compliance, creative teams, operations, or cross-functional partners preferred