Advisor Marketing Manager

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

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The Advisor Marketing Manager leads a team of Marketing Associates and Marketing Specialists who support Financial Advisors, branches, and home office associates with their marketing needs.

This role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong advisor relationships, and effective execution of marketing initiatives.

The Manager also identifies common advisor marketing needs and develops scalable, pre-approved marketing campaigns and resources that support advisor growth while improving efficiency across the department.

• Manage, coach, and develop Marketing Associates and Marketing Specialists, providing direction, training, and performance feedback to support team growth and effectiveness.
• Ensure Marketing Specialists build strong relationships with Financial Advisors, branches, and key stakeholders within their assigned regions, serving as trusted marketing partners and primary points of contact.
• Guide team members on marketing best practices, project planning, campaign development, and effective management of advisor requests and initiatives.
• Oversee team workload, prioritization, and resource allocation to ensure timely and high-quality support for advisor and home office marketing needs.
• Identify recurring advisor marketing needs, emerging trends, and opportunities to create scalable solutions that can be leveraged across multiple advisors and branches.
• Lead the development and implementation of pre-approved marketing campaigns, coordinating traditional and digital marketing tactics to create integrated advisor marketing solutions.
• Partner with Marketing, Compliance, Digital, Brand, and other internal teams to ensure campaigns, resources, and recommendations align with firm standards and business objectives.
• Monitor advisor feedback, marketing request activity, and campaign performance to identify opportunities for continuous improvement and enhanced advisor support.