Advisor Marketing Programs Manager

Position Schedule

• Full-Time
• Lead the end-to-end strategy, execution and evolution of advisor digital programs including platforms such as Yext/Hearsay, Canva, LinkedIn, and additional pilot initiatives designed to test, learn and scale new capabilities.
• Act as the primary owner of all advisor digital platforms and tools, with accountability for platform strategy, governance, adoption metrics and continuous performance improvement across each channel.
• Own the Canva advisor program end-to-end including advisor onboarding, training, material refresh and ongoing governance. Build a comprehensive library of customizable online and offline marketing assets advisors can activate independently
• Define the positioning and unique value of each digital tool in the advisor toolkit including Yext/Hearsay and Canva, ensuring advisors understand what each program is designed to do, when to use it and how it complements other available channels.
• Serve as a field-facing subject matter expert on advisor advertising and social media policies - translating complex regulatory requirements into practical guidance advisors can easily understand and apply.
• Partner closely with Compliance to advocate for advisors, evolve policies and unlock new program opportunities while maintaining regulatory integrity.
• Build compliance into platform governance from the outset, designing programs that scale without reactive rework or approval delays.
• Apply strong project management discipline across all initiatives — building clear project plans, setting expectations, defining milestones and managing timelines to keep multiple concurrent programs on track.
• Establish repeatable processes and governance frameworks for each program area so that programs can sustain and scale independently, reducing the need for ongoing centralized management.
• Manage vendor, agency and technology platform relationships
• Apply a test-and-learn mindset, using pilots, experimentation and data to continuously improve advisor outcomes and inform scaling decisions.
• Strong understanding of social media marketing, digital content and advisor or field-enablement programs — with the ability to manage multiple tools and channels simultaneously.
• Experience working in highly regulated environments, with working knowledge of advertising policies, compliance review processes and allowable marketing activities (financial services strongly preferred).