Vice President, Advisor & Platform Marketing
2 days ago
Tampa
Job DescriptionDescriptionThe Vice President of Advisor & Platform Marketing is responsible for defining and leading Concurrent’s advisor and platform marketing strategy, operating model, and service delivery. This role establishes how marketing supports advisors, business units, and firm growth, ensuring marketing is disciplined, scalable, compliant, and aligned with enterprise priorities. The Vice President translates platform strategy into marketing operating models, service offerings, execution frameworks, and governance standards. This role provides leadership to marketing team members, oversees advisor marketing services, and partners closely with senior leaders across Investments, Planning, Operations, Retirement Services, Technology, Practice Synergies & Enterprise Consulting, Business Development, Compliance, Finance, Corporate Communications, and Corporate Marketing & Public Relations. This role combines strategic leadership, content creation and packaging oversight, operating effectiveness, and advisor-facing marketing leadership. ResponsibilitiesMarketing Strategy & Operating Model • Define, lead, and evolve advisor and platform marketing strategy and service model, • Establish clear ownership, workflows, prioritization frameworks, and success metrics, • Align advisor marketing offerings with firm strategy and platform capabilities, • Ensure marketing efforts support recruiting, growth, and advisor engagement objectivesPlatform Marketing Leadership, • Lead execution of platform-level marketing initiatives in partnership with Corporate Marketing & Public Relations, • Support advisor conferences, platform events, and strategic initiatives from a marketing leadership perspective, • Coordinate timelines, materials, and deliverables across internal teams and external vendors, • Lead execution of platform initiatives and advisor-driven marketing needs, • Oversee thought leadership creation and packaging aligned with leadership priorities, culture, and messagingTeam Leadership & Advisor Management, • Lead marketing team contributors, including MDs, VPs, and other key roles, • Set performance expectations, goals, and execution plans, • Allocate resources across advisor and platform marketing needs, • Foster a culture of accountability, clarity, and execution, • Manage advisor expectations and instill confidence in marketing services and solutionsAdvisor Marketing Governance, • Define standards for advisor marketing support, including tools, templates, vendors, and workflows, • Ensure advisor marketing services are delivered consistently and compliantly, • Oversee escalation and resolution of complex advisor marketing needs, • Monitor advisor satisfaction and effectiveness of marketing programsAdvisor Marketing Execution Oversight, • Oversee advisor-facing marketing programs, tools, and services, • Ensure delivery of advisor marketing assets including collateral, digital assets, pitch decks, social content, campaigns, and event materials, • Coordinate advisor access to approved platforms, templates, and vendors, • Scope, prioritize, and manage advisor marketing requests in alignment with platform standards and capacity, • Ensure all advisor marketing deliverables align with brand and compliance requirementsMarketing Operations & Vendor Management, • Oversee relationships with marketing vendors and agencies, • Ensure efficient use of budgets and resources, • Evaluate vendor performance and recommend changes as needed, • Oversee marketing intake, workflows, prioritization, and delivery timelines, • Maintain visibility into active projects, workloads, and utilizationCompliance, Brand & Governance, • Coordinate compliance reviews for advisor-facing and public-facing marketing materials, • Ensure adherence to SEC, FINRA, and firm marketing and advertising standards, • Maintain documentation of approvals and final deliverables, • Escalate compliance or brand risks appropriatelyCross-Functional Leadership, • Partner closely with Practice Synergies & Enterprise Consulting to align marketing with advisory programs, • Coordinate with Business Development on recruiting and growth initiatives, • Work in close partnership with the VP of Corporate Marketing & Public Relations to ensure alignment between brand strategy and execution, • Serve as a senior marketing partner to business unit leadersWhat We’re Looking For, • Highly self-directed senior leader with strong judgment and executive presence, • Proven ability to lead teams, vendors, and complex marketing operations, • Comfortable operating in ambiguity and fast-paced, regulated environments, • Strong problem-solving and organizational leadership skills, • Ability to influence senior stakeholders without direct authority, • Bachelor’s degree in Marketing, Communications, Business, or related field, • Minimum 5 years of experience working in or with financial services or wealth management firms, • Significant experience leading marketing functions in financial services or professional services, • Experience managing teams and complex marketing operations, • Strong executive communication and cross-functional leadership skills CRM & automation: HubSpot, Salesforce Advisor marketing platforms: FMG or similar solutions Design & asset tools: Canva, Adobe InDesign Video & media platforms: Vimeo, YouTube, Riverside, Adobe Rush, CapCut Social & executive visibility: LinkedIn, Instagram Productivity: Microsoft PowerPoint, Word, PDF tools Collaboration & events: Microsoft Teams, Zoom, ON24 Website platforms: WordPress and similar CMS tools Location / Schedule • This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates, • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays, • Occasional evening/weekend hours may be requested, • Ability to travel up to 20%Job Type, • Full-time, Exempt, • 401(k) matching, • Dental insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance