Director, Advisor & Platform Marketing
24 days ago
Tampa
Job DescriptionDescriptionThe Director, Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent’s advisor marketing programs and platform marketing initiatives. This role is highly execution-oriented and sits at the center of marketing delivery, advisor support, internal coordination, and vendor management. This role partners closely with Investments, Planning, Operations, Retirement Services, Technology, Practice Synergies & Enterprise Consulting, Business Development, Compliance, Finance, Corporate Communications, and Corporate Marketing & Public Relations to ensure marketing initiatives are delivered consistently, compliantly, and at scale. The role combines marketing leadership, content packaging, workflow management, and advisor-facing marketing support, including hands-on coaching and coordination with internal teams and external partners. Key ResponsibilitiesAdvisor Marketing Execution • Manage advisor-facing marketing programs, tools, and services across the platform, • Oversee execution of advisor marketing deliverables including collateral, digital assets, pitch decks, social content, campaigns, and event materials, • Scope, prioritize, and manage advisor marketing requests in alignment with platform standards and capacity, • Coordinate advisor access to approved platforms, templates, and vendors, • Ensure all advisor marketing materials align with brand and compliance requirements, • Monitor third-party vendor performance and ensure timely delivery within scopePlatform Marketing Support, • Support execution of firm-wide marketing initiatives in partnership with Corporate Marketing & Public Relations, • Assist with advisor conferences, platform events, and strategic initiatives from a marketing execution perspective, • Coordinate timelines, materials, and deliverables across internal teams and external vendors, • Support campaigns tied to business development, recruiting, and platform growth, • Assist with thought leadership creation and packaging aligned with leadership messaging and firm prioritiesMarketing Operations & Project Management, • Manage marketing intake, workflows, prioritization, and delivery timelines, • Track dependencies, risks, and deliverables across multiple concurrent initiatives, • Maintain visibility into active projects, workloads, and utilization, • Identify execution gaps or bottlenecks and escalate appropriatelyVendor & Partner Management, • Coordinate with external agencies, designers, videographers, and marketing vendors, • Ensure vendors understand scope, timelines, and platform standards, • Track vendor performance, deliverables, and service quality, • Support invoice review and budget tracking where applicableCompliance, 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 appropriatelyWhat We’re Looking For, • Highly self-directed, organized, and execution-focused marketing leader, • Strong judgment with a collaborative, solutions-oriented approach, • Proven ability to manage multiple initiatives simultaneously, • Comfortable operating in fast-paced, regulated environments with competing priorities, • Strong communication skills, including remote collaboration, • Detail-oriented with a strong commitment to brand and compliance standards Qualifications • Bachelor’s degree in Marketing, Communications, Business, or a related field, • Minimum 5 years of experience working in or with financial services or wealth management firms, • Experience in marketing operations, marketing management, or agency coordination, • Experience supporting client-facing professionals in a regulated environment, • Strong project management and organizational skills Experience with or ability to quickly learn tools commonly used in the wealth management industry, including: CRM & automation: HubSpot, SalesforceAdvisor marketing platforms: FMG or similar solutionsDesign & asset tools: Canva, Adobe InDesignVideo & media platforms: Vimeo, YouTube, Riverside, Adobe Rush, CapCutSocial & executive visibility: LinkedIn, InstagramProductivity: Microsoft PowerPoint, Word, PDF toolsCollaboration & events: Microsoft Teams, Zoom, ON24Website 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 15%Job Type, • Full-time, Exempt, • 401(k) matching, • Dental insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance