Marketing Program Manager | Strategic Partnerships (Remote Work Option)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Marketing Program Manager | Strategic Partnerships who will be responsible for creating and implementing, end-to-end marketing programs for our Strategic Referral Program (SRP).  Ideal SRP clients typically are high net worth business owners, and other professionals referred by our strategic referral partners. This is done through the development and cultivation of relationships with our strategic partners, sponsorships, and other centers of influence including, CPAs, attorneys, insurance agents, bankers, etc. The ideal candidate demonstrates a broad understanding of a range of B2B and B2C marketing tactics and the wealth management industry. The successful candidate is an energetic creative marketer with a flexible entrepreneurial mindset with a track record of and obsession with driving measurable revenue growth.  They enjoy building and scaling new businesses and related processes and programs.  

In the spirit of pay transparency, we are excited to share the base salary range for this position is $116,000.00 - $136,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions:

Strategy and Planning:

• Develop comprehensive marketing strategies and plans to support growth of the referral program.  Align program goals with overall business objectives.

Program Development:

• Design, implement, and manage marketing programs that effectively differentiate WEG’s value proposition and offerings to referral partners and their constituents. Programs should identify and target ideal clients with messaging and products that drive profitable revenue growth.   

Content Creation:

• Research content from current providers and collaborate to create custom content consistent with WEG’s unique value proposition.  Collaborate with SRP team and strategic partners to create case studies, testimonials, and promotional content.

Partnership Management:

• In concert with the SRP team, identify, onboard, and nurture relationships with key referral partners.  Develop and execute joint marketing initiatives to optimize partner engagement and new business development.  Establish strong relationships with key personnel at assigned strategic partner programs in market to grow monthly referrals

• Perform marketing activities required to support referral generation

• Prioritize marketing requirements for SRP based on feedback from SRP leadership and sales team.

• Coordinate delivery of all marketing resources for SRP (working closely with SRP internal team, SRP internal service providers* and SRP referral partners) including collateral, events, campaigns and partner deliverables as required to generate referrals. (*Note: Internal service providers include content, creative, events, compliance, ops, tech)

• Manage marketing budget

• Specify and drive implementation of marketing automation and other technology requirements from tech teams

• Manage booth, presentation and other event-related processes in partnership with Events team.

• Drive cross-functional program meetings to ensure follow up and addressing of obstacles to growth

• Define marketing processes in partnership with Operations team

• Manage any external vendors (printers, etc.)

• Pursue opportunities for templatized / easily adjustable assets

Partner Referral Program Growth

• Work with Advisor teams to continue growth of the Program

• Expand local Strategic Partner Program to include additional Centers of Influence and existing clients – Build relationships with Centers of Influence – such as CPAs, estate planning attorney’s bankers, and insurance professionals

• Conduct market and competitive analyses

Education /Qualifications:

• Bachelor's Degree (or equivalent experience) in business or marketing

• 7+ years of B2B and/or B2C marketing experience

• 2+ years experience in wealth management industry

• 2+ years experience in partner marketing

• Track record of using a variety of marketing tactics (content marketing, events, social media, partnerships) to drive measurable increase revenue

• Demonstrated success creating scalable new marketing programs from scratch

• Experience using CRM systems (Salesforce preferred)

• Excellent communication, presentation, listening and analytical skills

• Proven time management and organizational skills in high-volume, high-energy environments

• Must be able to travel domestically for at least 2-4 days per month

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Manager level is $97,500.00 to $156,000.00.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.