Advice Growth, Senior Marketing Manager

A Fortune 500 investment firm is seeking an Advice Growth, Senior Manager to support a strategic transformation focused on evolving the business from a transaction-based model to a more relationship-based client experience. This role will play a key part in shaping the future vision of the firm's advice offering strategy.The team is seeking a strategic professional who can help define what the future advice experience should look like across different client segments and asset levels. This individual will lead the evaluation and development of advice offerings, including pricing strategy, feature differentiation, branding, positioning, and go-to-market recommendations.This role is highly cross-functional and will partner with marketing, research, sales, client experience, and strategy teams to evaluate market opportunities and develop recommendations that drive long-term growth.Key ResponsibilitiesLead strategy development for future advice offerings across client segments and asset tiersConduct and/or oversee market, client, and competitive research to identify growth opportunities and inform strategic recommendationsDefine and evaluate advice offer components including service models, feature sets, pricing structures, and positioning strategiesAssess economics and develop business cases supporting proposed advice offerings and growth initiativesRecommend go-to-market approaches that support differentiated positioning and client adoptionPartner with market research teams, analytics groups, and external vendors/consultants as needed to gather insights and validate recommendationsSupport strategic initiatives focused on increasing engagement, conversion, and long-term client relationshipsCollaborate cross-functionally with stakeholders across marketing, advisory, sales, product, and client experience teamsMonitor industry trends, competitive positioning, and evolving wealth management offerings to inform strategy recommendationsHelp define business requirements and strategic priorities tied to future growth capabilitiesQualificationsBachelor's degree or equivalent combination of education and relevant experience8+ years of experience in advice strategy, product strategy, management consulting, go-to-market strategy, or related areasDirect experience within wealth management preferredFinancial industry requiredExperience leading complex, cross-functional strategic initiatives from concept through executionExperience developing business cases, evaluating economics, and making strategic recommendationsStrong analytical, research, and problem-solving capabilitiesExperience working with senior stakeholders and presenting strategic recommendationsExperience designing or evolving client advice offerings, advisory programs, or service models preferredB2C experience preferredExperience conducting market assessments, pricing analysis, and competitive evaluationsMBA or advanced business degree preferred

Created: 2026-05-09