Advisor Growth Marketing Strategist

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The Advisor Growth Marketing Strategist designs scalable marketing systems that support advisor client and asset acquisition while delivering measurable performance against defined Field Marketing KPIs, including Marketing-Influenced Advisor Growth and advisor business growth enablement. This role focuses on architecting repeatable marketing programs, performance frameworks, and practical enablement models that increase advisor participation in measurable growth initiatives. The role builds scalable marketing systems that enable advisors to execute net-new growth strategies across the firm while maintaining periodic engagement with Field Marketing consultants and advisors to ensure programs reflect real-world advisor needs and adoption dynamics. Responsibilities1. Architect Marketing Programs Aligned to Advisor Growth Design scalable marketing frameworks that drive measurable improvement in: Lead generation through advisor digital presence Event-driven prospecting and follow-up Outreach effectiveness using marketing tools Activation of centrally developed campaigns through Field partnership Collaborate with Field Marketing consultants and advisors to ensure program design aligns with advisor workflows, client engagement models, and practical execution realities. Define program structure, performance logic, and success metrics directly tied to Field Marketing KPIs. Focus: Build repeatable systems that improve advisor-led growth outcomes. 2. Design Advisor Growth Marketing Enablement Frameworks Develop structured enablement models that increase advisor marketing capability and execution consistency. Create practical frameworks and toolkits that translate growth strategy into clear, actionable guidance, including: Marketing maturity and readiness frameworks Campaign and initiative planning models Digital presence and positioning guidance Growth playbooks aligned to Field-supported initiatives Ensure enablement resources are scalable, easily deployed by Field Marketing consultants, and aligned with firm growth priorities. Focus: Increase advisor adoption, execution quality, and marketing capability across advisor segments. 3. Define Performance & Measurement Models Design measurement frameworks that connect marketing activity to advisor growth outcomes. Responsibilities include: Identifying leading indicators tied to defined growth KPIs Establishing benchmarks and performance targets Partnering with Marketing Operations to ensure reporting visibility, data integration, and effective use of analytics and emerging AI-enabled insights Analyzing pilot results and refining programs based on measurable impact Translating performance data into actionable insights for leadership and Field Marketing teams Focus: Ensure advisor marketing programs are measurable, data-driven, and continuously improving. 4. Pilot, Optimize & Scale Implement a disciplined test-and-scale approach to advisor growth initiatives. Responsibilities include: Launching targeted pilot programs aligned to KPI improvement Measuring advisor engagement and growth outcomes Refining frameworks based on performance data and field feedback Developing scalable rollout playbooks for firm-wide adoption Incorporating feedback from Field Marketing consultants and advisors to improve usability and effectiveness Engage with select advisors and Field Marketing consultants during pilot phases to observe program execution, gather qualitative feedback, and refine frameworks prior to broader rollout. What you have: 5-7 years of experience in growth marketing, demand generation, or sales/field enablement Experience designing scalable programs tied to measurable performance KPIs Strong systems thinker with experience supporting distributed sales organizations Data-driven mindset with the ability to translate analytics into strategic action Experience developing structured frameworks, playbooks, or enablement models Experience designing integrated growth infrastructure that connects Salesforce Financial Services Cloud (FSC), marketing automation platforms, and advisor-facing tools into a unified KPI-driven performance framework supported by analytics platforms such as Tableau and Power BI Familiarity with emerging AI-enabled marketing technologies, data intelligence platforms, and automation solutions that enhance targeting, personalization, and advisor marketing efficiency Success Profile The successful candidate will: Think in systems and scalable models rather than one-off campaigns Translate growth KPIs into structured program design and execution frameworks Balance strategic thinking with practical, field-ready solutions Influence cross-functional partners without direct authority Operate with a disciplined test-and-scale mindset Understand the dynamics of distributed sales organizations Maintain strong awareness of advisor and Field Marketing needs to ensure programs translate effectively into real-world growth execution Ability to engage effectively with advisors and Field Marketing partners to translate strategic program design into solutions that work in real-world advisor environments. Stay informed on emerging marketing technologies, AI-enabled insights, and advanced analytics that enhance advisor marketing effectiveness Have experience in financial services, ideally wealth management (broker/dealer, RIA, or mutual fund distribution) Why work for us? At Janney, we believe in rewarding performance and effort. This position offers a competitive base salary supplemented by a performance-based incentive structure. There is no cap on the upside potential, high-performing associates can significantly increase their earnings based on lead conversion activity and business development success. Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Created: 2026-03-14