Advisor Marketing Operations & Enablement Manager

About this role

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 90,000 households from our over 175 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 .

We areseekinga strategic, organized, and forward-thinkingAdvisor Marketing Operations & Enablement Managerto help strengthen and scale the operating model behind Wealth Enhancement’s Advisor Marketing function.

This role will lead a team of Program Specialists and shared support resources responsible for supporting advisor marketing programs, DIY advisor support, internal enablement, scalable resources, and department-wide operational needs. The Manager will help ensure support is delivered consistently, efficiently, and in alignment with Wealth Enhancement’s growth priorities.

This role is ideal for someone who enjoys creating structure, improving processes, developing people, driving adoption, and turning complex or unclear needs into practical solutions. The Advisor Marketing Operations & Enablement Manager will serve as a central partner across Advisor Marketing, helping the department reduce rework, improveplatformand tool adoption, strengthen documentation, prepare for leadership discussions, and turn proven marketing tactics into repeatable resources.

This individual will also serve as an AI adoption champion for Advisor Marketing, identifying practical ways to use approved AI tools to improve speed, documentation, training, resource creation, workflow efficiency, and team effectiveness while maintaining appropriate human review, compliance awareness, brand standards, and sound judgment.

This is a remote role with travel for team retreats and advisor conferences estimated at 2-4 times per year.

In the spirit of pay transparency, we are excited to share the base salary range for this position is$110,000.00 to $125,000.00, exclusive of bonuses and benefits. 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

Leadership & Accountability

Lead, coach, and develop Program Specialists, interns, and shared support resources through onboarding, performance management, prioritization, and professional development.

Establish clear service standards, workflows, operating procedures, and expectations that create consistency and accountability across Advisor Marketing.

Manage team capacity, service requests, and shared resources to ensure work aligns with departmental priorities and business demand.

Support Advisor Marketing leadership by preparing agendas, coordinating updates, organizing discussion topics, documenting decisions, and tracking action items for leadership meetings and operating reviews.

Develop leadership dashboards, summaries, presentations, and status updates that improve visibility into department priorities, risks, open decisions, and strategic initiatives.

Partner with department leaders toidentifyopportunities for operational improvements, shared-service expansion, and stronger cross-functional collaboration.

Foster a culture of accountability, operational excellence, continuous improvement, curiosity, and service that enables the team to scale effectively.

Operations & Best Practices

Own the Advisor Marketing resource ecosystem, including SOPs, playbooks, templates, toolkits, process documentation, and knowledge management.

Develop governance standards for creating,maintaining, organizing, reviewing, and retiring resources.

Capture and scale advisor marketing best practices into repeatable frameworks.

Reduce reliance on tribal knowledge through practical documentation, FAQs, workflow guides, and process maps.

Partner across teams to standardize workflows and improve operational efficiency.

Measure resourceutilization,identifyprocess gaps,eliminateduplication, and continuously improve operations.

Define success metrics andleverageinsights to strengthen service delivery and team effectiveness.

Platform & Training

Serve as the operational lead for Advisor Marketing platforms, vendor relationships, and marketing technologies.

Maintain platform documentation, training resources, access processes, vendor communications, and enhancement tracking.

Translate business needs into platform improvements, adoption strategies, and implementation plans.

Design and deliver scalable training, onboarding, quick-start guides, videos, FAQs, office hours, and workflow education.

Lead change management for new tools, processes, and platform enhancements through communication, reinforcement, and measurement.

Partner with Technology, Operations, Compliance, Creative, and vendors to improve platform performance and user experience.

Increase adoption by making tools intuitive, practical, and directly connected to advisor growth and client experience.

AI & Workflow Innovation

Champion responsible adoption of approved AI tools and emerging technologies.

Identifymanual workflows that can be improved through AI, automation, or process redesign.

Build AI-enabled workflows, prompt libraries, templates, and repeatable use cases.

Apply AI to accelerate documentation, meeting summaries, training content, playbooks, campaign planning, and knowledge management.

Establish governance for AI usage, including quality control, compliance, and human review.

Measure AI adoption, gather feedback, andidentifyopportunities to improve speed, quality, accountability, and operational…