Director of Marketing, Wealth & Advisor Enablement - Remote at OneDigital

**Who this is for** This leadership role is for a strategic, hands-on marketer who excels at building scalable resources for field teams and advisors. If you en

Work type: remote

Location: Remote

Salary: $120,000 – $135,000/yr

Type: Full-time

Summary

**Who this is for** This leadership role is for a strategic, hands-on marketer who excels at building scalable resources for field teams and advisors. If you enjoy connecting high-level strategy to execution and creating the tools that drive advisor success, this role is a perfect match. **Key highlights** You will own the Wealth marketing content library, develop advisor playbooks, and ensure unified brand messaging across the financial services division. This role requires close partnership with sales, compliance, and field leadership to build effective marketing infrastructure. **You might be a good fit if you...** - Have a "builder" mindset with experience developing marketing assets, playbooks, and proposal content for financial services. - Can manage complex stakeholder relationships, including working closely with compliance and field advisors. - Are data-driven, using analytics to measure content effectiveness and refine ongoing strategy. - Have a proven ability to lead national marketing initiatives, including events, webinars, and demand generation campaigns.

Job Description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:Our Newest Opportunity 

The Director of Marketing, Wealth & Advisor Enablement is a strategic executor who brings the Wealth marketing vision to life—owning content, collateral, and enablement while building scalable infrastructure that field teams and advisors can leverage. Reporting to the VP of Marketing, Financial Services, this role translates strategy into action: developing national resources that help advisors grow their practices and serve clients effectively.  

This person will build and maintain the national library of content, playbooks, and enablement resources—working shoulder-to-shoulder with field teams to understand advisor needs and continuously refine what gets built. While Wealth is the primary focus, this role will also support integration marketing for acquisitions and contribute to initiatives across Retirement and Executive Benefits—helping build a more unified Financial Services story. 

The ideal candidate has a builder mindset—someone who understands the bigger picture, connects strategy to execution, and thrives on creating structure that makes teams more effective.  

Essential Duties and ResponsibilitiesWealth Marketing Execution 

• Develop and produce national marketing content and collateral—pitch decks, one-pagers, case studies, thought leadership, and proposal content—that can be deployed and personalized for local markets 

• Manage content calendars and editorial planning for Wealth thought leadership, market commentary, and client-facing communications 

• Develop content, messaging, and creative assets that support demand generation campaigns in partnership with centralized teams 

• Support Workplace to Wealth marketing initiatives with content and enablement resources 

• Develop social media content and advisor amplification resources for field teams 

• Coordinate national speaking opportunities, conference sponsorships, and webinar execution and develop national content for field events 

• Liaise with Compliance to route, track, and secure approvals for all marketing materials, ensuring teams have access to compliant, ready-to-use resources 

• Use analytics to measure content performance and refine ongoing strategy 

• Partner with field marketing and enablement teams to understand their needs, gather feedback, and continuously improve national resources 

• Develop enablement resources—playbooks, presentations, talking points, campaign toolkits, and competitive positioning materials 

• Build and maintain a centralized content clearinghouse as a single source of truth for national content, ensuring field teams and advisors have easy access to consistent, high-quality, compliant resources 

• Help establish consistent marketing processes and resources that reflect the 'OneDigital Way'—giving field teams and advisors a unified experience regardless of location 

• Manage enablement platform content governance and drive adoption among advisors and field teams 

• Support RFP and pitch processes by ensuring teams have access to accurate, compelling, and compliant content 

• Build scalable, repeatable enablement processes and infrastructure that can be leveraged across Financial Services 

• Help craft M&A messaging narratives for prospective Financial Services firms 

• Support M&A marketing initiatives including always-on nurture campaigns, targeted outreach, and drip sequences 

• Partner with integration and field teams on onboarding, brand transition, and platform adoption for acquired teams 

• Develop scalable integration marketing frameworks and partner with field teams on execution—accelerating time-to-value, ensuring consistent messaging, and delivering a seamless experience for newly joined advisors 

• Partner closely with field teams—ensuring national programs are built with local execution in mind and that teams have what they need to succeed 

• Support cross-practice marketing initiatives that reflect OneDigital's integrated health, wealth, and benefits value proposition  

• Collaborate with Retirement, Executive Benefits, and other FS marketing leaders on shared initiatives 

• Work with other teams as needed to execute marketing programs 

• Create scalable workflows and processes that improve speed, consistency, and visibility across marketing and enablement 

• 7+ years of marketing experience in financial services, ideally in wealth management, RIA, advisory, or adjacent financial services sectors 

• Deep understanding of advisor/client acquisition journeys across B2B, B2B2C, and B2C motions 

• Proven ability to build scalable marketing processes, enablement programs, and content infrastructure 

• Experience supporting or partnering with field teams in a distributed model 

• Experience with marketing technology platforms (CRM, marketing automation, enablement tools like Seismic, etc.)  

• Understanding of compliance requirements in financial services marketing 

• Excellent project management skills with ability to manage multiple priorities and deliver on deadlines 

• Strong communication and cross-functional collaboration skills 

• Bachelor's degree in Marketing, Business, Communications, or related field 

• Experience with sales enablement content governance, platform adoption optimization, and driving engagement at scale 

• Experience supporting RFP and pitch processes, including proposal content and competitive positioning 

• Experience developing playbooks, process documentation, and operational marketing frameworks 

• Experience supporting M&A, integrations, or acquired-team onboarding 

• Comfort using AI tools to improve speed, quality, and execution 

• Strategic builder—sees how execution connects to business objectives and brings both vision and follow-through 

• Field-first mindset—understands that success means making field teams’ and advisors' lives easier 

• Hands-on executor—comfortable producing work, not just managing it 

• Process-oriented—naturally looks for ways to create consistency, efficiency, and repeatability 

• Collaborative partner—builds trust quickly and works effectively across teams 

• Self-starter—operates with autonomy and moves initiatives forward without waiting for perfect direction 

• Student of the game—naturally curious about strategy, wealth management, marketing trends, and technology 

The typical base pay range for this role nationwide is $120,000 to $135,000 per year.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. 

To learn more, visit: [www.onedigital.com/careers](http://www.onedigital.com/careers)

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