Marketing Consultant - PWM

About The Role

The Private Wealth Management (PWM) Marketing Consultant serves as a strategic growth partner to Market Directors, Branch Leaders, Financial Advisors, and support staff across assigned markets and branches. This role leads consultative marketing planning, influences growth-focused decisions, and helps advisors and branches translate business goals into practical, measurable marketing strategies. The role exists to elevate the PWM business through stronger marketing planning, better use of marketing resources, and partnership with the broader Wealth Center and Marketing & Communications organization.

Responsibilities

• Serve as a strategic marketing partner to Market Directors, Branch Leaders, Financial Advisors, and support staff, helping them connect business objectives to effective marketing approaches
• Lead the development and execution of the strategic marketing plans and tactics by partnership with Wealth Center colleagues, Creative Services and other M&C colleagues
• Guide advisors and teams through marketing maturity conversations, assessing current state, identifying gaps, and recommending next-step strategies that support business development and client engagement
• Partner with PWM leadership and Finance on branch marketing budgets, charitable match programs, and related planning discussions to help ensure resources are used strategically
• Manage day-to-day field engagement for assigned markets or branches, balancing responsiveness with strategic prioritization and directing work across the PWM Marketing team as needed
• Define success for initiatives and use qualitative and quantitative insights to evaluate outcomes and refine future recommendations
• Identify unmet needs, recurring gaps, and opportunities for new tools, resources, or platform enhancements that better support advisors and strengthen the PWM marketing ecosystem
• Lead or contribute to high-impact projects and initiatives for the broader PWM business, while sharing best practices and helping raise the overall level of consulting across the team
• Influence client and stakeholder decisions by redirecting or refocusing requests when they are not feasible, not best practice, or not aligned to agreed-upon business objectives
• Drive client focused marketing consultations by proactively defining objectives, guiding ambiguous needs through thoughtful questions, and defining success using data and analytics
• Leverage long term vision of business environment to anticipate client needs, proactively drive decisions, and use data to report back to client and develop future marketing strategies
• Show strong negotiation skills by redirecting unrealistic client requests, navigating difficult conversations, and encouraging innovative solutions and efficient use of resources across M&C collaborations
• Exhibit deep expertise around business unit’s client base, decision drivers, and marketing disciplines, serving as a trusted SME who translates objectives into effective strategies and shares knowledge across the M&C team

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field, or equivalent combination of education and experience
• 8+ years of marketing and communications experience within a financial services or professional services environment
• Previous experience supporting field sales representatives, clients, and/or Financial Advisors on marketing strategy and support is preferred
• Ability to handle objections, redirect requests diplomatically, and maintain strong field relationships
• Excellent marketing plan development and project management skills
• Ability to be influential using fact-based arguments without relying on positional authority
• Comfort with ambiguity, strong organizational discipline, and the ability to stay focused on a small number of high-impact priorities