Manager of Wealth Growth Marketing - Remote (CST, MST or PST)

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.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity: 

Summary:

The Manager, Wealth Growth Marketing connects OneDigital’s national marketing capabilities with advisor growth across the West and Central regions—helping advisors put campaigns, tools, resources, and growth initiatives to work in their local markets. With an advisor-first, consultative mindset, this individual partners with wealth advisors and teams as they build and execute their growth plans, helping them prioritize opportunities, strengthen prospecting practices, improve pipeline visibility, adopt AI-enabled solutions, and activate client, center-of-influence, and cross-practice referral strategies.

Reporting to the Director, Financial Services Field Operations, this role operates at the intersection of field marketing, sales enablement, and growth operations. This individual adapts national programs for local relevance and develops market-level campaigns where opportunities exist. By bringing regional insights to national teams and scaling proven practices across markets, this role strengthens alignment between national strategy and local needs while helping advisors build more consistent, effective growth practices.

Essential Duties and Responsibilities:

• Serve as a trusted growth marketing consultant to wealth advisors, helping them prioritize high-impact opportunities and translate national marketing programs into practical, locally relevant growth activation plans.
• Partner with advisors as they build their individual growth plans, connecting them to the national campaigns, tools, content, programs, and enablement resources best suited to their goals, specialties, and local market opportunities—and driving adoption of growth-enablement platforms and other approved AI and convergence solutions through individual and small-group enablement.
• Adapt national campaigns and marketing assets for local market relevance and develop local market campaigns and activations where national programs do not address a specific regional opportunity.
• Help advisors incorporate AI-enabled tools and digital coworkers into their prospecting practices to identify opportunities, prioritize outreach, and build more consistent business development habits while reinforcing responsible use, data quality, and compliance requirements.
• Use CRM data, performance indicators, and field insights to monitor campaign participation, lead response, opportunity progression, advisor engagement, technology adoption, referral activity, and event outcomes—identifying execution gaps and recommending practical actions that improve follow-through and results.
• Support consistent execution of the Workplace to Wealth program by reinforcing program standards, lead-management processes, follow-up expectations, and CRM requirements; monitoring opportunity progression; and partnering with advisors and market leaders to address execution barriers.
• Enable wealth advisors to develop and activate client, center-of-influence (COI), and cross-practice referral strategies, recognize growth opportunities, and engage the appropriate partners to advance warm introductions and referrals.
• Advise wealth advisors and market leaders on event strategy for seminars, webinars, sponsorships, client appreciation programs, centers-of-influence events, and other prospecting initiatives—including audience selection, engagement objectives, lead-capture and follow-up approaches, and measures of success.
• Support the integration and onboarding of newly acquired and newly joined advisors and teams by connecting them with relevant marketing programs, growth resources, and enablement opportunities that accelerate adoption and field activation.
• Serve as the connection point between the field and national teams—surfacing resource gaps, advisor feedback, local-market intelligence, and successful practices that can be scaled so national teams can strengthen campaigns, resources, technology investments, and enablement priorities while maintaining alignment between enterprise strategy and local-market needs.

Qualifications, Skills and Requirements:

 Required

• Strong consulting and facilitation skills, with the ability to turn strategy into practical action and influence stakeholders without direct authority.
• Strong understanding of pipeline and funnel marketing, including lead management, conversion, opportunity progression, and pipeline visibility.
• Proficiency with Salesforce and experience using CRM data to evaluate activity, identify opportunities, and inform recommendations.
• Ability to interpret data, recognize patterns, diagnose barriers, and identify successful practices that can be standardized and scaled across markets.
• Ability to adapt enterprise programs to local-market needs while maintaining alignment with national strategy, standards, and priorities.
• Strong written, verbal, organizational, and relationship-management skills, with the ability to manage multiple stakeholders and priorities across a large geographic territory.
• Ability to travel throughout the West and Central regions as business needs require.

Preferred

• Familiarity with broader financial services landscape, including retirement plan consulting and nonqualified executive benefits solutions.
• Experience supporting referral programs, COI strategies, and advisor-led event strategies.
• Experience driving cross-practice or converged growth.
• Experience driving adoption of AI-enabled sales, marketing, prospecting, or revenue-intelligence tools.
• Familiarity with Seismic, ZoomInfo, intent-data platforms, marketing automation, and reporting tools.
• Experience supporting the integration and onboarding of newly acquired or newly joined advisors and teams.

Education, Training and Experience:

• Bachelor's degree in Marketing, Business, Finance, or a related field, or equivalent related experience
• 6+ years of experience in field marketing, advisor marketing, growth marketing, sales enablement, revenue operations, or a related discipline.
• Experience in the wealth management industry and a strong understanding of the financial advisor role and advisor-led growth.
• Experience developing and executing marketing campaigns, including audience selection, segmentation, messaging, channel approach, and performance measurement.

The typical base pay range for this role nationwide is $85,000 to $110,000 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  

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!