Marketing Program Manager | Strategic Partnerships (Remote Work Option)

🚀 Job Overview

Wealth Enhancement Group is seeking a Marketing Program Manager to lead their Strategic Referral Program (SRP). This role is responsible for creating and implementing end-to-end marketing programs focused on generating high-quality referrals from strategic partners. The position will work closely with CPAs, attorneys, insurance agents, bankers, and other centers of influence to drive growth of the referral program, targeting high net worth business owners and professionals.

ASSUMPTION: Based on the job description, this appears to be a mid-to-senior level marketing role focused on B2B partnerships within the wealth management industry. The role seems to combine strategic program development with tactical execution of marketing initiatives.

📋 Key Responsibilities

• ✅ Develop comprehensive marketing strategies and plans to support growth of the referral program
• ✅ Design, implement, and manage marketing programs that differentiate WEG's value proposition to referral partners
• ✅ Research content from current providers and collaborate to create custom content
• ✅ Identify, onboard, and nurture relationships with key referral partners
• ✅ Establish strong relationships with key personnel at strategic partner programs
• ✅ Coordinate delivery of all marketing resources for SRP (collateral, events, campaigns)
• ✅ Manage marketing budget for the Strategic Referral Program
• ✅ Specify and drive implementation of marketing automation and technology requirements
• ✅ Manage booth, presentation, and other event-related processes with Events team
• ✅ Drive cross-functional program meetings to ensure follow-up and addressing of obstacles to growth
• ✅ Define marketing processes in partnership with Operations team
• ✅ Manage external vendors as needed
• ✅ Work with advisor teams to continue growth of the program
• ✅ Expand Strategic Partner Program to include additional Centers of Influence
• ✅ Conduct market and competitive analyses

🎯 Required Qualifications

Education: Bachelor's Degree (or equivalent experience) in business or marketing

Experience:

• 7+ years of B2B and/or B2C marketing experience
• 2+ years experience in wealth management industry
• 2+ years experience in partner marketing
• Track record of using various marketing tactics to drive measurable revenue increase
• Demonstrated success creating scalable new marketing programs from scratch

Skills:

• Experience using CRM systems (Salesforce preferred)
• Excellent communication, presentation, listening and analytical skills
• Proven time management and organizational skills
• Ability to travel domestically for at least 2-4 days per month

💰 Compensation & Benefits

Salary Range: $116,000.00 - $136,000.00 base salary (entire Manager level range at company is $97,500.00 to $156,000.00)

Benefits:

• Annual corporate bonus eligibility
• Medical, dental and vision coverage for employees and families
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance (employer paid and voluntary options)
• Short-term and long-term disability, workers compensation (employer paid)
• 401k with match and profit sharing
• Wellness programs and resources
• 18 days of paid time off (25 days after 4 years)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and credentials
• Professional development opportunities
• Voluntary benefits including pet insurance

Industry Comparison: This salary range appears competitive for marketing management positions in the financial services industry, particularly when factoring in the comprehensive benefits package and remote work option.

ASSUMPTION: The competitive nature of this compensation is based on typical salary ranges for similar marketing management roles in the financial services sector, considering the breadth of responsibilities and required experience.

🔍 Company Context

Industry Position: Wealth Enhancement Group is an independent wealth management firm providing financial planning and investment management services to over 75,000 households nationwide. The company has been in operation since 1997 and has over 100 offices across the United States.

Company Size: Mid-to-large size with 100+ offices nationwide

Company Stage: Established growth company with national footprint

ASSUMPTION: Based on the mention of 100+ offices and 75,000 households served, Wealth Enhancement Group appears to be a well-established player in the wealth management industry that is still focused on growth through partnerships and referrals.

📊 Role Analysis

Career Level: Mid to Senior level (based on 7+ years experience requirement and management responsibilities)

Reporting Structure: Likely reports to SRP leadership or marketing director

Team Size/Composition: Not specified, but role appears to have significant cross-functional coordination responsibilities

Growth Opportunities: Potential for advancement into senior marketing leadership roles or strategic partnership development

ASSUMPTION: The reporting structure is inferred based on references to "SRP leadership" in the job description. The cross-functional nature suggests this role would interface with multiple departments including sales, operations, technology, compliance, and events teams.

🌍 Location & Work Environment

Office Type: Remote work option available (as indicated in job title and #LI-REMOTE tag)

Geographic Context: United States-based position with no specific location requirement mentioned

Work Schedule: Standard full-time with occasional travel (2-4 days per month)

Regional Considerations: Position requires understanding of wealth management regulations and practices across different U.S. markets

ASSUMPTION: While remote work is an option, the travel requirement and the nature of partnership building suggests some in-person meetings will be necessary. The nationwide scope of the company suggests the role may involve working with partners across multiple regions.

💼 Interview & Application Insights

Typical Process: Financial services firms typically have multiple interview rounds including initial HR screening, manager/team interviews, and potentially case studies or presentations to demonstrate marketing program development skills

Key Assessment Areas: Strategic thinking, partnership development experience, marketing program management, ability to drive revenue growth, industry knowledge

Application Tips: Highlight specific examples of successful B2B partnership marketing initiatives, emphasize measurable revenue growth you've driven, and demonstrate understanding of the financial services/wealth management industry

ATS Keywords: strategic partnerships, B2B marketing, wealth management, referral marketing, partner relationships, program management, CPA partnerships, revenue growth, financial services marketing, Salesforce CRM

ASSUMPTION: These insights are based on standard practices in marketing hiring for the financial services industry and the specific requirements mentioned in the job description.

🛠️ Tools & Technologies

• Salesforce CRM (specifically mentioned)
• Marketing automation platforms
• Content management systems
• Analytics and reporting tools
• Event management software
• Project management tools

ASSUMPTION: Apart from Salesforce which is explicitly mentioned, these other tools are commonly used in marketing program management roles and would likely be relevant based on the responsibilities described.

👔 Cultural Fit Considerations

Company Values: The job description emphasizes "an endless passion for enriching the lives of clients" and mentions the company "tirelessly raised the standard of wealth management" suggesting a client-first, high-standards culture

Work Style: The role description suggests an entrepreneurial, results-driven environment that values measurable growth, creativity, and cross-functional collaboration

Self-Assessment:

• Are you comfortable building and scaling new programs from the ground up?
• Do you thrive in an environment that measures success through revenue growth?
• Are you skilled at managing relationships with external partners?
• Can you effectively coordinate across multiple internal teams?
• Are you passionate about financial planning and wealth management?

ASSUMPTION: These cultural elements are inferred from the language used in the job description, particularly phrases like "flexible entrepreneurial mindset," "obsession with driving measurable revenue growth," and the emphasis on relationship building.

⚠️ Potential Challenges

• Balancing strategic planning with hands-on execution across multiple marketing initiatives
• Coordinating across many internal stakeholders (SRP team, sales, operations, compliance, etc.)
• Building and maintaining relationships with diverse external partners
• Meeting revenue growth expectations while managing program budget
• Monthly travel requirements alongside remote work responsibilities

ASSUMPTION: These potential challenges are based on the comprehensive list of responsibilities that span strategy, execution, relationship management, and cross-functional coordination.

📈 Similar Roles Comparison

This role combines elements of several common marketing positions:

• Partner Marketing Manager: Similar focus on developing marketing initiatives with strategic partners, but this role has broader program development responsibilities
• Financial Services Marketing Manager: Similar industry focus, but this role has specific emphasis on referral partnerships rather than direct client acquisition
• B2B Marketing Program Manager: Similar program management responsibilities, but with the added complexity of the wealth management regulatory environment
• Channel Marketing Manager: Similar partner relationship focus, but with more emphasis on program creation rather than just channel execution

ASSUMPTION: This comparison is based on standard marketing role structures in the financial services industry and how this specific position combines elements of multiple traditional roles.

📝 Sample Projects

• Developing and launching a content strategy specifically for CPA partners to share with their high-net-worth clients
• Creating and executing a quarterly event series bringing together strategic referral partners and WEG advisors
• Building a reporting dashboard to track referral conversion metrics by partner type and region
• Designing and implementing an onboarding process for new strategic referral partners
• Creating case studies showcasing successful client outcomes from strategic partner referrals

ASSUMPTION: These projects are illustrative examples based on the responsibilities listed in the job description and typical activities for a strategic partnerships marketing role in wealth management.

❓ Key Questions to Ask During Interview

1. What are the specific growth targets for the Strategic Referral Program over the next 1-2 years?
2. How is success measured for this role beyond referral volume? What key performance indicators are prioritized?
3. What types of strategic partners have been most successful for the program so far, and which partner categories are you looking to expand?
4. How does the marketing team collaborate with financial advisors to maximize referral relationships?
5. What systems and technologies are currently in place to support the referral program, and are there plans to enhance these tools?
6. How does compliance factor into the marketing initiatives for financial services partners?

ASSUMPTION: These questions are suggested based on the strategic partnership nature of the role and the wealth management industry context but may need to be adapted based on specific interview discussions.