Advisor Marketing Manager

Who We Are:   

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that’s truly unique. 

The Role:

Lenox Advisors is seeking a consultative, advisor-first marketing partner who can translate business goals into clear positioning, practical programs, and high-quality deliverables – balancing strategic thinking with hands-on execution.

As the Manager, Advisor Marketing you will serve as a trusted partner to our financial advisors and relationship managers, building marketing programs that serve to elevate their business. As a new addition to the team, you’ll help shape how Advisor Marketing operates through new solutions and evolving offerings with scalability in mind.  In addition to direct advisor partnership, this position will collaborate with Sales and Leadership to support enterprise-wide initiatives, special projects, and shared resources that enable advisor team success.

Ideally, this role will be hybrid (2 to 3 days per week) in either New York City or Chicago to foster collaboration. Additionally, we are open to considering a uniquely qualified remote candidate.

What You Will Do:

Advisor Partnership and Program Building

• • Build strong relationships with RMs and advisor teams by listening, gathering feedback, and understanding what they need to grow.
  • Turn advisor and RM input into scalable marketing support, including messaging, content, campaigns, toolkits, case studies, and shared resources.
  • Act as the primary point of contact for inbound marketing requests from the field, and bring clarity to what is needed, what is possible, and what will drive real impact.
  • Help advisors and RMs bring relevant offerings to clients and prospective clients through clear, compliant, high-quality marketing materials.

• Build strong relationships with RMs and advisor teams by listening, gathering feedback, and understanding what they need to grow.
• Turn advisor and RM input into scalable marketing support, including messaging, content, campaigns, toolkits, case studies, and shared resources.
• Act as the primary point of contact for inbound marketing requests from the field, and bring clarity to what is needed, what is possible, and what will drive real impact.
• Help advisors and RMs bring relevant offerings to clients and prospective clients through clear, compliant, high-quality marketing materials.

Intake, Prioritization, and Operating Rhythm

• Create and manage a simple, sustainable system to triage and prioritize requests across a large RM population
• Partner with Sales and Leadership to align on what matters most and build a consistent engagement approach across regions and offices.

Cross-Functional Collaboration

• Collaborate with Advisor Marketing peers and cross-functional partners (design, digital marketing, sales leadership) to deliver work smoothly and on time.
• Work with internal teams to ensure deliverables are on brand, aligned to business objectives, and ready for use in the field.
• Contribute to Advisor Marketing initiatives such as intranet oversight, campaign enhancements, toolkit development, and shared resource updates.

Measurement and Continuous Improvement

• Help define what success looks like and build the measurement approach, including KPIs and tracking for advisor marketing activities (events, campaigns, creative placements, channel strategy, and adoption).
• Provide actionable insights on what is working, what needs improvement, and where to double down.
• Use data-driven and iterative approach to further enhance and optimize advisor engagement and marketing tactics.
• Research and stay informed on ideas within and outside the industry to make recommendations and bring innovative ideas to advisor teams.
• Build feedback loops that make it easy for advisors and RMs to share input and request support, and ensure the experience improves over time.

What We’re Looking For:

Experience and Knowledge

• 5 to 8 years of experience in wealth management, financial services, insurance, or advisory practice marketing.
• Strong understanding of wealth management business operations, with expertise in at least two of the following: financial planning, client acquisition, practice management, business operations, or project management.
• Experience supporting field teams, sales organizations, advisors, or relationship managers (sales enablement, advisor marketing, field marketing, practice management, or similar).
• Comfort working in regulated environments where compliance and brand standards matter.

Skills and Abilities

• Strong consulting and relationship-building skills. You know how to build trust, ask the right questions, and guide stakeholders to the best outcome.
• Ability to bring structure to ambiguity. You can design a system, prioritize competing needs, and communicate tradeoffs clearly.
• Strong writing and messaging instincts, including the ability to simplify complex ideas into usable field-ready language.
• Ability to balance strategic thinking with hands-on execution and follow-through.
• Data-aware and improvement-minded, with the ability to set metrics, track performance, and evolve programs based on results.
• Proficiency in Microsoft Office.
• Experience with Salesforce and tools such as Canva, Pardot (Account Engagement), and Hearsay/Yext is helpful.

Education and Licensing

• Bachelor’s degree or equivalent experience.
• Nice to have: Series 7, 66, or combination of 63 and 65.

What We Offer:  

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $105,000.00 – $125,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 

NFP and You… Better Together! 

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.