Advisor Team Communications Lead
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AI Summary
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for an Advisor Team Communications Lead!
This position plays a vital role in enhancing the effectiveness, clarity, and consistency of communications delivered to advisor teams. As a strategic communications partner and execution lead, you will ensure advisors receive timely, relevant, and actionable information aligned with firm priorities that supports their ongoing success.
Success in this role requires exceptional organization, adaptability, and follow-through in a fast-paced, evolving environment. The Advisor Team Communications Lead owns the end-to-end communications process - from planning and stakeholder alignment to content creation, distribution, and measurement - and serves as a central point of coordination across the organization.
This is a Remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $120,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Strategic Communication Planning
Develop and execute internal communication strategies tailored to advisor needs.
Align messaging with corporate objectives and advisor engagement goals.
Collaborate with leadership to prioritize and schedule communications.
Serve as the operational owner of the advisor communications calendar, ensuring communications are coordinated and executed effectively across departments.
Content Development and Management
Own the execution of recurring advisor communications, including weekly newsletters, leadership updates, meeting communications, and other advisor-facing messaging.
Coordinate and execute weekly advisor webinar presentations, including agenda development, speaker preparation, content review, logistics, and follow-up communications.
Manage communication timelines and deadlines to ensure initiatives are delivered accurately and on schedule.
Drive communications projects from concept through completion, balancing multiple priorities and stakeholders.
Anticipate communication needs and proactively develop materials supporting advisor teams during periods of change, growth, or critical initiatives.
Create, edit, manage, and distribute high-quality content, including newsletters, announcements, FAQs, talking points, and presentations.
Translate complex financial or operational updates into clear, advisor-friendly language.
Maintain a consistent tone and voice across all advisor-facing materials.
Cross-Functional Liaison
Serve as the primary point of contact between corporate departments (such as Marketing, Compliance, Product, and Operations) and advisor teams.
Facilitate the flow of information and determine the best cadence, channel, and message to ensure advisors are informed of key initiatives, changes, and opportunities.
Gather feedback from advisors and relay insights to corporate stakeholders.
Process Improvement and Communication Tools
Maintain and enhance a systematic communication approval process.
Evaluate and enhance communication channels (e.g., website, email platforms, CRM) and innovative technology solutions.
Leverage AI tools to increase content speed, ensure consistency, surface new ideas, and streamline recurring communication processes.
Implement best practices for message delivery, frequency, and format.
Monitor communication effectiveness and recommend improvements based on data and feedback.
Advisor Engagement and Support
Support advisor onboarding and ongoing education through communication initiatives.
Coordinate with training and development teams to ensure alignment of messaging.
Promote advisor participation in firm-wide initiatives, events, and programs.
All other duties as assigned.
Education & Qualifications
Bachelor’s degree (or equivalent experience) in Communications, Marketing, Business, Journalism, or a related field.
5+ years of experience in internal communications, corporate communications, or advisor support within the financial services industry. Experience working on an advisor team is strongly preferred.
Strong understanding of financial advisory business models and advisor needs.
Exceptional writing, editing, and verbal communication skills.
Demonstrated success operating in fast-paced, high-growth, or rapidly changing environments where priorities shift frequently and execution speed is critical.
Proven track record of driving projects to completion with a high degree of ownership, accountability, and attention to detail.
Strong bias toward action and execution; capable of moving initiatives forward independently while managing competing priorities.
Exceptional organizational and stakeholder management skills, with the ability to influence across all levels of the organization.
Comfortable operating in ambiguity and able to adapt quickly as business needs evolve.
Experience with communication platforms (e.g., Microsoft 365, Mail Merges in Outlook, Teams Webinars, GoToWebinar, Salesforce, Wistia, intranet tools).
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality preferred
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400.00 - $131,100.00. The Advisor Team Communications Lead role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and 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
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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