Advisor Team Communications Lead

Job Summary

To enhance the effectiveness and clarity of communications for advisor teams, the full-time remote Advisor Team Communications Lead will manage the end-to-end communications process, ensuring timely and relevant information is delivered while collaborating with various departments across the organization.

Key responsibilities

• Develop and execute internal communication strategies tailored to advisor needs and corporate objectives
• Own the execution of recurring advisor communications, including newsletters and webinars, while managing timelines and content quality
• Serve as the primary liaison between corporate departments and advisor teams, facilitating information flow and gathering feedback

Required qualifications

• Bachelor's degree in Communications, Marketing, Business, Journalism, or a related field
• 5+ years of experience in internal or corporate communications, preferably within the financial services industry
• Strong understanding of financial advisory business models and advisor needs
• Proven ability to drive projects to completion in fast-paced environments with shifting priorities
• Experience with communication platforms such as Microsoft 365 and Salesforce