Job Description

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're looking for a Marketing Manager | Integrations who will be responsible forarchitecting and continuously evolving the marketing integration model from signed Letter of Intent through 90+ days post-close ensuring newlyacquiredadvisorteamstransition smoothly, adopt WEG’s marketing ecosystem, and activate measurable growth early in their partnership As Wealth Enhancement Group continues to grow through increasingly sophisticated and upmarket acquisitions, the MarketingManager |Integrationsplays a critical leadership role in translating complex M&A activity into scalable, growth-driven marketing outcomes.

TheMarketing Manager | Integrationscurrentlyleads a team of two onboarding project managers andoperatesconfidently in ambiguous, high-visibility deal environments. This individual must be comfortable navigating large firms, influencing without authority, surfacing risks before they materialize, and driving clarity where precedent does not exist.

Success in this role requires a bias toward action, executive presence, operational discipline, and the ability to transform one-off integrations into repeatable, scalable systems.This is a true player-coach role. While responsible for strategic oversight and model evolution, thismanagermust also be willing to step into day-to-day execution when deal volume or complexity requires it.

Success requires close collaboration across departments and a willingness to lead from the front stayingclose to the work while elevating the model.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. 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 Marketing Integration Leadership

• Serve as the marketing lead from signed LOI through 90+ days post-close, translating deal complexity into clear, actionable integration plans.

• Share accountability for both strategic direction and day-to-day execution across integrations.

• Partner with M&A, Integration, Advisor Services, Technology, and Leadership teams to align marketing strategy with broader transitionobjectives

• Provide executive-level clarity on integration risks, readiness, and growth opportunities.

• Surface potential friction points early and proactively escalate where necessary.

• Operate effectively in ambiguous situations where prior models may not exist.

• Work collaboratively across teams to solve integration challenges in real time, ensuring alignmentwithin our offerings,while minimizingexceptions where possible.

Growth Acceleration & Revenue Orientation

• Align marketing onboarding to measurable growth outcomes — not just brand transition.

• Identifyearly-stage New Client New Money (NCNM) and Existing Client New Money (ECNM) activation opportunities.

• Support the development of a structured growth roadmap for eachacquiredfirm

• Identifyrepeatable revenue levers across integrations and formalize them into scalable playbooks.

• Track and report on KPIs including onboarding timelines, early marketing adoption, and growth activation milestones.

Pre-Close MarketingStrategy,Assessment & Risk Framework

• Lead marketing diligence and readiness assessments pre‑close, partnering with M&A and Integration to shape integration strategy, resourcing, and growth expectations before APA.

• Assess prior marketing strategy, spend, brand positioning, client experience, digital presence, vendor dependencies, and growth potential.

• Help translate findings into clear risk summaries and opportunity briefs for internal stakeholders.

• Flag unique integration requirements early to inform resourcing, budgeting, and sequencing.

• Evaluate external vendor relationships anddeterminealignment or transition strategy.

Leadership & Team Development

• Lead, coach, and develop twoonboardingproject managers tooperatewith increasing autonomy and accountability.

• Establish clear performance expectations, deadlines, andexecutionrigor.

• Lead as a true player-coach — setting direction whileremainingclosely engagedin integrations.

• Take ownership of outcomes by stepping directly into execution when needed tomaintainpace and protect advisor experience.

• Work side-by-side with project managers during critical moments, modelingstandardsand decision-making in real time.

• Foster a culture of ownership, speed, and continuous improvement.

• Ensure project managers are prepared, proactive, and solution-oriented in stakeholderand teaminteractions.

Scalable Integration Model & Operational Innovation

• Continuously evolve and standardize the marketing integration framework to support larger, more complex acquisitions.

• Build repeatable onboarding milestones, communication cadences, andintegrationtoolkits.

• Identifyopportunities to automate manual processes using AI and system enhancements.

• Improve day-to-day workflows, documentation clarity, and execution discipline to strengthen consistency across integrations.

• Leverage platforms such as Wrike, Salesforce, FMG Suite, andDealRoomto increase transparency and reduce friction.

• Create executive-level dashboards and reporting for leadership visibility.

• Transform one-off integration learnings into documented best practices.

Relationship & Change Management

• Serve as a primary marketing ambassador to newlyacquiredadvisor teams.

• Stayclosely connectedto live deal activity to ensure speed, clarity, and advisor confidence throughout transition.Confidently engage advisors during sensitive transitions.

• Balance empathy with decisiveness in change management conversations.

• Facilitate marketing platform training and subject matter expert introductions.

• Ensure marketing systems, branding, and communication tools are fully operational to support client engagement at close.

• Coordinate structuredhandoffto Regional Marketing Specialists and Premium Marketing programs.

Cross-Functional Integration & Handoff

• Partner withMarketing Consultants beginning approximately two months post-close to ensure seamless transition into ongoing growth supportin Advisor Marketing

• Ensure foundational marketing elements are completed, documented, and positioned for acceleration at handoff.

• Define and operationalize clean transition processes into WEG’s centralized marketing ecosystemsuch as team name change, spin offs and more.

What Success Looks Like (First 12 Months)

• Reduced onboarding cycle time without sacrificing quality.

• Clear executive reporting framework for marketing integration performance.

• Repeatable integration toolkit built for upmarket and complex transactions.

• 100% ofacquiredteams launch with documentedmarketing plan

• Early marketing adoption and measurable growth engagement withinfirst90 days

• Strong advisor satisfaction and internal stakeholder confidence in marketing integration.

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Education / Qualifications

• Bachelor’s degree in Marketing, Business, or related field; or equivalent professional experience.

• 7+ years of experience in marketing, M&A integration, operations, or complex project leadership.

• Experience in financial services, wealth management, or advisor marketingstronglypreferred.

• Demonstrated ability to lead cross-functional initiatives in high-growth environments.

• Proven experience managing and developing team members.

• Strong executive presence and ability to influence senior stakeholders.

• Experience navigating ambiguity and driving clarity without complete information.

• Strong operational discipline with a bias toward action.

• AI-savvy mindset with interest inleveragingautomation and systemization to increase scale.

• Exceptional written, verbal, and presentation skills.

• Highly organized, deadline-driven, and comfortable managing multiple integrations simultaneously.

• Experience working on M&A integrations or founder-led firm transitions preferred.

• Salesforce or CRM system experience.

• Marketing automation and digital platform experience.

• Change management, onboarding, or training program development.

• Advanced project workflow documentation and dashboard reporting experience.

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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.