Advisor Team Communications Lead

About the role

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 asa central pointof 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, ora relatedfield. 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, edit

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