Senior Advisor Marketing Manager

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Posted Monday, August 31, 2026 at 8:00 AM

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

The Senior Advisor Marketing Manager is an advisor-facing marketing strategist responsible for helping Kestra Financial, Kestra Private Wealth Services, and Blue spring Wealth Partners advisors strengthen their brands, clarify their growth story, and adopt practical marketing programs. The role is entails diagnosing advisor needs, building actionable roadmaps, coordinating vendor and internal resources, and scaling advisor education through one-to-many programming. The ideal candidate blends consultative confidence with project discipline, financial services marketing expertise, and the ability to help advisors translate brand, digital presence, content, campaigns, and client engagement into measurable growth.

• Provide strategic recommendations and vendor direction where the business unit model is consultative.
• Provide more hands-on coordination for firm onboarding, brand migration, marketing assessments, co-branding logistics, and vendor handoffs where the business unit model requires deeper support.

• Lead or coordinate research calls, current-state reviews, recommendations, roadmaps, resource alignment, and results check-ins.
• Evolve assessments beyond tactical reviews by focusing on personal brand, target audience, unique value proposition, messaging framework, and the firm’s growth objectives.
• Develop one-to-many programming such as quarterly seminars, forums, newsletters, Ignite modules, workshops, office hours, and reusable toolkits.
• Equip advisors with practical marketing techniques so the team can reach more advisors without relying solely on 1:1 consulting.

• Coordinate with partners such as FMG, Story Amplify, Finance Studio, Tangram Sky, Acti Fi, design resources, and other approved providers.
• Ensure advisors receive a clear warm handoff, defined scope, project expectations, and follow-up support.

• Support new or transitioning firms with brand and website onboarding, co-branding deliverables, business cards, stationery, signage, and vendor coordination.
• Partner with integration, M&A, business consulting, advisor engagement, creative, communications, and business-unit marketing teams to reduce delays and create a professional launch experience.

• Serve as a strategic marketing consultant to advisors and firms, connecting marketing activity to business goals, client growth, referrals, retention, and advisor-client engagement.
• Lead discovery and research conversations to understand each advisor’s target market, differentiators, current marketing activity, digital presence, growth goals, and available resources.
• Build practical marketing recommendations and roadmaps that prioritize what advisors should tackle first, second, and third across brand, website, content, social, events, email, referrals, and lead generation.
• Coordinate marketing assessments for Blue spring…