Marketing Automation Specialist

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 Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 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

We have an exciting opportunity for a Marketing Automation Specialist ! The Marketing Automation Specialist supports the execution of campaigns such as the development and implementation of marketing and advisor engagement programs including prospect or client nurture programs, trigger-based communications, and general email campaigns and landing pages with forms. This role will grow to assist with specialized projects involving Marketing Cloud personalization.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00 , exclusive of bonuses and benefits.

• Use Marketing Automation to build and test various types of engagement plans for the channels of email, direct mail, and SMS.
• Collaborate with paid media, integrated marketing to build, implement, analyze, and optimize workflows through marketing automation platform (Marketing Cloud).
• Acts as “first responder” to trouble-shoot marketing automation technology issues and elevate as needed.
• Build basic performance reports for our acquisition and engagement programs using Dataroma in Marketing Cloud.

• Perform list counts as requested.
• Build marketing cloud audiences (prospect, client, and MCP segment sources).
• Report segment improvements to Director of Marketing Automation.

• Conduct A/B testing on an ongoing basis.
• Make recommendations to improve performance KPI’s and audience accuracy.
• Establish best practices for Marketing Cloud and development of emails.

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
• Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools

• Bachelor’s degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 4 years of professional email marketing experience
• Experience in financial services industry is a plus, but not required
• Experience and/or technical expertise with the following or similar marketing automation tools:
  Salesforce Marketing Cloud (Exact Target) Eloqua, Pardot, or Marketo (Adobe Campaign).
• Experience with Salesforce or other major CRM.
• Experience writing SQL queries preferred.
• Strong communication, critical thinking, problem solving, prioritization, organization, and project management skills.
• Developed and deployed A/B testing measurements and results. Experience in using universal control groups for extracting insights (preferred).
• Certified Salesforce Marketing Cloud Specialist certification (or willingness to achieve certification within first year).
• Proficient knowledge of Microsoft Windows and Office Suite.
• Proficient at using AI and digital tools

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