Head of Marketing Operations & Measurement

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Head of Marketing Operations & Measurement

The Head of Marketing Operations & Measurement is a senior leadership role responsible for modernizing how Advisor Marketing operates, scales, and measures its impact across Financial Advisor Services (FAS). As a member of the Marketing Leadership Team, this leader serves as the connective tissue between strategy and execution-bringing discipline, clarity, and data-driven rigor to how marketing plans are built, deployed, and optimized.

This role will transform marketing operations into a strategic advantage by enhancing workflows, deploying a modern marketing technology stack, and establishing advanced measurement frameworks that clearly link marketing activity to business outcomes. The position partners closely with Marketing leaders, Sales, Technology, Data & Analytics, Compliance, and external partners to ensure marketing becomes faster, smarter, and more accountable.

Why This Role Matters

This role is central to the next phase of FAS Marketing's evolution-ensuring the organization not only develops bold, innovative ideas but executes them with speed, precision, and measurable impact. It is a high-visibility leadership opportunity for a builder who thrives at the intersection of strategy, operations, technology, and data.

Key Responsibilities:

Marketing Operations & Modernization

• Lead and evolve the end-to-end marketing operations function, ensuring work is effectively prioritized, resourced, and executed across teams.
• Modernize workflows, governance, and operating models to reduce friction, accelerate speed to market, and improve transparency.
• Establish best-in-class operational standards that support both disciplined execution and innovative experimentation.

Marketing Technology & Enablement

• Own the marketing technology vision and roadmap, overseeing deployment, integration, and adoption of platforms supporting planning, execution, personalization, and measurement.
• Partner with Technology and Data teams to ensure systems are reliable, scalable, secure, and aligned with enterprise architecture and governance standards.
• Identify and implement opportunities to leverage automation and AI to drive accuracy, efficiency, and speed across marketing processes.

Measurement, Analytics & Insights

• Define and lead a modern marketing measurement framework focused on business outcomes-not just activity metrics.
• Deliver actionable analytics that inform strategy, optimize investment decisions, and drive continuous performance improvement.
• Establish data integrity and quality control standards for all marketing and campaign performance data.

Strategic Partnership & Leadership

• Serve as the internal authority on marketing operations and measurement, advising senior leaders on tradeoffs, risks, and opportunities.
• Partner with Marketing Leadership peers to shape annual planning, long-range roadmaps, and investment priorities.
• Communicate a clear, compelling operational and data vision to senior stakeholders.

People Leadership

• Hire, develop, and lead a high-performing team across marketing operations, technology enablement, and measurement.
• Set clear expectations, coach emerging leaders, and foster a culture of accountability, curiosity, and continuous improvement.

Success Measures:

Success in this role will be demonstrated by:

• Faster, more predictable marketing execution with fewer bottlenecks and handoffs
• Clear visibility into marketing performance, ROI, and business impact
• High adoption and effective use of marketing technology across teams
• Improved decision-making through trusted, actionable insights
• Strong partnerships and credibility with senior leaders across the organization

What It Takes:

• 10+ years of relevant experience, including deep expertise in marketing operations, analytics, or marketing technology
• Proven experience modernizing operating models, workflows, or technology stacks in complex organizations
• Strong data fluency with the ability to translate insights into strategic recommendations
• Demonstrated people leadership experience, including building and developing high-performing…