Vice President, Advisor & Platform Marketing

Vice President, Advisor & Platform Marketing

Department: Marketing

Employment Type: Full Time

Location: Tampa, FL

Compensation: $120,000 - $150,000 / year

The Vice President of Advisor & Platform Marketing is responsible for defining and leading Concurrent’s advisor and platform marketing strategy, operating model, and service delivery. This role establishes how marketing supports advisors, business units, and firm growth, ensuring marketing is disciplined, scalable, compliant, and aligned with enterprise priorities.

The Vice President translates platform strategy into marketing operating models, service offerings, execution frameworks, and governance standards. This role provides leadership to marketing team members, oversees advisor marketing services, and partners closely with senior leaders across Investments, Planning, Operations, Retirement Services, Technology, Practice Synergies & Enterprise Consulting, Business Development, Compliance, Finance, Corporate Communications, and Corporate Marketing & Public Relations.

This role combines strategic leadership, content creation and packaging oversight, operating effectiveness, and advisor-facing marketing leadership.

Marketing Strategy & Operating Model

• Define, lead, and evolve advisor and platform marketing strategy and service model
• Establish clear ownership, workflows, prioritization frameworks, and success metrics
• Align advisor marketing offerings with firm strategy and platform capabilities
• Ensure marketing efforts support recruiting, growth, and advisor engagement objectives

Platform Marketing Leadership

• Lead execution of platform-level marketing initiatives in partnership with Corporate Marketing & Public Relations
• Support advisor conferences, platform events, and strategic initiatives from a marketing leadership perspective
• Coordinate timelines, materials, and deliverables across internal teams and external vendors
• Lead execution of platform initiatives and advisor-driven marketing needs
• Oversee thought leadership creation and packaging aligned with leadership priorities, culture, and messaging

Team Leadership & Advisor Management

• Lead marketing team contributors, including MDs, VPs, and other key roles
• Set performance expectations, goals, and execution plans
• Allocate resources across advisor and platform marketing needs
• Foster a culture of accountability, clarity, and execution
• Manage advisor expectations and instill confidence in marketing services and solutions

Advisor Marketing Governance

• Define standards for advisor marketing support, including tools, templates, vendors, and workflows
• Ensure advisor marketing services are delivered consistently and compliantly
• Oversee escalation and resolution of complex advisor marketing needs
• Monitor advisor satisfaction and effectiveness of marketing programs

Advisor Marketing Execution Oversight

• Oversee advisor-facing marketing programs, tools, and services
• Ensure delivery of advisor marketing assets including collateral, digital assets, pitch decks, social content, campaigns, and event materials
• Coordinate advisor access to approved platforms, templates, and vendors
• Scope, prioritize, and manage advisor marketing requests in alignment with platform standards and capacity
• Ensure all advisor marketing deliverables align with brand and compliance requirements

Marketing Operations & Vendor Management

• Oversee relationships with marketing vendors and agencies
• Ensure efficient use of budgets and resources
• Evaluate vendor performance and recommend changes as needed
• Oversee marketing intake, workflows, prioritization, and delivery timelines
• Maintain visibility into active projects, workloads, and utilization

Compliance, Brand & Governance

• Coordinate compliance reviews for advisor-facing and public-facing marketing materials
• Ensure adherence to SEC, FINRA, and firm marketing and advertising standards
• Maintain documentation of approvals and final deliverables
• Escalate compliance or brand risks appropriately

Cross-Functional Leadership

• Partner closely with Practice Synergies & Enterprise Consulting to align marketing with advisory programs
• Coordinate with Business Development on recruiting and growth initiatives
• Work in…