Director, Advisor & Platform Marketing

Director, Advisor & Platform Marketing

Department: Marketing

Employment Type: Full Time

Location: Tampa, FL

Compensation: $90,000 - $110,000 / year

The Director, Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent’s advisor marketing programs and platform marketing initiatives. This role is highly execution-oriented and sits at the center of marketing delivery, advisor support, internal coordination, and vendor management.

This role partners closely with Investments, Planning, Operations, Retirement Services, Technology, Practice Synergies & Enterprise Consulting, Business Development, Compliance, Finance, Corporate Communications, and Corporate Marketing & Public Relations to ensure marketing initiatives are delivered consistently, compliantly, and at scale.

The role combines marketing leadership, content packaging, workflow management, and advisor-facing marketing support, including hands-on coaching and coordination with internal teams and external partners.

• Advisor Marketing Execution
• Manage advisor-facing marketing programs, tools, and services across the platform
• Oversee execution of advisor marketing deliverables including collateral, digital assets, pitch decks, social content, campaigns, and event materials
• Scope, prioritize, and manage advisor marketing requests in alignment with platform standards and capacity
• Coordinate advisor access to approved platforms, templates, and vendors
• Ensure all advisor marketing materials align with brand and compliance requirements
• Monitor third-party vendor performance and ensure timely delivery within scope

• Platform Marketing Support
• Support execution of firm-wide marketing initiatives in partnership with Corporate Marketing & Public Relations
• Assist with advisor conferences, platform events, and strategic initiatives from a marketing execution perspective
• Coordinate timelines, materials, and deliverables across internal teams and external vendors
• Support campaigns tied to business development, recruiting, and platform growth
• Assist with thought leadership creation and packaging aligned with leadership messaging and firm priorities

• Marketing Operations & Project Management
• Manage marketing intake, workflows, prioritization, and delivery timelines
• Track dependencies, risks, and deliverables across multiple concurrent initiatives
• Maintain visibility into active projects, workloads, and utilization
• Identify execution gaps or bottlenecks and escalate appropriately

• Vendor & Partner Management
• Coordinate with external agencies, designers, videographers, and marketing vendors
• Ensure vendors understand scope, timelines, and platform standards
• Track vendor performance, deliverables, and service quality
• Support invoice review and budget tracking where applicable

• 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

• Highly self-directed, organized, and execution-focused marketing leader
• Strong judgment with a collaborative, solutions-oriented approach
• Proven ability to manage multiple initiatives simultaneously
• Comfortable operating in fast-paced, regulated environments with competing priorities
• Strong communication skills, including remote collaboration
• Detail-oriented with a strong commitment to brand and compliance standards

• Bachelor’s degree in Marketing, Communications, Business, or a related field
• Minimum 5 years of experience working in or with financial services or wealth management firms
• Experience in marketing operations, marketing management, or agency coordination
• Experience supporting client-facing professionals in a regulated environment
• Strong project management and organizational skills
• Experience managing external vendors or agencies

Experience with or ability to quickly learn tools commonly used in the wealth management industry, including:

• CRM & automation:
  Hub Spot, Salesforce
• Advisor…