Director, Program Management Growth & Lifecycle Marketing (Remote or Hybrid Work Option)

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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 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 www.wealthenhancement.com.

Due to growth, we have an excellent opportunity for a Director, Program Management Growth & Lifecycle Marketing is responsible for driving the success of our Growth and Lifecycle Marketing programs, including ownership of nurture strategy, growth program strategy and rollout, and ongoing operational excellence within the Growth organization.   The perfect candidate is flexible, strategic, and meticulous, able to juggle overarching planning with practical implementation.  You will collaborate with marketing, analytics, creative, and product teams to deliver impactful initiatives, ensuring smooth execution and measurable success. This role requires technical fluency, the ability to translate complex requirements into actionable business strategies, and the agility to pivot between executive-level presentations and in-depth data analysis.  This director will lead a nibble team of Marketing Automation, Project Management, and Growth Operations. 

In the spirit of pay transparency, we are excited to share the base salary range for this position is $168,200.00 to $188,200.00 exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Strategy Development and Execution of key Growth and Lifecycle programs 

• Own the end-to-end user journey strategies and craft comprehensive plans to engage across the lifecycle 

• Operate as Business Owner of strategic programs supporting Growth (e.g. employee client referral, strategic referral programs, etc.) 

• Serve as Lifecycle Marketing subject matter expert, providing consultation and best practices across the company 

• Develop and implement comprehensive strategies to increase Growth and drive upsell opportunities within the existing customer base 

• Establish and monitor key metrics to assess the effectiveness of expansion initiatives, fostering continuous improvement 

• Establish credibility at the C-Suite level and gain consensus on strategic initiatives 

Oversee operations support for various marketing tech stack solutions to ensure we have the right tools, data, and infrastructure to scale, communicate, and measure results.

• Supervise the ongoing operations and administration support for standard marketing tools (e.g. distributed marketing, marketing automation, video management, project management, etc.)

• Coordinate processes and perform ongoing process (re)-engineering, technology development and optimization

• Oversee technology roadmap in collaboration with Growth Product Manager; ensure integration and widespread technology development with measurable impact; resolve all technology problems

• Ensure that all product issues are resolved in a timely, efficient manner, identifying root cause and devising permanent corrective action

• Help identify system & data enhancements to improve sales and marketing efficiency

Team Management and Development

• Lead nibble team of Marketing Automation, Project Management, and Operations professionals to efficiently manage and execute Growth and Lifecycle programs

• Drive team toward the achievement of the department and cross functional objectives.

• Provide oversight and work direction for team members

• Coach, mentor and develop team through career development opportunities; set goals, write performance reviews and provide regular feedback

Education/Qualifications

• Bachelor’s degree in business, financial services, marketing or related field; Master’s in Business Administration, preferred

• Minimum 10 years of experience in business and marketing strategy 

• Minimum 5 years of people leadership experience 

• Expertise in data analysis and tracking performance metrics 

• Robust leadership and organizational skills 

• Strong ability to build and cultivate strong relationships 

• Superior project management and organizational skills 

• Strong oral, written and presentation skills 

• Ability to work in a fast-paced environment 

• Knowledge of broker-dealer and investment products preferred 

• Software: Salesforce, Microsoft Office, Microsoft Bookings 

• Willingness to travel up to 10% 

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as a individual contributor is $142,600.00 to $213,900.00

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.