Marketing Consultant (Wealth Products)
Posted: 03/31/2026
Employment Type:
Contract
Industry: Financial Services
Job Number: 17856
Field of Expertise: Marketing/Advertising
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a large financial services company, is seeking an experienced Wealth Product Marketing Consultant for a 6+ month contract assignment in Charlotte, NC. This role is hybrid.
Job Description:
We are seeking a contract Wealth Product Marketing Consultant to support the development, execution, and activation of advisor-facing marketing materials across our wealth product portfolio. This role partners closely with product, marketing, brand, compliance, and distribution teams to bring clear, compliant, and compelling product stories to life — ensuring materials are not only created, but adopted, understood, and confidently used by advisors.
The consultant will support initiatives spanning strategic frameworks, advisor collateral, web experiences, and cross-functional consultation, following a structured end-to-end marketing process from discovery through enablement.
Core Responsibilities
Job Description:
We are seeking a contract Wealth Product Marketing Consultant to support the development, execution, and activation of advisor-facing marketing materials across our wealth product portfolio. This role partners closely with product, marketing, brand, compliance, and distribution teams to bring clear, compliant, and compelling product stories to life — ensuring materials are not only created, but adopted, understood, and confidently used by advisors.
The consultant will support initiatives spanning strategic frameworks, advisor collateral, web experiences, and cross-functional consultation, following a structured end-to-end marketing process from discovery through enablement.
Core Responsibilities
- Partner with product and marketing stakeholders to support discovery, define scope, and translate business objectives into clear marketing briefs
- Contribute to development of product value propositions, messaging frameworks, and audience-specific storytelling
- Draft and refine advisor-facing messaging, including key benefits, proof points, headlines, and differentiated positioning
- Create and update advisor-facing marketing materials, including brochures, flyers, fact sheets, presentations, and web content
- Coordinate cross-functional reviews with marketing, product, distribution, legal, compliance, and stakeholders
- Publish and maintain materials across distribution platforms such as web, Seismic, and advisor playbooks
- Support launch and enablement activities that drive advisor awareness, buy-in, and confidence in using materials
- Capture feedback and insights to inform ongoing optimization of messaging, materials, and enablement approaches
- Experience in product marketing, field marketing, or advisor enablement, preferably within wealth management or financial services
- Strong writing and storytelling skills with the ability to simplify complex product concepts
- Familiarity with compliance-driven marketing environments and approval workflows
- Comfort collaborating cross-functionally with product, marketing, legal, and distribution teams
- Highly organized with the ability to manage multiple projects simultaneously
- Experience supporting wealth, retirement, managed accounts, or advisory products
- Familiarity with tools such as Seismic, Workfront, or similar marketing management systems
- Understanding of advisor distribution models and field enablement needs
Meet Your Recruiter
Brigid Lipps
Recruiting Manager
Brigid is the Recruiting Manager for Corps Team and has been with the company for 13 years. She is a PHR, SHRM-CP, and HR Generalist certified professional with over 20 years of Recruiting and HR experience. She is driven to make a difference in the lives of candidates and clients by connecting great talent with great companies.
Brigid leads a team that recruits nationally across various industries and for positions in Human Resources, Accounting & Finance, Sales & Marketing, Administration, Management, and more. She received her Bachelor’s degree from Mount St. Joseph University and stays up to date on recruiting trends through continuous education from her certifications.
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