Senior Vice President, Head of Advisor Marketing - Remote

Overview

Lido Advisors, LLC, an established and expanding wealth management firm, is seeking an SVP, Head of Advisor Marketing, to lead all marketing strategy and support for Lido’s advisor and wealth management channels. Reporting directly to the Chief Marketing Officer, this senior leader will build and manage a national advisor marketing platform that helps advisors grow their practices, strengthen client relationships, and generate new business through improved retention and referrals.

In Short

• Lead the creation and ongoing optimization of a national advisor marketing platform.
• Oversee advisor marketing operations across proactive and reactive support tracks.
• Partner with the Head of Brand/Corporate Marketing and the Head of Digital.
• Streamline regional and advisor marketing initiatives.
• Collaborate with Sales and Advisory leadership on marketing activities.
• Provide targeted marketing support for specialty business units.
• Establish metrics and reporting frameworks for advisor marketing impact.
• Lead and mentor a small, high-performing team of marketing professionals.

Requirements

• Bachelor’s degree required; advanced degree or marketing certification preferred.
• Minimum of 10 years of marketing experience, with at least 5 years in a leadership role.
• Proven success designing and scaling marketing programs for distributed organizations.
• Deep understanding of advisor marketing and business development.
• Strong leadership skills with experience managing teams and initiatives.
• Excellent organizational, communication, and relationship-building skills.
• Ability to balance strategic thinking with hands-on execution.

Benefits

• Flexible work environment.
• Support for personal and professional growth.
• Culture of collaboration, innovation, and excellence.