Head of Advisor Education Marketing Strategy

Lead the strategy and execution of an advisor education platform, building a best-in-class, multi-format curriculum that helps advisors expand their knowledge and strengthen client service. Partner with Wealth Client Group distribution leaders and subject matter experts to translate technical investment concepts into compelling advisor- and client-facing content across digital, print, and in-person experiences. Define KPIs, reporting cadence, and segment-specific approaches to deepen engagement and improve perceived value.