Marketing Consultant - PWM
WI-Milwaukeehybridmid
Posted 1w ago · via Workday
About this role
About the Role: The Private Wealth Management (PWM) Marketing Consultant serves as a strategic growth partner to Market Directors, Branch Leaders, Financial Advisors, and support staff across assigned markets and branches. This role leads consultative marketing planning, influences growth-focused decisions, and helps advisors and branches translate business goals into practical, measurable marketing strategies. The role exists to elevate the PWM business through stronger marketing planning, better use of marketing resources, and partnership with the broader Wealth Center and Marketing & Communications organization. PWM Marketing is designed to meet advisors where they are in their growth journey and marketing maturity, using a framework tied to PWM’s phases of growth.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: go, less, teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WI-Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
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