Manager, Field Marketing & Enablement at Blue Trust Inc

Alpharetta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Marketing Judgment, Project Management, Interpersonal Skills, Scalability, Governance, Brand Governance, Compliance, Communication, Facilitation, Problem-Solving, Organizational Skills, Training Programs, Vendor Management, Adult Learning, Instructional Design

Industry

Financial Services

Description

Description The Manager, Field Marketing & Enablement is responsible for equipping Blue Trust’s advisors and branches with the tools, templates, and support they need to confidently market their practices in alignment with the firm’s brand, strategy, and compliance standards. This role serves as the bridge between National Marketing and the field. It translates national storytelling and campaigns into practical, easy-to-use enablement resources that support consistent client experiences and local activation within defined guardrails. This role is responsible for building and stewarding standardized enablement systems that increase advisor confidence, streamline workflows, and drive adoption across the field. The ideal candidate combines strong marketing judgment, project management, and interpersonal skills, with a disciplined approach to scalability and governance. Principal Accountabilities: Advisor & Field Enablement Develop and maintain standardized marketing toolkits, templates, and resources that enable advisors to execute local marketing and prospect engagement. Lead the creation and ongoing refinement of advisor marketing playbooks and enablement frameworks. Ensure all enablement materials align with Blue Trust’s brand, Verbal Identity, and compliance standards. Partner with Marketing and Compliance to streamline approval workflows and improve process efficiency. Support & Adoption Design and deliver advisor marketing support sessions (virtual and in-person) aligned to campaign and enablement priorities. Create concise guides, tutorials, and enablement content to support advisor onboarding and platform adoption. Maintain a quarterly Field Enablement calendar and communication plan. Establish structured feedback loops to measure adoption, identify gaps, and inform quarterly improvements. Campaign Localization Translate national campaigns into advisor-ready resources with clearly defined localization parameters. Coordinate timing and distribution of campaign materials across divisions and branches. Support high-impact advisor events and initiatives that align with firmwide priorities, using standardized frameworks rather than bespoke builds. Advisor Enablement Platforms & Services Partner with the Digital Marketing Manager to ensure advisor enablement platforms are intuitive, current, and adopted. Oversee advisor-facing enablement services, including on-demand print and the company store, as governed, self-service tools. Manage related vendors, templates, pricing structures, and fulfillment standards to ensure brand compliance, ease of use, and cost discipline. Position these services as standardized solutions that reduce ad-hoc requests and manual intervention. Track usage and adoption metrics in coordination with Digital Marketing. Collaboration & Cross-Functional Integration Collaborate with the Social Media & Content Specialist to ensure advisor-facing content aligns with national campaigns. Partner with the Manager, Events & Experiences to integrate event frameworks and toolkits into advisor resources. Share field insights and advisor feedback with Marketing leadership to inform future campaigns and enablement improvements. Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values Understands the counsel and biblical basis upon which Blue Trust serves its client base. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company Measurement of Success: Advisors demonstrate increased confidence and consistency in executing local marketing. Strong adoption of toolkits, templates, and enablement platforms. National campaigns are localized effectively within defined guardrails. Enablement resources receive positive advisor feedback. Reduced ad-hoc requests due to effective self-service tools. Advisor-led communications and events consistently reflect the Blue Trust brand. Requirements Strong understanding of brand governance and compliance in regulated environments. Excellent communication, facilitation, and project management skills. Demonstrated ability to build scalable tools, templates, and training programs. Working knowledge of marketing platforms and enablement tools (social, email, DAM). Strong interpersonal skills with a collaborative mindset Proven strategic thinking, planning, problem-solving, and implementation skills Strong desire to serve co-workers with excellence Detail oriented with an ability to manage a myriad of details Exceptional organizational skills Education, Experience & Skills: Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience) required, advanced degree a plus. 5–7 years of experience in marketing enablement, field marketing, communications, or related roles. Experience supporting distributed advisor, sales, or professional services networks. Demonstrated experience leading enablement initiatives from concept through adoption. Vendor management experience preferred. Background in adult learning or instructional design a plus. Travel Requirements: Periodic travel (10–15%) to support advisor training, branch workshops, and key firm initiatives. Travel should directly support enablement objectives and be approved in advance.

Responsibilities

The Manager, Field Marketing & Enablement is responsible for equipping advisors and branches with marketing tools and support. This role translates national marketing campaigns into practical resources while ensuring compliance with brand standards.