Marketing Manager, Advisor Experience - Transitions & Onboarding at Raymond James

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

02 Jan, 26

Salary

100000.0

Posted On

04 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Marketing, Project Management, Client Service, Brand Stewardship, Communication, Digital Marketing, Social Media, Content Strategy, Compliance, Design, Analytical Skills, Training, Collaboration, Adaptability, Problem Solving, Relationship Building

Industry

Financial Services

Description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Marketing Manager, Advisor Experience – Transitions & Onboarding How does the role impact the organization? We’re looking for a strategic and detail-oriented Marketing Manager to join our Advisor Experience team, with a specialized focus on supporting new advisors transitioning to Raymond James. In this role, you’ll be a key partner to the corporate transitions team, helping onboard advisors by delivering tailored, high-impact marketing solutions that accelerate their integration and brand presence within the firm. You’ll collaborate across our in-house marketing team and other stakeholders—spanning design, digital, social media, media relations, corporate content, supervision, compliance, and branch managers—to deliver seamless, integrated marketing experiences that reflect the Raymond James brand and drive measurable engagement and lead-generation results for advisors. This is an exciting opportunity for a high organized and adaptable marketing professional with a passion for client service to make a meaningful impact in the growing wealth management space. What will your role be responsible for? Serve as the primary marketing liaison for transitioning advisors—presenting our marketing offering and then guiding them through onboarding; to help them establish a strong brand presence from day one; As central project management lead – you’ll partner closely with the corporate transitions team and our internal design and digital teams to align integrated marketing support with onboarding milestones and advisor readiness in the initial months they have joined; Act as a brand steward, reviewing and advising on edits to advisor marketing materials to reflect creative and copy best practices, and alignment with brand and compliance standards; Provide strategic marketing guidance to advisors, collaborating with subject matter experts to help them position their practices in a professional, client-centric, and differentiated way; Analyze advisor onboarding needs and marketing trends to identify scalable solutions, workflow improvements, and creative opportunities; and Collaborate with other Advisor Experience team members to support advisor training and enablement, including onboarding toolkits and quarterly training sessions What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement. What do we expect from you? To qualify for this opportunity you possess: 3 –5 years of progressive professional marketing experience, ideally in a hybrid of agency and in-house roles; Experience in financial services (ideally wealth management) or professional services is strongly preferred; A degree or diploma in Marketing, Communications, Journalism, or a related field is preferred; Strong project management skills with the ability to juggle multiple priorities and stakeholders; Excellent writing, editing, and verbal communication skills in English is a must, with the ability to effectively articulate and present ideas to senior team members and advisors. French proficiency considered an asset; Experience in traditional, print, digital, email and social marketing; with strong website development workflow, social media, and content strategy experience; Proficient with MS Office, including Excel and developing PowerPoint Presentations; A sharp eye for design and branding, with solid knowledge of creative best practices and creative briefs; A client-first mindset with a passion for delivering value and building relationships; and A proactive, solutions-oriented approach and a desire to continuously learn and grow We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. Salary Range: BC (based on Education, Work Experience, etc) $85,000-100,000 in addition to competitive performance bonuses/incentives.

Responsibilities

The Marketing Manager will serve as the primary marketing liaison for transitioning advisors, guiding them through onboarding and helping establish a strong brand presence. They will also act as the central project management lead, collaborating with various teams to align marketing support with onboarding milestones.