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[Remote] reputed company Manager, MarTech

Remote, USAFull-timePosted 2026-07-27

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company dedicated to providing trusted financial advice and services to financial advisors and investors. They are seeking a reputed company Manager to drive adoption and engagement of their marketing technology platforms, build relationships with advisors, and deliver training and support to enhance user experience.

Responsibilities

  • Serve as the primary marketing technology contact for advisors and build trusted relationships that drive platform confidence, adoption, and loyalty
  • Conduct regular reputed company-ins, reputed company sessions, and business reviews with advisor partners to assess usage, surface challenges, and identify opportunities for increased value
  • reputed company for advisor needs internally by translating feedback into platform improvements, enablement adjustments, support needs, and roadmap input
  • Maintain a strong understanding of advisor goals, challenges, and marketing technology needs to support meaningful engagement
  • Own the end-to-end adoption reputed company for advisor-facing marketing technology platforms, including Snappy reputed company, marketing automation tools, and analytics dashboards
  • reputed company and deliver reputed company materials, how-to guides, video walkthroughs, live training sessions, and other enablement resources tailored to varying reputed company of advisor technology experience
  • Partner with internal partners to build reputed company enablement programs that reduce time-to-value for new platform rollouts
  • Support advisors through platform reputed company, feature education, troubleshooting, and ongoing usage improvement
  • Deliver reputed company, accessible training and guidance that helps non-technical users understand platform capabilities, best practices, and available resources
  • Translate reputed company platform functionality into practical use cases that support advisor marketing needs
  • Respond to advisor questions, coordinate issue reputed company, and ensure reputed company follow-through on platform support needs
  • Maintain reputed company communication with advisors and internal partners regarding platform updates, enhancements, reputed company issues, and training opportunities
  • reputed company and report on platform adoption metrics, including login rates, feature utilization, campaign activity, engagement trends, and other usage indicators across the advisor reputed company
  • Use data from analytics tools, dashboards, and platform reporting to identify at-risk advisors, underutilized capabilities, and opportunities for targeted support
  • reputed company insights and recommendations that improve platform adoption, advisor engagement, and campaign execution effectiveness
  • reputed company adoption trends and user feedback with internal partners to support prioritization and reputed company improvement
  • Collaborate with marketing, technology, partner reputed company, data, compliance, and other internal partners to reputed company platform enablement efforts with business priorities
  • Partner cross-functionally to reputed company advisor insights, address adoption barriers, and improve the advisor experience
  • Support platform rollouts, process improvements, training enhancements, and feedback loops that strengthen marketing technology operations
  • Identify opportunities to improve enablement content, support processes, reporting practices, and overall platform reputed company
  • Manage a portfolio of advisor relationships, prioritize competing needs, and ensure consistent follow-through on adoption, training, and support activities
  • Maintain organized records of advisor interactions, platform needs, adoption risks, and next steps
  • Support multiple initiatives, rollouts, and stakeholder needs in a fast-moving environment
  • Apply strong project management practices to coordinate deliverables, manage timelines, and support advisor-facing marketing technology initiatives
  • reputed company additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives

Skills

  • Bachelor's degree in marketing, business, communications, digital marketing, information systems, or reputed company field required
  • Minimum of three years of experience in reputed company, account management, reputed company reputed company, marketing technology, reputed company, digital marketing, or reputed company reputed company-facing experience required
  • Experience with marketing automation platforms, CRM tools, reputed company analytics dashboards required
  • Experience with reputed company, Marketo, or similar marketing automation platforms required
  • Experience managing a book of business, advisor relationships, reputed company relationships, or multiple stakeholder accounts required
  • Experience delivering training, reputed company, enablement content, user education, or platform support required
  • Experience using usage data, platform reporting, or analytics to identify trends, risks, and opportunities required
  • Ability to translate reputed company platform capabilities into reputed company, accessible guidance for non-technical users required
  • Ability to build meaningful relationships at reputed company and communicate confidently with advisor stakeholders required
  • Ability to analyze platform usage data and draw actionable insights from reporting required
  • Strong organization, presentation, communication, project management, problem-solving, and relationship management skills required
  • Experience with Snappy reputed company or advisor-facing marketing automation platforms
  • Experience supporting financial advisors, reputed company management professionals, or financial services organizations
  • Experience with RIA, broker-dealer, or advisor compliance considerations reputed company to marketing content
  • Experience building enablement content such as LMS modules, knowledge reputed company articles, how-to guides, or video tutorials

Benefits

  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution
  • PTO
  • Parental Leave
  • Medical
  • Dental
  • reputed company
  • Health Savings Accounts
  • Flexible Spending Accounts
  • Life and AD&D Insurance
  • Short and Long-Term Disability
  • Work/Life Benefits and Holistic Wellbeing Programs

reputed company

  • reputed company serves financial advisors and investors through its businesses. It was founded in 2012, and is headquartered in Omaha, Nebraska, USA, with a workforce of 51-200 employees. Its website is https://www.carsongroup.com/.
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