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Optimize Wealth Management Jobs (NOW HIRING)

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

... Wealth Management. Implement strategic operational plans that align with the company's long-term goals. Manage and optimize workflows, processes, and systems to enhance efficiency and client service ...

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What is the difference between Optimize Wealth Management vs Financial Advisor?

AspectOptimize Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 certifications common
Work EnvironmentPrivate firms, wealth management firms, banksIndependent or firm-based, financial planning firms
Industry UsageUsed in wealth management and investment firmsCommon across financial planning and investment sectors

Optimize Wealth Management and Financial Advisor roles share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Optimize Wealth Management often emphasizes comprehensive wealth strategies, including estate and tax planning, while Financial Advisors may focus more on investment products and portfolio management. Both roles serve clients seeking financial growth and security, but their scope and specialization can differ based on firm services and client needs.

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Infographic showing various Optimize Wealth Management job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 66% In-person, 17% Hybrid, and 17% Remote job distribution.

Head of Wealth Management Marketing

Guardianlife

New York, NY • Hybrid

$132K - $217K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Head of Wealth Management Marketing will own the strategic direction, execution, and ongoing evolution of marketing for the Wealth Management division. This person will report to the Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing, and will shape the longterm marketing vision, drive growth across established and emerging distribution channels, and oversee a highperforming team responsible for delivering compelling, datadriven marketing programs.

This role requires a visionary marketer with deep experience in wealth management, including successfully building or scaling a Registered Investment Advisor (RIA) platform; experience in creating a marketing strategy for a new business and experience in building a strategy and execution of sales campaigns. The ideal candidate excels in fastpaced, dynamic environments, is a strong communicator, and has a proven ability to influence senior levels across the organization.

You Will
  • Develop and lead the comprehensive marketing strategy for the Wealth Management business, driving business growth, channel diversification, and brand presence.
  • Build, scale, and optimize efforts across distribution channels including existing and new.
  • Build a marketing strategy for a new wealth management business inclusive of enablement and sales campaigns.
  • Lead and develop a team of marketers responsible for core marketing functions including day-to-day execution.
  • Oversee the creation of compelling, highquality marketing collateral across platforms to support client engagement, wholesaler enablement, and advisor productivity.
  • Partner closely with senior leadership, Product, Sales, Business teams, Legal, Compliance, IT, and Marketing and Communications to ensure alignment on business priorities and execution.
  • Leverage deep industry knowledge to assess competitor activity, market dynamics, regulatory changes, and consumer trends, translating insights into strategic action.
  • Serve as a key leader in standing up or expanding RIA offerings, including marketing infrastructure, advisor onboarding experience, and brand positioning.
  • Ensure compliance with all regulatory and brand standards across communications and marketing initiatives.
You Have
  • Bachelor's degree in marketing, business, finance, or a related field; MBA preferred.
  • Extensive experience in wealth management marketing roles, with deep RIA expertise (including demonstrated experience building or scaling an RIA platform or channel).
  • Deep understanding of the US Wealth landscape and the needs of HNW & affluent investors.
  • Proven record of establishing go to market strategies for fund manager partnerships
  • Proven success leading teams, driving strategic marketing initiatives, and influencing senior leadership.
  • Exceptional communication, leadership, and organizational skills.
  • Expertise in sales enablement, distribution strategy, content development, and regulatory requirements.
  • Strong analytical abilities with a track record of making datadriven decisions in fastmoving environments.
Key Stakeholders

Key partners include Wealth Management leadership, Line of Business teams, Marketing, Communications, Compliance, Legal, Digital, Distribution, and Sales.

Location & Travel:
  • This role is hybrid with 3 days a week in our Hudson Yards Location
  • Up to 25% Travel

Salary Range:

$132,420.00 - $217,545.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

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