ZipRecruiter

Log In

Advisors Excel
Advisors Excel

47 Advisors Excel Project Manager Jobs Hiring Near You

Advisors Excel

Tax Accountant

Lenexa, KS · On-site

We're looking for someone who is technically strong, detail-oriented, and confident in managing ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Digital Marketing Consultant

Lenexa, KS · On-site

Advisors Excel is seeking an experienced and client-focused Digital Marketing Consultant to join our growing Digital Team. This role is responsible for managing paid media campaigns for financial ...

Advisors Excel

Web Development Intern

Topeka, KS · On-site

This internship focuses on hands-on website production, front-end implementation, CMS management, Q ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Operations Associate

Topeka, KS · On-site

Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

New

Advisors Excel

Trading Support Specialist

Topeka, KS · On-site

What you'll do: * Review and process daily trade ticket notifications from advisors * Manage ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Web Development Intern

Topeka, KS

This internship focuses on hands-on website production, front-end implementation, CMS management, Q ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Audio Producer

Topeka, KS · On-site

... projects and workload * Ability to work independently, exercise sound judgment, and manage non ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

New Business Coordinator

Topeka, KS

Life Business Manager Location: Topeka, KS - onsite Overview: As a New Business Coordinator, you ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

New

Advisors Excel

Audio Producer

Topeka, KS · On-site

... projects and workload * Ability to work independently, exercise sound judgment, and manage non ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

New Business Coordinator

Topeka, KS · On-site

Life Business Manager Location: Topeka, KS - onsite Overview: As a New Business Coordinator, you ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

New

Advisors Excel

Director of Wealth

Topeka, KS · On-site

What you'll do: * Recruit new advisors to the AE Wealth Management platform, building and ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Marketing Data Analyst

Topeka, KS · On-site

Support marketing analytics projects through data preparation, validation, and dashboard ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Director of Wealth

Topeka, KS

What you'll do: * Recruit new advisors to the AE Wealth Management platform, building and ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Marketing Data Analyst

Topeka, KS · On-site

Support marketing analytics projects through data preparation, validation, and dashboard ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

previous pagenext page

Showing results 21-40

All JobsAdvisors Excel JobsAdvisors Excel Project Manager Jobs

Advisors Excel Jobs Information

What other companies are hiring for Project Manager jobs?

What are the most popular jobs at Advisors Excel?

What are the most popular categories at Advisors Excel?

Infographic showing various Project Manager job openings at Advisors Excel in the United States as of August 2026, with employment types broken down into 18% Internship, 76% Full Time, and 6% Part Time. Highlights an 100% Physical job distribution.

Strategic Marketing & Performance Coach

Advisors Excel

Topeka, KS • On-site

$81K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Position: Strategic Marketing amp; Performance Coach
Department: AE Creative Services
Reporting to: Lead Strategic Marketing amp; Performance Coach
Location: Topeka, KS - Onsite
Overview:
As a Strategic Marketing amp; Performance Coach, you will design the marketing strategy and coach the advisors who run it. Working directly with independent financial advisors, you will translate their business goals into clear, repeatable marketing plans that span Advisors Excel’s TV, radio, and digital platforms, then partner with them to make sure those plans get executed and produce measurable return.
This role is a blend of strategic thinking and hands-on coaching. One day you are building out a lifecycle framework, the next you are walking an advisor through their numbers and adjusting course. If you love the strategy side of marketing but do not want to be far from the people putting it to work, this is the perfect opportunity for you!
What you’ll do:
  • Build the Marketing Strategy – Assess an advisor’s current setup and performance, then turn their business goals into a lifecycle marketing roadmap with clear sequencing, channel mix, and success metrics.
  • Coach Advisors One-on-One – Run regular coaching sessions across TV, radio, and digital to review results, refine strategy, reinforce best practices, and keep advisors accountable to the plan.
  • Turn Data Into Direction – Analyze CRM, campaign, email, and media performance to spot trends, set KPIs and benchmarks, and give advisors recommendations they can actually act on.
  • Partner With Internal Teams – Work closely with digital production, content, automation, and R amp;D so the strategies you design can actually be executed.
  • Build Tools That Scale – Create playbooks, assessments, and coaching materials so strong strategy gets applied consistently instead of rebuilt from scratch for every advisor.
Experience you’ll bring:
  • 3–5 years of experience in strategic marketing, advertising, marketing consulting, or performance-focused client roles.
  • Demonstrated ability to translate business goals into structured marketing strategies and frameworks.
  • Experience coaching or consulting clients on marketing execution and performance improvement.
  • Strong understanding of lifecycle marketing, including acquisition, nurture, conversion, and referral.
  • Comfort interpreting marketing performance data and turning it into recommendations clients understand.
  • Strong communication skills, the ability to influence without direct authority, and the organization to manage several advisor relationships at once.
Bonus Points:
  • A bachelor’s degree in Marketing, Business, Advertising, Communications, or a related field.
  • Experience working with financial advisors or professional services clients.
  • Familiarity with marketing automation platforms, CRMs, and media performance reporting.
  • A background in agency, consulting, or coaching-oriented environments.
What you’ll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package from your start date
  • Access to an on-site café, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; exemplary performance
  • Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Apply