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Blue Trust · 2 days ago

Manager, Field Marketing & Enablement

Alpharetta,GA,US

Full-time

Hybrid

Senior Level

5+ years exp

Blue Trust is a company focused on equipping advisors and branches with the necessary tools and support for effective marketing. The Manager, Field Marketing & Enablement will develop marketing resources, ensure compliance with brand standards, and facilitate advisor training to enhance local marketing efforts.

AdviceFinanceFinancial ServicesWealth Management

Culture & Values

Responsibilities

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

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

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

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

Track usage and adoption metrics in coordination with Digital Marketing

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

Qualification

Brand governanceMarketing enablementProject managementVendor managementMarketing platformsStrategic thinkingAdult learningCommunication skillsInterpersonal skillsOrganizational skills

Required

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

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

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