Marketing, Integration Manager

At Wealth Enhancement Group (WEG), we believe that first impressions matter—and nowhere is that more true than when welcoming new advisor teams into our organization. The Marketing Manager, Integrations plays a critical role in leading the marketing onboarding process from signed Letter of Intent through post-close, managing onboarding strategy, execution, and communication that drive early engagement and long-term growth. This position oversees the M&A Marketing team, including two onboarding project managers, and partners closely with cross-functional stakeholders to ensure that marketing integration supports advisor team success. This leader develops scalable onboarding frameworks, manages integration budgets, and implements marketing assessments that guide pre-close planning and post-close acceleration.  The leader is also involved in other team transitions to support set-up as needed, for example with newly created or renamed internal teams. 

In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $125,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

Primary Job Functions

Leadership & Oversight of M&A Marketing Team 

• Lead and manage the M&A Marketing Team to deliver a cohesive and scalable onboarding experience. 

• Oversee day-to-day activities of two project managers responsible for onboarding execution. 

• Train and mentor onboarding team members on WEG onboarding processes, including the use of systems like, Wrike, FMG Suite, Salesforce, and DealRoom.   

• Collaborate with leadership to align integration budgets with firm priorities and provide recommendations based on firm size, scope, and goals. 

Growth-Focused Onboarding Leadership 

• Serve as the marketing onboarding lead for newly acquired advisor teams from signed LOI through 90 days post-close. 

• Collaborate with Integration Managers and Advisor Services to scope onboarding needs and develop tailored plans. 

• Execute key onboarding milestones including: 

• Rebranding, naming, and visual identity 

• Advisor bios, headshots, and web presence 

• Office promotional materials and branded startup kits 

• Internal team introductions and activation campaigns 

• Training on the Advisor Marketing Platform (FMG Suite) 

• Ensure all marketing materials and access to tools/collateral are in place to support client communication during and after transition. 

Relationship & Change Management 

• Serve as a primary ambassador and point of contact for newly acquired firms from LOI through post-close in marketing. 

• Build strong partnerships with incoming advisor teams to understand their historical processes, client experiences and align them to WEG’s standards. 

• Facilitate subject matter expert training in collaboration with Advisor Marketing and other departments. 

• Report out on new teams, keeping our department and broader marketing aware of any watch outs or exceptions in our process.  

• Coordinate adoption checkpoints and retraining touchpoints as needed to support onboarding success. 

Pre-Close Marketing Assessment & Scorecard Development 

• Create and manage the “Marketing Scorecard” for use during due diligence, assessing: 

• Previous marketing strategies, spend, and results 

• Client engagement and growth opportunities 

• Risks, gaps, and immediate activation potential 

• Incorporate findings into internal communications to guide onboarding and resource planning. 

• Evaluate vendor partnerships used by acquired teams and align them with WEG standards. 

Project Management & Integration Planning 

• Develop and maintain project timelines across systems like Wrike and Microsoft Loop 

• Provide regular updates to key stakeholders on onboarding progress, risks, and readiness. 

• Anticipate issues and proactively resolve bottlenecks across the marketing integration process. 

• Manage transition planning for solo advisors, spin-offs, and office launches, ensuring accurate data updates across all systems. 

Cross-Functional Handoff to Regional Marketing & Paid Marketing Programs 

• Collaborate with Regional Marketing Specialists (RMS) beginning two months post-close for co-managed onboarding. 

• Ensure foundational marketing elements are completed and documented for seamless handoff at 90 days. 

• Define and operationalize the handoff process into WEG’s centralized Premium + Marketing offering for select teams. 

Process Improvement & Operational Innovation 

• Identify and implement strategies to reduce friction and accelerate marketing readiness. 

• Standardize onboarding milestones, communication cadences, and resource kits. 

• Track KPIs including, onboarding timelines, advisor satisfaction, and ROI. 

• Collaborate with internal stakeholders to refine project plans and initiate new procedures where appropriate. 

Education / Qualifications

• Bachelor’s degree in Marketing, Business, Finance, or a related field; or equivalent professional experience. 

• 7+ years of experience in marketing, M&A integration, or project/relationship management. 

• Background in financial services or advisor marketing strongly preferred. 

• Experience with marketing tools and platforms, including DealRoom, FMG Suite, and Wrike. 

• Strong vendor management and marketing operations experience. 

• Strong presentation skills to train and persuade 

• Demonstrated ability to lead cross-functional projects, navigate complex integrations, and communicate with influence. 

• AI-savvy mindset and comfort with emerging tools to increase team efficiency and automate repeatable work. 

• Exceptional written and verbal communication skills. 

• Highly organized, detail-oriented, and deadline-driven. 

• Demonstrated problem-solving for both immediate and long-term time horizons 

Preferred Qualifications 

• Experience with Salesforce or CRM systems. 

• Change management or training program development. 

• Advanced Excel, project workflow, and documentation skills.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as a director level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. ​