Manager, Field Marketing & Enablement

Description

The Manager, Field Marketing & Enablement is responsible for equipping Blue Trust’s advisors and branches with the tools, templates, and support they need to confidently market their practices in alignment with the firm’s brand, strategy, and compliance standards.

This role serves as the bridge between National Marketing and the field. It translates national storytelling and campaigns into practical, easy-to-use enablement resources that support consistent client experiences and local activation within defined guardrails.

This role is responsible for building and stewarding standardized enablement systems that increase advisor confidence, streamline workflows, and drive adoption across the field.

The ideal candidate combines strong marketing judgment, project management, and interpersonal skills, with a disciplined approach to scalability and governance.

• 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.
• Position these services as standardized solutions that reduce ad‑hoc requests and manual intervention.
• 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.

• Understands the counsel and biblical basis upon which Blue Trust serves its client base.

Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry’s regulatory standards to mitigate risk to the company.

• Advisors demonstrate increased confidence and consistency in executing local marketing.
• Strong adoption of toolkits, templates, and enablement platforms.
• National campaigns are localized effectively within defined guardrails.
• Enablement resources receive positive advisor feedback.
• Reduced ad‑hoc requests due to effective self‑service tools.
• Advisor‑led communications and events consistently reflect the Blue Trust brand.

• Strong understanding of brand governance and compliance in regulated environments.
• Excellent communication, facilitation,…