Our client, a large financial services company, is seeking an experienced Wealth Product Marketing Consultant for a 6+ month contract assignment in Charlotte, NC. This role is hybrid.
Job Description:
We are seeking a contract Wealth Product Marketing Consultant to support the development, execution, and activation of advisor-facing marketing materials across our wealth product portfolio. This role partners closely with product, marketing, brand, compliance, and distribution teams to bring clear, compliant, and compelling product stories to life ensuring materials are not only created, but adopted, understood, and confidently used by advisors.
The consultant will support initiatives spanning strategic frameworks, advisor collateral, web experiences, and cross-functional consultation, following a structured end-to-end marketing process from discovery through enablement.
Core Responsibilities- Partner with product and marketing stakeholders to support discovery, define scope, and translate business objectives into clear marketing briefs
- Contribute to development of product value propositions, messaging frameworks, and audience-specific storytelling
- Draft and refine advisor-facing messaging, including key benefits, proof points, headlines, and differentiated positioning
- Create and update advisor-facing marketing materials, including brochures, flyers, fact sheets, presentations, and web content
- Coordinate cross-functional reviews with marketing, product, distribution, legal, compliance, and stakeholders
- Publish and maintain materials across distribution platforms such as web, Seismic, and advisor playbooks
- Support launch and enablement activities that drive advisor awareness, buy-in, and confidence in using materials
- Capture feedback and insights to inform ongoing optimization of messaging, materials, and enablement approaches
Required Qualifications- Experience in product marketing, field marketing, or advisor enablement, preferably within wealth management or financial services
- Strong writing and storytelling skills with the ability to simplify complex product concepts
- Familiarity with compliance-driven marketing environments and approval workflows
- Comfort collaborating cross-functionally with product, marketing, legal, and distribution teams
- Highly organized with the ability to manage multiple projects simultaneously
Preferred Qualifications- Experience supporting wealth, retirement, managed accounts, or advisory products
- Familiarity with tools such as Seismic, Workfront, or similar marketing management systems
- Understanding of advisor distribution models and field enablement needs
Pay Rate- $58.29- $60.29/hour