Note: The job is a remote job and is open to candidates in USA. EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. They are seeking an execution-focused Client Marketing Manager to drive execution across client marketing initiatives, manage agencies, and ensure timely delivery of complex projects.
Responsibilities
- Own execution of the annual client marketing roadmap
- Build and manage detailed project plans across initiatives
- Drive accountability across internal stakeholders and external partners
- Anticipate and flag risks, proactively adjusting timelines
- Ensure initiatives launch smoothly and predictably
- Serve as primary point of contact for external partners
- Manage scopes of work, timelines, budgets, and deliverables
- Hold agencies accountable for quality and performance
- Optimize vendor relationships for efficiency and cost discipline
- Partner closely with Advisors, Compliance, Operations, and Product Technology
- Communicate effectively across business and technical stakeholders
- Understand and articulate the operational implications of marketing initiatives
- Speak the language of product and technology teams to ensure alignment
- Familiarity with CRM systems (e.g., Salesforce or similar platforms) and marketing automation tools
- Stay ahead of RIA and wealth management marketing best practices
- Monitor competitive positioning and emerging client experience trends
- Lead implementation of ongoing client research and feedback initiatives
- Gather, analyze, and synthesize market research and client insights
- Proactively recommend enhancements to strengthen programs
- Deep familiarity with the wealth management or RIA space
- Build and own the client marketing performance dashboard
- Track engagement and program performance metrics
- Analyze trends and communicate key insights
- Identify operational inefficiencies then solve by implementing process improvements that scale
Skills
- Over six years of experience in program management, marketing operations, or client marketing within organizations that support a sophisticated, mature marketing infrastructure in the RIA and wealth management space
- Strong project management and agency management experience
- Experience in RIA or wealth management
- Confidence operating at the intersection of marketing, product, and technology
- Familiarity with CRM systems (Salesforce preferred) and digital workflow/project management tools
- Strong organizational discipline and executive communication skills
- High ownership mentality and bias toward execution
- Structured, steady, and decisive
- Technically conversant without needing to be an engineer
- Comfortable managing complexity across teams
- Passionate about improving client experience
- Energized by building systems that scale
Benefits
- 11 Paid Holidays + 2 floating holidays
- 3 Weeks PTO
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
Company Overview