[Hiring] Integrated Marketing Specialist @EP Wealth Advisors

Role Description

We are seeking a highly organized and creative Integrated Marketing Specialist to join our Growth Marketing team and play a pivotal role in planning and executing marketing programs. The successful candidate will:

• Build segment campaigns across email, landing pages, lead capture, events, and webinars.
• Own corporate social media, online reputation, and the development and distribution of our content.
• Think critically and strategically, contribute ideas, influence stakeholders, and use data to guide decisions.
• Possess great organizational skills, be self-starting, collaborative, and proactive in a fast-paced environment.

You will join a team of dynamic, collaborative, and growth-focused professionals who deliver on our founding core values: Integrity, Entrepreneurial, Excellence, and Community.

Duties & Responsibilities

• Corporate Social Media and Online Reputation
  • Create and manage curated content for corporate social channels (webinar promotions, Outlooks, blogs, news, HR, awards, M&A).
  • Maintain the social content calendar and report on performance.
  • Point of contact for client testimonials (reviews and ongoing management) and online reputation management.
  • Point of contact for M&A social media transitions, including consolidating accounts and audiences from acquired firms.
  • Manage the social media budget to meet goals.
• Content Development and Distribution
  • Manage content interviews and distribution through SEO blog posting to epwealth.com and EP Wealth social media channels.
  • Own prospect marketing online “guides,” keeping content current and promoted across channels.
  • Support podcast promotion and distribution.
  • Partner with Compliance to ensure content, social posts, and testimonials meet SEC Marketing Rule requirements and firm standards.
  • Work cross-functionally with our internal financial planning team.
• Campaign Marketing
  • Point of contact for segments to be defined over time.
  • Build a marketing plan for each segment, defining audience, messaging, offers, and channel mix in partnership with advisors.
  • Plan, build, and execute segment email campaigns in Salesforce.
  • Drive lead generation through segment landing pages, lead capture forms, and offers, making sure leads are captured and routed correctly in Salesforce.
  • Plan and promote events, webinars, and promotions for target segments.
  • Track, analyze and report on segment performance (leads, conversions, pipeline) and recommend optimizations.

Qualifications

• Bachelor’s degree.
• 4+ years and proven track record in marketing and/or project management.
• Hands-on experience with Salesforce required (e.g., campaigns, reports, lead management); Pardot or other relevant marketing automation experience a plus.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook required.
• Familiarity with project management applications, like Monday.com and AI tools like Claude.
• Experience working in financial services preferred, but not required.
• Strong strategic thinking, communication, organizational, time management, interpersonal, and writing skills.
• Meticulous, detail-oriented, proactive self-starter who understands the importance of tracking data and making data-driven decisions.
• Positive outlook, adaptability, and preference for a fast-paced working environment.
• Curious, creative problem solver who takes notes and is not afraid to ask questions.
• Ability to balance different projects simultaneously and prioritize effectively.

Benefits

• 11 Paid Holidays + 2 Floating Holidays.
• Paid Parental Leave.
• Paid Volunteer Time.
• 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.