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