Integrated Marketing Specialist
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EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Summary
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, while also owning corporate social media, online reputation, and the development and distribution of our content. The Integrated Marketing Specialist will have the ability to think critically and strategically, contribute ideas, influence stakeholders, and use data to guide decisions. They must 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 & Responsiblities
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
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 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
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
Skills
As published by lever · 5 questions · 1 written answer
Basics
Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website
Pick from a list (4)
- Have you previously interviewed with EP Wealth?? optional
- Are you legally authorized to work in the US without sponsorship? optional
- Do you now or in the future require visa sponsorship to continue working in the United States of America? optional
- Do you acknowledge that you have read the following disclosure statement and understand it? I hereby certify that I have not knowingly withheld any information that might adversely affect my chances for employment and that the answers given by me are true and correct to the best of my knowledge. I further certify that I, the undersigned applicant, have personally completed this application. I understand that any omission or misstatement of material fact on this application or on any document used to secure employment shall be grounds for rejection of this application or for immediate discharge if I am employed, regardless of the time elapsed before discovery. I hereby authorize EP Wealth Advisors, LLC to thoroughly investigate my references, work record, education and other matters related to my suitability for employment and, further, authorize the references I have listed to disclose to EP Wealth Advisors, LLC any and all letters, reports and other information related to my work records, without giving me prior notice of such disclosure. In addition, I hereby release EP Wealth Advisors, LLC, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands or liabilities arising out of or in any way related to such investigation or disclosure. I understand that nothing contained in this application or conveyed during any interview which may be granted or during my employment, if hired, is intended to create an employment contract between me and EP Wealth Advisors, LLC. In addition, I understand and agree that if I am employed, my employment is for no definite or determinable period and may be terminated at any time, with or without prior notice, at the option of either myself or the company, and that no promises or representations contrary to the foregoing are binding on the company unless made in writing and signed by me and the company’s designated representative.
Written answers (1)
- Were you referred to us by an employee? If your answer is no, skip. If your answer is yes, please list the name of the employee. optional