Integrated Marketing Specialist
EP Wealth Advisors · Remote
USD 80,000 to 100,000 · period not stated
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:
- 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
- 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
- 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.