Integrated Marketing Specialist

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 performancePoint of contact for client testimonials (reviews and ongoing management) and online reputation managementPoint of contact for M&A social media transitions, including consolidating accounts and audiences from acquired firmsManage 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 channelsOwn prospect marketing online “guides,” keeping content current and promoted across channelsSupport podcast promotion and distributionPartner 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 timeBuild a marketing plan for each segment, defining audience, messaging, offers, and channel mix in partnership with advisorsPlan, build, and execute segment email campaigns in SalesforceDrive lead generation through segment landing pages, lead capture forms, and offers, making sure leads are captured and routed correctly in SalesforcePlan and promote events, webinars, and promotions for target segmentsTrack, analyze and report on segment performance (leads, conversions, pipeline) and recommend optimizations Qualifications Bachelor’s degree4+ years and proven track record in marketing and/or project managementHands-on experience with Salesforce required (e.g., campaigns, reports, lead management); Pardot or other, relevant marketing automation experience a plusProficiency with Microsoft Word, Excel, PowerPoint, and Outlook requiredFamiliarity with project management applications, like Monday.com and AI tools like ClaudeExperience working in financial services preferred, but not requiredStrong strategic thinking, communication, organizational, time management, interpersonal and writing skillsMeticulous, detail-oriented, proactive self-starter who understands the importance of tracking data and making data driven decisionsPositive outlook, adaptability, and preference for a fast-paced working environmentCurious, creative problem solver who takes notes and is not afraid to ask questionsAbility to balance different projects simultaneously and prioritize effectively $80,000 - $100,000 a year 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 HolidaysPaid Parental Leave Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected] .