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Integrated Marketing Specialist

4 hours, 42 minutes ago
Anywhere
Full-time
Mid Level
Marketing Specialist
Marketing and Growth
Content Marketing Email Marketing Monday.com Salesforce SEO Social Media Marketing
Apply Now
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
251-1K
Founded 2004
View All Jobs 6

Description

  • Create and manage curated content for corporate social media channels, including webinars, blogs, news, awards, HR updates, and M&A communications.
  • Maintain the social media content calendar, manage the social media budget, and report on performance.
  • Manage client testimonials, reviews, and online reputation initiatives.
  • Coordinate social media transitions and account consolidation following acquisitions.
  • Develop, publish, and distribute SEO-focused blog content, online guides, podcast promotions, and other marketing materials.
  • Partner with Compliance to ensure content, social posts, and testimonials meet SEC Marketing Rule requirements.
  • Develop segment marketing plans covering audiences, messaging, offers, and channel mix in partnership with advisors.
  • Plan and execute Salesforce email campaigns, landing pages, lead capture forms, events, webinars, and promotions.
  • Ensure leads are captured and routed correctly in Salesforce.
  • Track leads, conversions, and pipeline performance; recommend campaign improvements based on data.

Requirements

  • Bachelor’s degree.
  • 4+ years of marketing and/or project management experience with a proven track record.
  • Hands-on Salesforce experience with campaigns, reports, and lead management required.
  • Pardot or other marketing automation experience preferred.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
  • Familiarity with project management tools such as Monday.com and AI tools such as Claude.
  • Financial services experience preferred but not required.
  • Strong strategic thinking, communication, writing, organizational, time management, and interpersonal skills.
  • Detail-oriented, proactive, adaptable self-starter who uses data to guide decisions.
  • Ability to manage multiple projects, prioritize effectively, collaborate cross-functionally, and solve problems creatively.

Benefits

  • 11 paid holidays plus 2 floating holidays.
  • Paid parental leave and paid volunteer time.
  • Flexible work schedule.
  • Highly subsidized health, dental, and vision plans.
  • 401(k) retirement account with company matching contributions.
  • Free mental health services, life insurance, short- and long-term disability insurance, and an employee assistance program.
  • Flexible spending accounts, health savings accounts, financial education, and educational expense reimbursement.
  • Charitable donation support, referral incentives, and team-building activities.

Interested in this position?

Apply directly on the company website

Apply Now

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