Marketing Manager

As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc (Best Workplaces) and Investment News Mission Wealth is hiring a growth-minded Marketing Managerto join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally lets go!

Mission Wealth seeks a polished growth-oriented Marketing Manager with proven experience in financial services or other service-focused industries. This is a prime opportunity for a marketing professional looking to elevate their career within a high-performing marketing team. As our Marketing Specialist youll bring your problem-solving skills attention to detail and organizational prowess to ensure the smooth operation of our marketing department and contribute to the firms long-term growth. You should thrive in a dynamic environment adept at juggling multiple tasks while delivering high-quality results. Your passion for positively impacting others lives will align with your commitment to personal and professional growth.

The Marketing Manager will enhance our communications build our brand and support our growth initiatives. This hands-on role involves executing client and prospect communications coordinating events creating content and managing social media. The ideal candidate is detail-oriented passionate about marketing and excels in a fast-paced setting.

Key Responsibilities:

• Client Communications: Develop and manage email campaigns newsletters and client updates to ensure clear and consistent messaging.
• Event Coordination: Plan promote and execute client and prospect events both in-person and online ensuring seamless organization and attendee experience.
• Advisor Collateral & Presentations: Create and maintain marketing collateral and presentations for our advisors to support client meetings and business development efforts.
• Shared Resources: Maintain a library of shared marketing resources for internal teams including templates presentations and graphics.
• Content Support: Assist in creating editing and distributing content for clients and prospects such as blog posts articles and whitepapers.
• Social Media Management: Oversee social media accounts including content creation graphics design and calendar management to increase brand presence.
• Awards & Recognition: Manage submissions for industry awards and other forms of recognition to enhance the firms reputation.
• Event Support: Coordinate logistical aspects of events including vendor communication registrations and promotional materials.

What You Bring as Wealth Advisor Associate:

• Bachelors degree in Marketing Communications Business or a related field.
• 3 years of experience in marketing preferably within the financial services or RIA industry.
• Strong communication skills with the ability to create compelling content.
• Experience in event planning and execution both virtual and in-person.
• Proficiency in social media platforms and management tools.
• Graphic design skills and familiarity with tools like Canva Adobe Creative Suite or similar.
• Knowledge of email marketing platforms (e.g. Pardot HubSpot Marketing Cloud) and CRM systems (Salesforce preferred).
• Ability to multitask prioritize and work efficiently under deadlines.
• A proactive creative and collaborative mindset.
• Good people skills are paramount.
• Bonus Skills: Pardot email automation Salesforce knowledge Graphic Design (Adobe Creative Suite/ Photoshop/ Canva) Website Content Management (WordPress) Content Writing Google AdWords or Analytics and HTML design.

Job Type: Full-time salaried non-exempt

Location: This position is a hybrid position based out of our Santa Barbara or Houston office

Salary: Base Salary: $85000 Bonus: $50000

Please submit your cover letter and resume outlining your detailed experience of proven success within marketing supporting operations for specific target audiences and B2C marketing to Tina Kunzeat . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary team-based compensation plan defined pathways to equity partner in the firm medical/dental/vision benefits 401(k)/Profit Sharing Volunteer Time Off (VTO) Family Medical Leave (FMLA) Sabbaticals wellness benefits and ongoing educational reimbursements.