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
