Brand & Client Experience Lead for Community Wealth Firm

Northberkeleyinvestment; Berkeley, Northern (CA, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k with 3% employer contribution

Fully paid medical benefits (Kaiser, Δ

Delta Dental

Paid time off and holidays

Professional education support

Job summary

North Berkeley Wealth Management seeks a Brand & Client Experience Manager to own brand, website, and client communications. You will steer the office experience, plan events, and coordinate business development with advisors and leadership.

This hands-on, individual-contributor role grows with the firm and emphasizes a strong, community-focused client journey. You will work closely with advisors and leadership, preserving the firm’s twenty-year Berkeley heritage, while ensuring brand

Qualifications

• 3+ years of experience in a brand, communications, marketing, or client experience role.
• Experience maintaining a website and brand-facing communications.
• Strong written and verbal communication skills with a high-touch client service mindset.
• Comfort with event planning and vendor coordination.
• Organized, with the ability to take ownership and manage multiple priorities.

Responsibilities

• Own brand, website, and ongoing communications with clients, prospects, and community.
• Manage the physical office experience, events, and business development coordination.
• Coordinate client touchpoints, gifts, recognitions, and relationship-building gestures.
• Maintain CRM records and support advisors with referral tracking and workflows.
• Plan and execute firm events and manage logistics, venues, and budgets.

Skills

Brand management

Communications

Client experience

Event planning

Content updates

Tools

CRM systems

Salesforce

Website maintenance

Job description

North Berkeley Wealth Management seeks a Brand & Client Experience Manager to own brand, website, and client communications. You will steer the office experience, plan events, and coordinate business development with advisors and leadership.

This hands-on, individual-contributor role grows with the firm and emphasizes a strong, community-focused client journey. You will work closely with advisors and leadership, preserving the firm’s twenty-year Berkeley heritage, while ensuring brand