Growth Marketing Specialist: Campaigns, Content & Social

EP Wealth Advisors, LLC; Oregon; Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Paid holidays

Parental leave

Volunteer time

Flexible schedule

Health plans

401k match

Mental health support

Life insurance

HSA/FSA

Education reimbursement

Job summary

EP Wealth Advisors is seeking an Integrated Marketing Specialist to plan and execute multi-channel marketing programs across email, landing pages, events, and webinars. You will own corporate social media, online reputation, and content distribution, while using data to guide decisions in a fast-paced environment.

You will collaborate with the Growth Marketing team, partners, and Compliance to ensure SEC Marketing Rule compliance, and you will manage segment campaigns in Salesforce.

Qualifications

• Bachelor's degree required.
• 4+ years in marketing or project management.
• Hands-on experience with Salesforce; Pardot or other marketing automation a plus.
• Proficiency with MS Word, Excel, PowerPoint, Outlook.
• Familiarity with Monday.com and AI tools like Claude.
• Experience in financial services preferred but not required.
• Strong strategic thinking and communication skills.
• Detail-oriented, proactive, and data-driven.

Responsibilities

• Plan and execute marketing programs across email, landing pages, and webinars.
• Manage corporate social media and online reputation.
• Develop segment marketing plans with advisors; define audience and offers.
• Build and optimize segment email campaigns in Salesforce.
• Drive lead generation via segment pages, forms, and offers; ensure proper routing in Salesforce.
• Plan and promote events and webinars; track performance and optimize.

Skills

Marketing strategy

Project management

Communication

Data-driven decisions

Financial services experience

Time management

Education

Bachelor's degree

Tools

Salesforce

Pardot

Microsoft Word

Excel

PowerPoint

Outlook

Monday.com

Claude (AI)

Job description

EP Wealth Advisors is seeking an Integrated Marketing Specialist to plan and execute multi-channel marketing programs across email, landing pages, events, and webinars. You will own corporate social media, online reputation, and content distribution, while using data to guide decisions in a fast-paced environment.

You will collaborate with the Growth Marketing team, partners, and Compliance to ensure SEC Marketing Rule compliance, and you will manage segment campaigns in Salesforce.