Marketing Manager

IAG Wealth Partners, LLC; Waukesha (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

IAG Wealth Partners, LLC is seeking a Marketing Manager to support marketing and client engagement efforts, enhancing brand visibility and strengthening relationships with financial advisors through effective communication and strategic initiatives.

Responsibilities include digital marketing management, content and campaign support, market research, and event planning coordination to drive client education, lead generation, and measurable campaign performance.

Qualifications

• Associate degree in marketing, communications, business, finance or related field required, bachelor’s degree preferred.
• 2–3 years of marketing experience in a professional setting.

Responsibilities

• Digital Marketing Management: create photography and video, edit content, manage website updates, support social media and email campaigns.
• Content & Campaign Support: draft marketing materials, client communications, and investment commentary summaries; execute campaigns for education, awareness, and lead generation.
• Market & Industry Research: analyze trends and competitors, synthesize insights for internal strategy.
• Event Planning Coordination: schedule events, coordinate venues and vendors, communicate event details to staff and clients.

Skills

Marketing strategy

Content creation

Communications

Project management

Digital marketing

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office

Canva

Adobe Creative Cloud

CRM software

Job description

The Marketing Manager supports the firm's marketing and client engagement efforts, helping to enhance brand visibility, strengthen client relationships, and support financial advisors through effective communication and strategic marketing initiatives.

Responsibilities:

Digital Marketing Management

• Create photography and video, including operating equipment, editing, and directing subjects.
• Update website content, advisor bios, and blog posts.
• Support social media scheduling, posting, and engagement monitoring across approved platforms.
• Perform email marketing tasks, including segmentation of client lists and reviewing emails for compliance.

Content & Campaign Support

• Draft and edit marketing materials such as newsletters, market updates, email communications, and blog posts, ensuring content aligns with compliance standards and firm branding.
• Preparing client-facing presentations and investment commentary summaries.
• Executes marketing campaigns focused on client education, brand awareness, and lead generation.
• Monitor and report on campaign effectiveness, including metrics related to client engagement and prospect activity.

Market & Industry Research

• Conduct research on market trends, industry developments, and competitor activity within the wealth management sector.
• Compile insights into clear summaries to support internal strategy and firm communication initiatives.
• Create annual marketing recommendations based on market research and IAG’s direction.

Event Planning Coordination

• Schedule annual calendar of events.
• Work with venues, caterers, speakers, entertainment, and other vendors to provide all services needed for events.
• Communicate important event information staff and clients through email, website, social media, and promotional items.

Required Skills & Qualifications:

• Associate’s degree in marketing, Communications, Business, Finance, or related field required, bachelor’s degree preferred, plus 2-3 years of experience in a marketing role.
• Strong written and verbal communication skills, with the ability to translate financial topics into clear client-friendly language.
• Excellent organizational skills and ability to manage multiple projects simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint), design tools such as Canva or Adobe Creative Cloud products preferred.
• Familiarity with CRM systems and digital marketing tools is a plus.
• Ability to work collaboratively while maintaining attention to detail.
• 2 years of experience working in financial services or a regulated industry preferred.
• Knowledge of FINRA/SEC compliance considerations for marketing materials preferred.
• Experience managing a budget, negotiating contracts, working with outside vendors preferred.

For over 40 years, IAG team members have provided the highest level of service. We are dedicated to continuing our mission to help our clients make sound wealth management decisions so they can pursue their goals. If you're a detail-oriented marketing professional who enjoys leading projects, creating engaging content, and helping a team succeed, we'd love to hear from you.