Marketing Manager

As a Barron’s 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 Manager to 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, let’s 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, you'll bring your problem-solving skills, attention to detail, and organizational prowess to ensure the smooth operation of our marketing department and contribute to the firm’s 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 firm’s reputation.
• Event Support: Coordinate logistical aspects of events, including vendor communication, registrations, and promotional materials.

What You Bring as Marketing Manager:

• Bachelor’s 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: $85,000 base, plus annual bonus of $50,000 paid in quarterly increments.

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 Kunze at tkunze@missionwealth.com. 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.