Marketing and Client Eperience Manager
Listed on 2026-08-13
-
Marketing / Advertising / PR
Digital Marketing, Marketing Communications, Social Media Marketing, Marketing Management
Marketing & Client Experience Manager
Our client, a growing multi-family office serving ultra-high-net-worth families, entrepreneurs, and business owners, is seeking a Marketing & Client Experience Manager to support the continued expansion of its brand and client experience.
This role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys balancing creativity with execution. You'll have the opportunity to own a wide variety of initiatives—from client events and digital marketing to content creation and marketing technology—while helping shape the firm's overall marketing strategy.
If you're energized by building processes, bringing ideas to life, and wearing multiple hats, this could be an excellent fit.
Key Responsibilities
- Drive marketing initiatives across email, social media, website, and digital channels.
- Create compelling content, presentations, marketing materials, and thought leadership pieces.
- Coordinate and execute client appreciation events, educational seminars, and networking events from planning through post-event follow-up.
- Manage relationships with outside vendors, designers, and marketing partners.
- Produce and edit short-form video and social media content to strengthen the firm's online presence.
- Maintain website content and support ongoing SEO and digital marketing efforts.
- Leverage AI, automation, and marketing technology to improve workflows and campaign effectiveness.
- Monitor campaign performance and provide recommendations based on engagement and analytics.
Qualifications
Required
- Bachelor's degree in Marketing, Communications, Business, or a related field
- 4-7 years of experience in a marketing, communications, or brand-focused role
- Proven ability to manage multiple projects in a deadline-driven environment
- Strong written communication and organizational skills
- Experience supporting digital marketing initiatives, email campaigns, and social media
Preferred
- Experience with in wealth management, financial services, private banking, or luxury brands
- Background planning client-facing events or executive-level experiences
- Experience with Adobe Creative Suite, Canva, or similar creative platforms
- Familiarity with CRM and marketing automation tools
- Working knowledge of SEO, website management, and marketing analytics
- Comfortable incorporating AI tools into daily marketing workflows
Why Consider This Opportunity?
- Join a nationally recognized, growth-oriented wealth management organization.
- Play a visible role in shaping the firm's marketing strategy and client experience.
- Work alongside a collaborative leadership team that values innovation and creativity.
- Competitive compensation ($90,000-$110,000 base plus bonus) and comprehensive benefits.
- Opportunity for long-term growth within an expanding organization.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).