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EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Client Marketing Program Manager
Location
California + 9 moreAll locations: California | Washington | Oregon | Nevada | Idaho | Utah | Montana | Wyoming | PST (UTC-8) | MST (UTC-7)
Posted
81 days ago
Salary
$130K - $145K / year
Seniority
Lead
No structured requirement data.
Job Description
Client Marketing Program Manager
EP Wealth Advisors, LLC
Role Description EP Wealth Advisors is seeking an execution-focused Client Marketing Manager to serve as the operational leader and second-in-command within the Client Marketing function. This is a program implementation role responsible for driving execution across client marketing initiatives, managing agencies, vendors, and cross-functional teams, while ensuring complex, multi-channel projects are delivered on time and at a consistently high standard. This is a Western U.S. based remote role, with required availability during Pacific and Mountain Time zone business hours to support team and client operations. Program & Project Ownership - Own execution of the annual client marketing roadmap - Build and manage detailed project plans across initiatives - Drive accountability across internal stakeholders and external partners - Anticipate and flag risks, proactively adjusting timelines - Ensure initiatives launch smoothly and predictably Platform & Agency Management - Serve as primary point of contact for external partners - Manage scopes of work, timelines, budgets, and deliverables - Hold agencies accountable for quality and performance - Optimize vendor relationships for efficiency and cost discipline Cross-Functional & Technical Fluency - Partner closely with Advisors, Compliance, Operations, and Product Technology - Communicate effectively across business and technical stakeholders - Understand and articulate the operational implications of marketing initiatives - Speak the language of product and technology teams to ensure alignment - Familiarity with CRM systems (e.g., Salesforce or similar platforms) and marketing automation tools Industry Insight & Voice of the Customer Leadership - Stay ahead of RIA and wealth management marketing best practices - Monitor competitive positioning and emerging client experience trends - Lead implementation of ongoing client research and feedback initiatives - Gather, analyze, and synthesize market research and client insights - Proactively recommend enhancements to strengthen programs - Deep familiarity with the wealth management or RIA space Performance Measurement & Optimization - Build and own the client marketing performance dashboard - Track engagement and program performance metrics - Analyze trends and communicate key insights - Identify operational inefficiencies then solve by implementing process improvements that scale Qualifications - Over six years of experience in program management, marketing operations, or client marketing within organizations that support a sophisticated, mature marketing infrastructure in the RIA and wealth management space. - Strong project management and agency management experience - Experience in RIA or wealth management - Confidence operating at the intersection of marketing, product, and technology - Familiarity with CRM systems (Salesforce preferred) and digital workflow/project management tools - Strong organizational discipline and executive communication skills - High ownership mentality and bias toward execution - Structured, steady, and decisive - Technically conversant without needing to be an engineer - Comfortable managing complexity across teams - Passionate about improving client experience - Energized by building systems that scale Requirements - Compensation: Our base pay $130,000.00 - $145,000.00 (per year) Benefits - 11 Paid Holidays + 2 floating holidays - 3 Weeks PTO - Paid Volunteer Time - Paid Parental Leave - Flexible Work Schedule - Highly subsidized Health, Dental, and Vision Plans - 401k Retirement Account with company match contributions - Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance - Flexible Spending Accounts and Health Savings Accounts - Employee Financial Education - Employee Educational Expense Reimbursement - Employee Charitable Donations - Employee Referral Incentives - Employee Team Building Activities - Employee Assistance Program
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