Responsibilities

• Develop and implement the firm’s annual marketing and communications plan.
• Independently manage and monitor the marketing budget.
• Evaluate allocation of funds across events, campaigns, client gifts, and branding initiatives.
• Analyze effectiveness of marketing efforts and recommend improvements.
• Oversee all VFG-sponsored events in both Fresno and Brea, including referral dinners, Spring Event, Fall BBQ, Valentine’s Day Event, Shredding Spree, Movie Night, Holiday Dinners, and additional client appreciation events.
• Responsibilities include determining event objectives, managing invitations, negotiating venue contracts, coordinating catering and logistics, overseeing event execution, and evaluating effectiveness and referral outcomes.
• Oversee creation, approval, and distribution of all invitations and event communications.
• Ensure consistency in brand standards, messaging, and professional presentation.
• Coordinate with designers, printers, and marketing vendors.
• Negotiate and execute contracts with venues, caterers, printers, and service providers.

Requirements

• 3–5 years of marketing experience, preferably in a professional services or client-focused environment.
• Strong written and verbal communication skills; ability to present ideas clearly.
• Experience coordinating events, campaigns, or client-facing marketing activities.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong organizational skills with proven ability to manage multiple deadlines and projects.
• Ability to work independently while maintaining accuracy, confidentiality, and attention to detail.
• Strong customer service mindset and positive interpersonal skills.
• Analytical skills to evaluate marketing effectiveness, track data, and identify improvement opportunities.
• Bachelor’s degree in Marketing, Design, Communications, Business, or a related field (or equivalent work experience).

Preferred

• Experience in financial services, wealth management, or another regulated industry.
• Familiarity with compliance‑sensitive client communications.
• Experience with CRM systems, email marketing tools, or event management platforms.
• Basic design skills or familiarity with tools such as Canva, Adobe Creative Suite, or similar.
• Certifications in marketing, digital marketing, event management, or project management (e.g., HubSpot, Google Analytics, PCM, DMI, PMP/CAP).
• Experience managing vendor relationships, contracts, or marketing budgets.