Responsibilities

• Marketing Campaigns
• Bring email campaigns and nurture programs to life, from the first draft to the final send
• Keep digital marketing initiatives moving across every channel we touch
• Help plan, launch and report on campaigns, then use what you learn to make the next one better
• Team up with outside marketing partners and vendors to keep projects on track
• Dig into the numbers and tell us what's working, and what deserves a second look
• Events
• Take the reins on logistics for client and prospect events, start to finish
• Lead the charge on planning our annual Signature Event, our biggest stage of the year
• Wrangle venues, vendors, invitations, registration and every communication in between

Requirements

• Bachelor’s degree in Marketing, Communications or related field
• 3 to 6 years of marketing experience
• Experience managing multiple projects simultaneously
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Comfortable balancing strategy with hands-on execution
• Experience with email marketing platforms
• Experience creating digital and social media content
• Preferred Qualifications (Nice to have, not required to apply)

Preferred

• Experience within wealth management, financial services or fintech
• Experience supporting an RIA, family office or multi-family office
• Event management experience, including executive or client-facing events
• Video editing experience using tools such as Descript, Adobe Premiere, CapCut or similar
• Experience with Canva or Adobe Creative Suite
• Experience with Salesforce or similar CRM
• Familiarity with SEO, analytics and website CMS platforms
• Experience leveraging AI tools such as ChatGPT, Claude or similar to improve marketing effectiveness
• Competitive salary and incentive bonus structure
• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)

Benefits

• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 3% of your annual pay
• Paid Time Off: Starting at 15 days per year, with PTO accrual program
• Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs
• Parking available
• Wellness reimbursement
• Regular team off-sites, events, including an annual team retreat
• Access to Parcion Family Office Network vendors and preferred pricing discounts