Marketing Specialist

Responsibilities

• Campaigns and programs
• - Identify, propose and own marketing campaigns and programs that support business goals, such as client retention, referrals, new-client growth and brand awareness.
• - Run campaigns/programs end to end: define the goals, audience, scope and budget, then execute across the right channels (email, paid, social, events, print), tracking progress and reporting on results.
• Client experience and recognition
• - Develop and roll out initiatives/materials that improve the client experience and encourage referrals.
• - Manage client recognition, including birthday calls, thank-you letters, anniversaries and gifting (sourcing, inventory and reordering).
• - Be a warm, welcoming first point of contact for clients visiting our Redlands office.
• Events
• - Own end-to-end KWB Wealth Annual Charity Golf Tournament, ensuring strategic planning, smooth execution, achievement of fundraising and sponsorship goals, and timely post-event reporting.
• - As our events program expands, own client appreciation and educational events/webinars - responsible for successful planning, execution, measurement and reporting; manage event promotion via web, email and other channels where necessary and develop written content.

Requirements

• - 3–5 years in marketing, ideally in financial or professional services.
• - A bachelor's degree in marketing or other relevant fields.
• - A track record of owning or supporting campaigns and programs. Be ready to walk us through the decisions you made and the results.
• - Experience running end to end or supporting events including managing vendors, contracts and budgets.
• - Hands-on analytics: you turn marketing data (web, email, social media, etc.) into clear recommendations.
• - Proficiency with Salesforce (including running Salesforce reports) and Constant Contact, or similar tools, and have the ability to learn new tools at an appropriate pace.
• - Excellent writing skills across marketing touch points including email, web and marketing content, plus clear, concise communication with internal teams.

Benefits

• Paid Time Off
• Health, dental, and vision insurance
• 401(k) and profit sharing
• Company events and trips
• Access to leading industry conferences and experts
• Opportunity for growth within the firm
• Support in furthering education