Own segment-driven marketing initiatives for priority client groups in a relationship-led environment.

• Segment-focused initiatives and materials for priority client groups.
• Must-have: 5–7+ years of marketing experience in insurance, financial services, or professional services.
• Standout: Experience coordinating webinars/events and collaborating with SMEs and designers.

Responsibilities

• Segment & Partnership Initiatives: Plan and execute marketing initiatives tailored to priority client segments (AAMs, RIAs, Family Offices)
• Coordinate webinars, events, sponsorships, and co-marketing efforts
• Support relationship teams with targeted communications and materials
• Maintain consistency and professionalism across segment-specific marketing efforts
• Campaign & Content Execution: Draft and coordinate LinkedIn posts, supporting industry insights, firm initiatives, and relationship visibility
• Draft and coordinate thought leadership, announcements and updates
• Build and manage email campaigns, communications, and client outreach
• Partner with SMEs to shape ideas into clear, professional content appropriate for a relationship-driven audience
• Ensure materials align with brand standards and messaging
• Business Development Support: Manage development of presentations and collateral for new business opportunities
• Coordinate timelines and inputs across subject matter experts and producers
• Drive projects to completion with minimal oversight
• Project Ownership: Manage multiple initiatives simultaneously from concept through delivery
• Anticipate needs, follow up proactively, and keep projects moving
• Collaborate with design and digital resources to finalize materials
• Measurement & Organization: Track participation, engagement and program outcomes
• Maintain organized records of campaigns and communications
• Provide clear status updates and performance summaries to leadership

Requirements

• 5–7+ years of marketing experience in insurance, financial services, or professional services
• Experience supporting relationship-driven or B2B marketing environments
• Strong project management and organizational skills with the ability to manage multiple initiatives simultaneously
• Excellent written communication skills and comfort collaborating with senior professionals and subject matter experts
• Ability to operate independently and manage priorities without constant direction
• Advanced proficiency in Microsoft Office, particularly PowerPoint, with demonstrated ability to develop clear, polished client-facing presentations and coordinate inputs from multiple stakeholders; strong working knowledge of Excel and Word
• Experience managing LinkedIn content in a professional services or B2B setting, including drafting posts, coordinating subject matter input, and maintaining a consistent voice aligned with the firm’s brand
• Familiarity with CRM or marketing automation platforms (HubSpot and/or Salesforce Marketing Cloud preferred)

Preferred

• Familiarity with CRM or marketing automation platforms (HubSpot and/or Salesforce Marketing Cloud preferred)

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to Insurance Journal
• To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/
• California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
• Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.