Marketing Content Manager

Position Overview

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominantly high net worth individuals. At EP Wealth, we help clients navigate life’s complexities with customized financial planning and investment strategies. Our inclusive environment encourages professional growth and skill enhancement. We are seeking a Marketing Content Manager for our Walnut Creek, CA office – a role perfect for a former advisor, planner, or finance professional ready to transition into a creative, collaborative marketing career. You will transform complex financial concepts into clear, engaging content and collaborate with financial advisors, subject matter experts, and the Marketing Leadership Team. Compensation: $100,000 - $120,000 plus annual bonus.

Key Responsibilities

• Develop content supporting the full client journey—from prospecting and onboarding to education and long-term engagement.
• Translate technical topics (tax planning, retirement strategies, estate planning, investments) into accessible, engaging narratives.
• Ensure all content reflects a deep understanding of client needs and aligns with the firm’s experience standards.
• Partner with advisors and internal experts to gather insights and validate accuracy.
• Collaborate with the Client Experience and Marketing Services teams to produce polished, on-brand deliverables.
• Contribute to brainstorming sessions and creative planning across teams.
• Produce and refine marketing materials such as brochures, sales presentations, one-pagers, pitch decks, web copy, and educational resources.
• Help maintain an up-to-date centralized library of marketing materials.
• Support firmwide initiatives, including campaigns, events, and thought leadership projects.

Required Qualifications

• 3+ years of experience in wealth management, financial planning, or advisory services.
• Active or lapsed FINRA Series 65/66 or CFP® designation is highly desired.
• Strong writing and content development skills with the ability to simplify complex financial information.
• Interest in and openness to learning new marketing, communication, and client experience strategies.
• Excellent communication, stakeholder engagement, and organizational skills.
• Proficiency with Microsoft Office and cloud-based collaboration tools (e.g., Google Workspace).
• Experience with creative production workflows (design, review, approvals) and digital marketing best practices (SEO, email marketing, CMS).
• A natural storyteller with the ability to translate technical content into clear, benefit-driven messaging.
• A team player who enjoys learning from others and is motivated to grow in a dynamic environment.

Benefits & Perks

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks Paid Time Off (PTO)
• Paid Parental Leave and Paid Volunteer Time
• 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 and Educational Expense Reimbursement
• Employee Charitable Donations and Referral Incentives
• Team Building Activities and an Employee Assistance Program