Marketing Content Manager Job at EP Wealth Advisors in Walnut Creek

Join to apply for the Marketing Content Manager role at EP Wealth Advisors 3 days ago Be among the first 25 applicants Join to apply for the Marketing Content Manager role at EP Wealth Advisors Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. At EP Wealth, we help clients navigate life’s complexities with customized financial planning and investment strategies. We combine deep fiduciary responsibility with a commitment to exceptional service—and we believe the same values should guide how we build our team. Join us as we expand our marketing capabilities to better support our clients, advisors, and growth goals. Our office in Walnut Creek, CA is hiring a Marketing Content Manager. The Marketing Content Manager will have a passion for financial storytelling and a solid foundation in wealth management. This role is ideal for a former advisor, planner, or finance professional who wants to transition into a creative and collaborative marketing career—especially someone who is intellectually curious, eager to grow, and energized by learning new approaches to engaging clients. You will be responsible for transforming complex financial concepts and advisor insights into clear, compelling, and client-friendly content. You’ll partner closely with financial advisors, subject matter experts, and the Marketing Leadership Team to ensure all materials are aligned with the firm’s service philosophy and client expectations. In addition, you’ll collaborate with the Marketing Services team—including graphic designers and project managers—to bring high-impact, visually engaging deliverables to life. Your work will directly support client education, business development, and brand consistency across the client lifecycle. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Salary Range: $100,000 - $120,000 plus annual bonus Responsibilities Develop content that supports the full client journey—from prospecting and onboarding to education and long-term engagement. Translate technical topics such as tax planning, retirement strategies, estate planning, and investments into accessible, engaging narratives for various audiences. Ensure all content reflects a deep understanding of client needs and the firm’s client experience standards. Partner with advisors and internal experts to gather insights, source ideas, and validate accuracy. Collaborate closely with the Client Experience team to align content with service delivery moments, onboarding, and retention strategies. Work hand-in-hand with the Marketing Services team (graphic designers, digital specialists, and project managers) to develop polished, on-brand deliverables. Actively contribute to brainstorming sessions and creative planning efforts across teams. Produce and refine brochures, sales presentations, client-facing one-pagers, pitch decks, web copy, and educational resources. Help maintain a centralized library of up-to-date marketing materials. Support firmwide initiatives with content contributions, including campaigns, events, and thought leadership. Qualifications 3+ years of experience in wealth management, financial planning, or advisory services required FINRA Series 65/66 or CFP designation (active or lapsed) is highly desired Strong writing and content development skills, with a clear ability to simplify complex financial information Interest in and openness to learning new skills in marketing, communication strategy, and client experience Highly collaborative with excellent communication and stakeholder engagement skills Proficiency with Microsoft Office and cloud-based collaboration tools (e.g., Google Workspace) Prior experience contributing to marketing teams or projects Familiarity with creative production workflows (design, review, approvals) Knowledge of digital marketing best practices (SEO, email marketing, CMS A storyteller at heart with a natural curiosity about what clients care about Comfortable translating technical content into clear, benefit-driven messaging A team player who enjoys learning from others and building new skillsets Organized, resourceful, and able to balance creativity with accuracy and compliance Motivated to grow with a firm that values both subject matter expertise and innovative communication What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 floating holidays 3 Weeks (PTO) Paid Parental Leave 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 Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Marketing and Sales Referrals increase your chances of interviewing at EP Wealth Advisors by 2x Get notified about new Marketing Content Manager jobs in Walnut Creek, CA . 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