Marketing & Events Manager
$90,000–$110,000 year
HybridBellevue, Washington, United States
Job Summary
Coordinate email campaigns, nurture programs, and digital marketing initiatives across all channels, from first draft to final send. Lead logistics for client and prospect events, including planning the annual Signature Event, managing venues and vendors, and overseeing budgets and timelines. Create marketing collateral, social content, and short-form video for LinkedIn while maintaining posting calendars and website performance. Leverage AI tools to accelerate content creation and campaign execution, then analyze data to refine future strategies. Support SEO, AEO, and lead generation efforts while collaborating with outside partners and internal teams.
Required Qualifications
- 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
Desired Qualifications
- 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
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