Marketing & Events Manager - Alpharetta, GA

Advisor Talent Solutions•Alpharetta, GA

3d•$80,000 - $120,000•Onsite

About The Position

Wealth With No Regrets is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients make the right decisions for the right reasons so they can enjoy a more rewarding retirement and future. We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings. The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients. We are seeking a Marketing & Events Manager who will play a pivotal role in developing and executing marketing initiatives across multiple channels. In this role, you will own the strategy and execution of client and prospect events, strengthening relationships, elevating the Wealth With No Regrets brand, and driving new business for the firm.

Requirements

Bachelor’s degree in marketing, Communications, Business, or a related field preferred
4–7 years of combined experience in marketing and event management, with a proven history of executing campaigns and owning client-facing events from concept through completion
Proficiency with marketing automation and CRM platforms (HubSpot, Salesforce, Redtail, Wealthbox, or similar), analytics tools (Google Analytics, social media insights, email dashboards), and Microsoft Office Suite including Excel, Word, and PowerPoint
Strong copywriting and editing skills with the ability to adapt tone and voice for different audiences
Working knowledge of SEO, paid social, and digital advertising fundamentals
Highly organized, detail-oriented, and process-driven with strong project management skills to juggle multiple campaigns, events, and deadlines simultaneously
Excellent written and verbal communication skills to collaborate with firm leadership, advisors, vendors, clients, and prospects
Demonstrates strong integrity and a commitment to ethical conduct, especially when overseeing confidential client information and financial matters

Nice To Haves

experience with design tools such as Canva or Adobe Creative Suite a plus

Responsibilities

Plan, execute, and measure multi-channel marketing campaigns that drive brand awareness, lead generation, and client engagement
Develop content strategies across digital platforms, including email marketing, social media, website, and blog
Manage the marketing calendar and ensure timely execution of campaigns aligned with business objectives
Track, analyze, and report on campaign performance using marketing analytics tools; use insights to optimize future initiatives
Collaborate with firm leadership and advisors to shape messaging, positioning, and brand voice across all touchpoints
Write, edit, and proofread marketing copy for emails, landing pages, social posts, newsletters, and client communications
Manage the CRM and marketing automation platform, including list segmentation, workflows, and nurture campaigns for prospects and clients
Coordinate with external vendors, designers, and agencies to produce creative assets and campaign materials
Monitor social media channels, engage with the audience, and grow the firm’s digital presence
Support SEO and paid advertising efforts, including keyword research, ad copy, and performance tracking
Maintain brand consistency across all marketing materials and client-facing communications
Ensure all marketing activities adhere to industry compliance and regulatory guidelines
Own the strategy and execution of a full calendar of client appreciation events, prospect events, educational seminars, and community engagements
Lead the end-to-end event experience, including concept development, venue selection, invitations, promotion, coordination, on-site management, and post-event follow-up
Manage event budgets, vendor relationships, and timelines to consistently deliver high-quality experiences
Partner with advisors to identify event opportunities that deepen client relationships and attract qualified prospects
Track event ROI, attendance, and engagement metrics to continually refine the event strategy
Provide a warm, professional, and welcoming experience for clients and prospects at every event and touchpoint
Build and maintain relationships with venues, caterers, and event vendors throughout Metro Atlanta