Marketing Specialist

KWB WEALTH•Redlands, CA

6d•$60,000 - $85,000•Onsite

About The Position

KWB Wealth is hiring a Marketing Specialist to help grow the firm’s client experience, referral programs, events, and digital presence. Working closely with the Marketing Director and Creative Art Director, this person will own marketing campaigns and programs across channels, measure their impact, and make recommendations based on results. The role offers substantial ownership and the opportunity to contribute to the firm’s growth and long-term client relationships. The Marketing Specialist will manage integrated marketing activity across campaigns, client recognition, events, email, website, social media, research and reporting, team collaboration, and brand management. The role also serves as a warm, welcoming first point of contact for clients visiting the Redlands office. Responsibilities may evolve with the firm’s needs, with priorities set alongside the Marketing Director. KWB Wealth is an independent Registered Investment Advisor with offices in Redlands and Monrovia, California. It manages more than $1.6 billion in client assets as of June 30, 2026, and has served clients for more than 30 years.

Requirements

3–5 years of marketing experience, ideally in financial or professional services.
Bachelor’s degree in marketing or another relevant field.
Track record of owning or supporting campaigns and programs, and ability to explain decisions and results.
Experience running or supporting events end to end, including vendor, contract, and budget management.
Hands-on analytics skills, including turning web, email, social media, and other marketing data into clear recommendations.
Proficiency with Salesforce, including running reports, and Constant Contact or similar tools; ability to learn new tools at an appropriate pace.
Excellent writing across email, web, and marketing content, and clear, concise communication with internal teams.
Demonstrated ownership, follow-through, and ability to present context, options, and recommendations when decisions are needed.
Ability to identify potential issues, gaps, and consequences proactively and make thoughtful recommendations.
Strong organization, including maintaining accessible project files, contracts, invoices, and reports.
Ability to prioritize competing work, flag risks early, and deliver on time.
Professional, efficient, and proactive communication with team members, and warm, friendly, professional communication with clients.

Responsibilities

Identify, propose, and own campaigns and programs supporting client retention, referrals, new-client growth, and brand awareness.
Manage campaigns and programs end to end, including goals, audience, scope, budget, channel execution, tracking, and results reporting.
Develop initiatives and materials that improve the client experience and encourage referrals.
Manage client recognition activities, including birthday calls, thank-you letters, anniversaries, and gifting, including sourcing, inventory, and reordering.
Serve as a warm, welcoming first point of contact for clients visiting the Redlands office.
Own the KWB Wealth Annual Charity Golf Tournament, including strategic planning, execution, fundraising and sponsorship goals, and post-event reporting.
Plan, execute, measure, and report on client appreciation and educational events and webinars as the events program expands; manage promotion and develop written content as needed.
Identify strategies to improve events and their business impact.
Support email strategy and campaign development; propose campaigns that support retention and growth.
Plan, write, and send email campaigns using Constant Contact or similar platforms, and maintain email lists.
Coordinate client-facing emails, including the Quarterly Newsletter and Weekly Market Commentary.
Develop and maintain website content, recommend improvements to the website experience, and take ownership of content updates as needed.
Manage the blog end to end, including its content calendar, coordinating and editing posts, compliance review, and website publication.
Support SEO/AEO efforts to grow online visibility.
Manage social media strategy, content, posting, and reporting across LinkedIn, Instagram, Facebook, and X; recommend optimizations and coordinate contributions from team members.
Manage the social media content calendar.
Build reporting across marketing programs and touchpoints, identify insights and takeaways, and recommend improvements.
Research competitors and market trends, including firms’ messaging, content, events, and digital presence, and turn findings into recommendations.
Own and maintain the integrated marketing calendar.
Collaborate with the Creative Art Director, Client Experience Manager, Client Relationship Manager, financial advisors, and other team members as appropriate.
Work with the Creative Art Director to develop and maintain marketing materials and ensure touchpoints are on brand; recommend brand updates as appropriate.
Work with compliance to ensure marketing materials comply with financial industry regulations.
Own work, follow up, close loops, and present context, options, and recommendations when decisions are needed.
Identify potential issues, gaps, and consequences proactively and offer thoughtful recommendations.
Keep project files, contracts, invoices, and reports organized and readily accessible to the team.
Prioritize competing work, flag risks early, and deliver on time.
Communicate professionally, efficiently, and proactively with team members, and warmly and professionally with clients.