Marketing Specialist - KWB Wealth

The Redlands Chamber of Commerce•Redlands, CA

7d•$60,000 - $85,000•Onsite

About The Position

KWB Wealth is hiring an on-site, full-time Marketing Specialist in Redlands, California. Reporting to the Marketing Director, this role works closely with the Marketing Director and Creative Art Director to drive marketing campaigns, referral programs, events, and digital touchpoints. The position offers ownership of marketing work and the opportunity to see its impact on business growth, client experience, and the firm's digital presence. The Marketing Specialist will develop and execute integrated campaigns and programs, support client retention and referrals, manage client recognition, and serve as a warm first point of contact for clients visiting the Redlands office. The role owns the firm's annual charity golf tournament and may manage client appreciation and educational events and webinars as the events program expands. The position also supports email strategy and execution, website content and blog publishing, SEO/AEO efforts, and social media strategy across LinkedIn, Instagram, Facebook, and X. Responsibilities include creating marketing performance reports and recommendations, researching competitors and market trends, maintaining the integrated marketing calendar, collaborating with colleagues across the firm, and helping maintain consistent, compliant brand materials. 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 families, professionals, and business owners for more than 30 years through financial planning, investment management, and holistic strategies.

Requirements

3–5 years of marketing experience, ideally in financial or professional services.
Bachelor's degree in marketing or a relevant field.
Track record of owning or supporting campaigns and programs, and ability to explain decisions and results.
Experience running or supporting end-to-end events, including vendor, contract, and budget management.
Hands-on analytics experience and ability to turn web, email, social media, and other marketing data into clear recommendations.
Proficiency with Salesforce, including running Salesforce reports, and Constant Contact or similar tools; ability to learn new tools at an appropriate pace.
Excellent writing skills across email, web, and marketing content.
Clear and concise communication with internal teams.
Strong ownership, judgment, organization, prioritization, urgency, and proactive communication.

Responsibilities

Identify, propose, and own marketing campaigns and programs that support client retention, referrals, new-client growth, and brand awareness.
Run campaigns and programs end to end, defining goals, audience, scope, and budget; executing across channels; tracking progress; and reporting results.
Develop and roll out 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.
Promote events through the website, email, and other channels as needed, and develop written content for them.
Identify strategies to improve events and their business impact.
Support email strategy and campaign development, proposing campaigns that support business retention and growth.
Plan, write, and send email campaigns using Constant Contact or a similar platform, and maintain and clean email lists.
Manage and coordinate client-facing emails, including the Quarterly Newsletter, Weekly Market Commentary, and other content as needed.
Develop and maintain website content, recommend improvements to the website experience in line with company goals, and make content updates as needed.
Manage the blog end to end, including the content calendar, coordinating posts, editing, compliance review, and website publishing.
Support SEO/AEO efforts to grow online visibility.
Manage social media strategy, content, posting, and reporting across LinkedIn, Instagram, Facebook, and X; recommend optimizations based on performance.
Coordinate with team members to share their insights and expertise through social channels, and manage the social media content calendar.
Build reporting across marketing programs, campaigns, email, website, events, social media, and other touchpoints; identify insights, takeaways, and recommendations.
Research competitors and market trends, including firms' marketing, messaging, content, events, and digital presence, and turn findings into recommendations.
Own and maintain the integrated marketing calendar, ensuring activities are appropriately scheduled.
Collaborate with the Creative Art Director, Client Experience Manager, Client Relationship Manager, financial advisors, and other teams as appropriate.
Work with the Creative Art Director to develop and maintain marketing materials and ensure marketing touchpoints are on brand.
Help keep the brand relevant, competitive, and unique, and recommend brand updates where 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 a decision is needed.
Identify potential issues, gaps, and consequences proactively and provide thoughtful recommendations.
Organize project files, contracts, invoices, and reports so they are saved appropriately and easy for the team to find.
Prioritize competing work, flag risks early, and deliver on time.
Maintain professional, efficient, and proactive communication with team members and warm, friendly, professional communication with clients.