Client Marketing Program Manager - (Hybrid)

EP Wealth Advisors, LLC•Torrance, CA

5d•$130,000 - $145,000•Hybrid

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 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. EP Wealth Advisors is seeking an execution-focused Client Marketing Manager to serve as the operational leader and second-in-command within the Client Marketing function. This is a program implementation role responsible for driving execution across client marketing initiatives, managing agencies, vendors and cross-functional teams, while ensuring complex, multi-channel projects are delivered on time and at a consistently high standard. This individual will translate strategic direction into structured execution while staying ahead of trends in the RIA and wealth management space for the benefit of the clients we serve. Core responsibilities are described below. Program & Project Ownership At its core, this role is accountable for turning strategy into action. The Manager will own the planning, sequencing, and execution of major initiatives—bringing structure to ambiguity and ensuring programs move forward with clarity and discipline. This includes managing timelines, aligning stakeholders, anticipating obstacles, and driving initiatives from concept through launch without relying on constant oversight. Own execution of the annual client marketing roadmap Build and manage detailed project plans across initiatives Drive accountability across internal stakeholders and external partners Anticipate and flag risks, proactively adjusting timelines Ensure initiatives launch smoothly and predictably Platform & Agency Management This role will manage and optimize relationships with external partners and vendors, ensuring scopes are clearly defined, timelines are met, and standards are upheld. The Manager must be comfortable holding agencies accountable, negotiating scope, and balancing quality with cost efficiency. Serve as primary point of contact for external partners Manage scopes of work, timelines, budgets, and deliverables Hold agencies accountable for quality and performance Optimize vendor relationships for efficiency and cost discipline Cross-Functional & Technical Fluency This position operates at the intersection of marketing, operations, product, and technology. The Manager must be able to communicate effectively across disciplines, understand operational implications of marketing initiatives, and align programs with CRM systems and technical workflows. Comfort speaking the language of product and technology teams is essential. Partner closely with Advisors, Compliance, Operations, and Product Technology Communicate effectively across business and technical stakeholders Understand and articulate the operational implications of marketing initiatives Speak the language of product and technology teams to ensure alignment Familiarity with CRM systems (e.g., Salesforce or similar platforms) and marketing automation tools Industry Insight & Voice of the Customer Leadership This role is not purely operational; it requires curiosity and awareness of industry evolution. The Manager will stay ahead of trends in the RIA and wealth management space and lead implementation of EP’s ongoing “Voice of the Customer” learning agenda. This includes gathering and analyzing client feedback, identifying patterns, and translating insights into actionable program enhancements. Stay ahead of RIA and wealth management marketing best practices Monitor competitive positioning and emerging client experience trends Lead implementation of ongoing client research and feedback initiatives Gather, analyze, and synthesize market research and client insights Proactively recommend enhancements to strengthen programs Deep familiarity with the wealth management or RIA space is strongly preferred Performance Measurement & Optimization The Manager will build and maintain a client marketing performance dashboard that tracks engagement, identifies trends, and surfaces actionable insights for advisors and leadership. The goal is not reporting for its own sake, but continuous refinement and smarter decision-making. Build and own the client marketing performance dashboard Track engagement and program performance metrics Analyze trends and communicate key insights Identify operational inefficiencies then wolve by implementing process improvements that scaleTop of Form Bottom of Form What Success Looks Like This is a marketing operational ownership role responsible for driving the execution of EP Wealth’s client marketing programs with structure, accountability, and precision. Success in this role means initiatives launch on time and at a high standard, agencies and vendors are proactively managed and held accountable, cross-functional collaboration runs smoothly, and client marketing programs operate predictably and efficiently at scale. This individual will own complex, multi-stakeholder projects end-to-end – building timelines, coordinating internal teams, and ensuring disciplined follow-through – so that the Director of Client Marketing can focus on long-term strategic evolution. For clarity, this is not a content writing, graphic design, or social media management role, nor is it a junior coordination position or a strategy-only seat without execution ownership. It is a marketing program owner role accountable for delivery, structure, and measurable outcomes.Top of FormBottom of Form

Requirements

6+ years in program management, marketing operations, or client marketing within a company that has a sophisticated and mature marketing infrastructure (e.g., healthcare, financial services)
Strong project management and agency management experience
Confidence operating at the intersection of marketing, product, and technology
Familiarity with CRM systems (Salesforce preferred) and digital workflow/project management tools
Strong organizational discipline and executive communication skills
High ownership mentality and bias toward execution
Structured, steady, and decisive
Technically conversant without needing to be an engineer
Comfortable managing complexity across teams
Passionate about improving client experience
Energized by building systems that scale

Nice To Haves

Experience in RIA or wealth management preferred
Deep familiarity with the wealth management or RIA space is strongly preferred

Responsibilities

Own execution of the annual client marketing roadmap
Build and manage detailed project plans across initiatives
Drive accountability across internal stakeholders and external partners
Anticipate and flag risks, proactively adjusting timelines
Ensure initiatives launch smoothly and predictably
Serve as primary point of contact for external partners
Manage scopes of work, timelines, budgets, and deliverables
Hold agencies accountable for quality and performance
Optimize vendor relationships for efficiency and cost discipline
Partner closely with Advisors, Compliance, Operations, and Product Technology
Communicate effectively across business and technical stakeholders
Understand and articulate the operational implications of marketing initiatives
Speak the language of product and technology teams to ensure alignment
Familiarity with CRM systems (e.g., Salesforce or similar platforms) and marketing automation tools
Stay ahead of RIA and wealth management marketing best practices
Monitor competitive positioning and emerging client experience trends
Lead implementation of ongoing client research and feedback initiatives
Gather, analyze, and synthesize market research and client insights
Proactively recommend enhancements to strengthen programs
Build and own the client marketing performance dashboard
Track engagement and program performance metrics
Analyze trends and communicate key insights
Identify operational inefficiencies then wolve by implementing process improvements that scale