Senior Marketing Manager, Financial Services/Insurance

EPIC Brokers•New York, NY

8h•$105,000 - $125,000•Hybrid

About The Position

We're seeking a hands-on marketing professional who can independently execute initiatives that support our growth across key client segments, including Alternative Asset Managers (private equity, hedge funds, venture capital, and portfolio companies), Registered Investment Advisors (RIAs), and Family Offices. This role is responsible for bringing marketing initiatives to life - planning, building, coordinating, and delivering programs that strengthen relationships and support business development. The Senior Marketing Manager will work closely with leadership and subject matter experts to ensure initiatives move forward efficiently and are delivered with a high level of quality and professionalism. This position is ideal for someone ready to take the next step in their career, a marketer who enjoys ownership, thrives in a collaborative environment, and can operate with increasing autonomy.

Requirements

5–7+ years of marketing experience in insurance, financial services, or professional services
Experience supporting relationship-driven or B2B marketing environments
Strong project management and organizational skills with the ability to manage multiple initiatives simultaneously
Excellent written communication skills and comfort collaborating with senior professionals and subject matter experts
Ability to operate independently and manage priorities without constant direction
Advanced proficiency in Microsoft Office, particularly PowerPoint, with demonstrated ability to develop clear, polished client-facing presentations and coordinate inputs from multiple stakeholders; strong working knowledge of Excel and Word
Experience managing LinkedIn content in a professional services or B2B setting, including drafting posts, coordinating subject matter input, and maintaining a consistent voice aligned with the firm’s brand
Familiarity with CRM or marketing automation platforms (HubSpot and/or Salesforce Marketing Cloud preferred)

Responsibilities

Plan and execute marketing initiatives tailored to priority client segments (AAMs, RIAs, Family Offices)
Coordinate webinars, events, sponsorships, and co-marketing efforts
Support relationship teams with targeted communications and materials
Maintain consistency and professionalism across segment-specific marketing efforts
Draft and coordinate LinkedIn posts, supporting industry insights, firm initiatives, and relationship visibility
Draft and coordinate thought leadership, announcements and updates
Build and manage email campaigns, communications, and client outreach
Partner with SMEs to shape ideas into clear, professional content appropriate for a relationship-driven audience
Ensure materials align with brand standards and messaging
Manage development of presentations and collateral for new business opportunities
Coordinate timelines and inputs across subject matter experts and producers
Drive projects to completion with minimal oversight
Manage multiple initiatives simultaneously from concept through delivery
Anticipate needs, follow up proactively, and keep projects moving
Collaborate with design and digital resources to finalize materials
Track participation, engagement and program outcomes
Maintain organized records of campaigns and communications
Provide clear status updates and performance summaries to leadership

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation