Marketing Content Manager

Position Overview

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominantly high net worth individuals. At EP Wealth, we help clients navigate life’s complexities with customized financial planning and investment strategies. We combine deep fiduciary responsibility with a commitment to exceptional service and are expanding our marketing capabilities. Our Atlanta, GA office is hiring a Marketing Content Manager with a passion for financial storytelling and a solid foundation in wealth management. You will transform complex financial concepts into clear, compelling, and client-friendly content, directly supporting client education, business development, and brand consistency. Compensation: Salary Range: $100,000 - $120,000 plus annual bonus.

Key Responsibilities

• Develop content that supports the full client journey—from prospecting and onboarding to education and long-term engagement.
• Translate technical topics such as tax planning, retirement strategies, estate planning, and investments into accessible, engaging narratives.
• Ensure all content reflects a deep understanding of client needs and the firm’s service experience standards.
• Partner with advisors and internal experts to gather insights, source ideas, and validate accuracy.
• Collaborate with the Client Experience team to align content with service delivery, onboarding, and retention strategies.
• Work with the Marketing Services team (graphic designers, digital specialists, and project managers) to develop polished, on-brand deliverables.
• Actively contribute to brainstorming sessions and creative planning efforts across teams.
• Produce and refine brochures, sales presentations, client-facing one-pagers, pitch decks, web copy, and educational resources.
• Help maintain a centralized library of up-to-date marketing materials.
• Support firmwide initiatives with content contributions, including campaigns, events, and thought leadership.

Required Qualifications

• 3+ years of experience in wealth management, financial planning, or advisory services.
• FINRA Series 65/66 or CFP® designation (active or lapsed) is highly desired.
• Strong writing and content development skills with the ability to simplify complex financial information.
• Interest in and openness to learning new skills in marketing, communication strategy, and client experience.
• Highly collaborative with excellent communication and stakeholder engagement skills.
• Proficiency with Microsoft Office and cloud-based collaboration tools (e.g., Google Workspace).
• Prior experience contributing to marketing teams or projects.
• Familiarity with creative production workflows (design, review, approvals).
• Knowledge of digital marketing best practices (SEO, email marketing, CMS).
• Ability to translate technical content into clear, benefit-driven messaging.
• Team player eager to learn from others and build new skillsets.
• Organized, resourceful, and able to balance creativity with accuracy and compliance.
• Motivated to grow with a firm that values both subject matter expertise and innovative communication.

Benefits & Perks

• 11 Paid Holidays + 2 Floating Holidays
• 3 Weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly Subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with Company Match Contributions
• Free Mental Health Services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program