Marketing & Events Manager - Alpharetta, GA at Advisor Talent Solutions

Alpharetta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Sep, 26

Salary

120000.0

Posted On

19 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Multi-channel Marketing, Event Management, Content Strategy, CRM Management, Copywriting, Marketing Analytics, SEO, Paid Advertising, Project Management, Budget Management, Vendor Management, Brand Management, Email Marketing, Social Media Management, Lead Generation, Client Engagement

Industry

Financial Services

Description

Position: Marketing & Events Manager Firm: Wealth With No Regrets Location: Alpharetta, GA Overview: Wealth With No Regrets® is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients make the right decisions for the right reasons so they can enjoy a more rewarding retirement and future. We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings. The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients. We are seeking a Marketing & Events Manager who will play a pivotal role in developing and executing marketing initiatives across multiple channels. In this role, you will own the strategy and execution of client and prospect events, strengthening relationships, elevating the Wealth With No Regrets brand, and driving new business for the firm. What you’ll do: Marketing Responsibilities: * Plan, execute, and measure multi-channel marketing campaigns that drive brand awareness, lead generation, and client engagement * Develop content strategies across digital platforms, including email marketing, social media, website, and blog * Manage the marketing calendar and ensure timely execution of campaigns aligned with business objectives * Track, analyze, and report on campaign performance using marketing analytics tools; use insights to optimize future initiatives * Collaborate with firm leadership and advisors to shape messaging, positioning, and brand voice across all touchpoints * Write, edit, and proofread marketing copy for emails, landing pages, social posts, newsletters, and client communications * Manage the CRM and marketing automation platform, including list segmentation, workflows, and nurture campaigns for prospects and clients * Coordinate with external vendors, designers, and agencies to produce creative assets and campaign materials * Monitor social media channels, engage with the audience, and grow the firm’s digital presence * Support SEO and paid advertising efforts, including keyword research, ad copy, and performance tracking * Maintain brand consistency across all marketing materials and client-facing communications * Ensure all marketing activities adhere to industry compliance and regulatory guidelines Events Responsibilities: * Own the strategy and execution of a full calendar of client appreciation events, prospect events, educational seminars, and community engagements * Lead the end-to-end event experience, including concept development, venue selection, invitations, promotion, coordination, on-site management, and post-event follow-up * Manage event budgets, vendor relationships, and timelines to consistently deliver high-quality experiences * Partner with advisors to identify event opportunities that deepen client relationships and attract qualified prospects * Track event ROI, attendance, and engagement metrics to continually refine the event strategy * Provide a warm, professional, and welcoming experience for clients and prospects at every event and touchpoint * Build and maintain relationships with venues, caterers, and event vendors throughout Metro Atlanta What We’re Looking For: * Bachelor’s degree in marketing, Communications, Business, or a related field preferred * 4–7 years of combined experience in marketing and event management, with a proven history of executing campaigns and owning client-facing events from concept through completion * Proficiency with marketing automation and CRM platforms (HubSpot, Salesforce, Redtail, Wealthbox, or similar), analytics tools (Google Analytics, social media insights, email dashboards), and Microsoft Office Suite including Excel, Word, and PowerPoint * Strong copywriting and editing skills with the ability to adapt tone and voice for different audiences; experience with design tools such as Canva or Adobe Creative Suite a plus * Working knowledge of SEO, paid social, and digital advertising fundamentals * Highly organized, detail-oriented, and process-driven with strong project management skills to juggle multiple campaigns, events, and deadlines simultaneously * Excellent written and verbal communication skills to collaborate with firm leadership, advisors, vendors, clients, and prospects * Demonstrates strong integrity and a commitment to ethical conduct, especially when overseeing confidential client information and financial matters What You’ll Get: Pay & Perks: * $80k-$120k /year based on experience * Health benefits * PTO * Paid holidays * 401k Schedule: * In office: Monday – Friday, 9am-5pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

Develop and execute multi-channel marketing campaigns to drive brand awareness and lead generation. Own the end-to-end strategy and execution of client appreciation events, seminars, and community engagements.