Marketing Manager

Itzen Bishop Financial Ontario, CA Full-Time Job Summary Itzen Bishop Financial is seeking an experienced Marketing Manager with 5+ years of experience to lead and execute firm‑wide marketing initiatives in support of business growth, brand positioning, and advisor success. This role is responsible for developing and managing marketing strategy across digital channels, client communications, and brand initiatives within a regulated wealth management environment. Core Responsibilities Events & Experiences Plan and coordinate firm marketing events (webinars, referral dinners, client celebrations, retirement send‑offs, etc.) Ensure brand consistency, attendee follow‑through, and experience quality Email Marketing Maintain automated nurture/live‑send campaigns (most are built + running in autopilot — focus is monitoring, light editing, and deploying new sends when needed) Social Media Manage LinkedIn + Facebook for both brand pages and individual advisor pages Light content creation / copywriting / posting cadence planning Website / Digital Presence Update advisor pages, team bios, landing pages, announcements Coordinate with vendors/web support as needed Marketing Collateral Manage yearly planning calendars, printed pieces, and branded materials Gifting & Client Touch Program Execute gifting workflows: new clients, retirements, “wow moment” gifts Manage handwritten letter cadence for monthly inflow Pipeline & Prospect Tracking Ensure leads/prospects are captured, tracked, and followed through until outcome COI Relationship Support Continue to build and maintain relationships with Centers of Influence (CPA, estate attorney, realtors, business owners, etc.) Qualifications Bachelor’s degree in Marketing, Communications, Business, or a related field 5+ years of professional marketing experience, preferably within financial services or professional services Proven experience developing and executing integrated marketing strategies Strong understanding of branding, content marketing, and digital marketing principles Experience working in regulated or compliance‑driven environments Excellent written, verbal, and interpersonal communication skills Strong project management and organizational skills Proficiency with marketing platforms, CRM systems, and analytics tools Preferred Qualifications Experience within a registered investment advisor (RIA) or wealth management firm Familiarity with SEC and FINRA advertising and communications regulations Experience supporting advisor‑led marketing initiatives Leadership experience or people‑management responsibilities Advanced certifications in marketing, communications, or digital strategy Benefits Competitive salary commensurate with experience Performance‑based incentive opportunities Health, retirement, and paid time off benefits Professional development and continuing education support #J-18808-Ljbffr About Asc Advisors Llc