Our client, a growing multi-family office serving ultra-high-net-worth families, entrepreneurs, and business owners, is seeking a Marketing & Client Experience Manager to support the continued expansion of its brand and client experience.
This role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys balancing creativity with execution. You'll have the opportunity to own a wide variety of initiatives—from client events and digital marketing to content creation and marketing technology—while helping shape the firm's overall marketing strategy.
If you're energized by building processes, bringing ideas to life, and wearing multiple hats, this could be an excellent fit.
Key Responsibilities
Drive marketing initiatives across email, social media, website, and digital channels.
Create compelling content, presentations, marketing materials, and thought leadership pieces.
Coordinate and execute client appreciation events, educational seminars, and networking events from planning through post-event follow-up.
Manage relationships with outside vendors, designers, and marketing partners.
Produce and edit short-form video and social media content to strengthen the firm's online presence.
Maintain website content and support ongoing SEO and digital marketing efforts.
Leverage AI, automation, and marketing technology to improve workflows and campaign effectiveness.
Monitor campaign performance and provide recommendations based on engagement and analytics.
Qualifications
Required
Bachelor's degree in Marketing, Communications, Business, or a related field
4-7 years of experience in a marketing, communications, or brand-focused role
Proven ability to manage multiple projects in a deadline-driven environment
Strong written communication and organizational skills
Experience supporting digital marketing initiatives, email campaigns, and social media
Preferred
Experience within wealth management, financial services, private banking, or luxury brands
Background planning client-facing events or executive-level experiences
Experience with Adobe Creative Suite, Canva, or similar creative platforms
Familiarity with CRM and marketing automation tools
Working knowledge of SEO, website management, and marketing analytics
Comfortable incorporating AI tools into daily marketing workflows
Why Consider This Opportunity?
Join a nationally recognized, growth-oriented wealth management organization.
Play a visible role in shaping the firm's marketing strategy and client experience.
Work alongside a collaborative leadership team that values innovation and creativity.
Competitive compensation ($90,000-$110,000 base plus bonus) and comprehensive benefits.
Opportunity for long-term growth within an expanding organization.
Numbers & Facts
Location
Seattle, Washington
Skills
Adobe Creative Suiteunmatched
Artificial Intelligence (AI)unmatched
Campaignsunmatched
Communication Skillsunmatched
Consumer Brandingunmatched
Content Developmentunmatched
Cross-Functionalunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Email Campaignunmatched
Entrepreneurshipunmatched
Event Managementunmatched
Event Marketingunmatched
Financial Servicesunmatched
High Net Worthunmatched
Leadershipunmatched
Marketingunmatched
Marketing Automation Softwareunmatched
Marketing Communicationsunmatched
Marketing Presentationunmatched
Marketing Strategyunmatched
Multitaskingunmatched
Networking Eventsunmatched
Online Marketingunmatched
Organizational Skillsunmatched
Performance Analysisunmatched
Private Bankingunmatched
Project/Program Managementunmatched
Search Engine Optimization (SEO)unmatched
Seminarsunmatched
Social Mediaunmatched
Supplier Relationship Management (SRM)unmatched
Team Playerunmatched
Thought Leadershipunmatched
Time Managementunmatched
Vendor/Supplier Relationsunmatched
Wealth Managementunmatched
Website Managementunmatched
Writing Skillsunmatched
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