Senior Marketing Manager, Financial Services/insurance

Senior Marketing Manager, Financial Services/Insurance

Location: NYC Office, Hybrid

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Job Overview: 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.

Key Responsibilities

Segment & Partnership Initiatives

• 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

Campaign & Content Execution

• 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

Business Development Support

• 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

Project Ownership

• 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

Measurement & Organization

• Track participation, engagement and program outcomes
• Maintain organized records of campaigns and communications
• Provide clear status updates and performance summaries to leadership

Qualifications

• 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)

What Success Looks Like

• Initiatives move forward with minimal oversight and clear accountability

• Deliverables are complete, polished, and completed on schedule

• Stakeholders experience marketing as organized, responsive, and dependable

• Communications and materials consistently reflect the firm's professional brand and tone

• Leadership can stay focused on strategy rather than execution

Compensation

The national average salary for this role is $105,000.00 - $125,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why EPIC

EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• 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
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"