Teams at KWB Wealth

Owns integrated marketing campaigns and programs across email, social media, website, content, events, referrals, and client recognition. Responsibilities include managing the annual charity golf tournament and other events, maintaining digital content, reporting on marketing performance, researching competitors, coordinating the marketing calendar, supporting brand management, and ensuring compliance with financial industry regulations. The role also serves as a welcoming point of contact for clients and collaborates with advisors, creative, client experience, and compliance teams.