Digital Marketing Specialist | Corporate Clients

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San Diego, CA, USA
In-Office
67K-98K Annually
Financial Services
The Role

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our San Diego, California office is looking for a Digital Marketing Specialist who will work closely with team leadership and partners to conceptualize and develop on-brand content that resonates with our target audience through digital and traditional media through all touch points in the client lifecycle. In this role, you will develop and manage content (digital, print, social media, email, webinars/seminars, editorial, etc), manage campaign tracking and reporting and provide general marketing support for internal stakeholders.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $68,000.00 - $75,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Content Development and Optimization

  • Support development, execution and optimization of seminar/webinar presentations, email campaigns, video, brand advertising, editorial placements, white papers, case studies and guidebooks with audience-specific messaging

  • Recommend and conduct testing and other channel optimizations

  • Oversee project plans and provide regular status updates to leadership to enable strategic decisions and actions

  • Ensure compliance with both industry regulations and company policies and procedures

  • Collaborate within Marketing to ensure cohesive cross-channel campaign management

Campaign Tracking and Reporting

  • Monitor campaign set up within Salesforce and partner to monitor response management

  • Partner to set up campaign tracking codes, pull marketing lists and monitor reporting for accuracy

  • Assist analytics partners to review special data and conduct analysis related to campaign optimization

  • Regularly share campaign results and conduct channel reviews to enable informed, strategic decisions

General Marketing Support

  • Support the timely distribution of marketing collateral to prospects

  • Regularly track and share insights into market best practices

  • Stay up-to-date with latest technologies, developments and best practices

  • Assisting in the scheduling and preparation for events

Education/Qualifications

  • Bachelor's Degree (or equivalent experience) in marketing or related major

  • 5+ years of digital marketing experience

  • Proven experience with: Paid Advertising, Marketing & SEO and managing campaigns across multiple search engine and key social platforms

  • Ability to create and execute on Email Campaigns and Workflows

  • High level of comfort with analyzing campaign data

  • Strong written and oral communication skills required

  • Experience working with Google Analytics, Hubspot, Salesforce and Salesforce Marketing Cloud required

  • Experience with utilization of AI in ad creation a plus

  • Management experience overseeing a marketing team and cross-functional projects is preferred

  • Proficient with Microsoft Office Suite or related software

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Lead is $67,300.00 to $97,600.00.

#LI-HB1

IND123

#LI-onsite

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to employees and their families)

  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

  • Life and AD&D insurance – employer paid and voluntary options

  • Short-term and long-term disability, workers compensation – employer paid

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

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The Company
HQ: Plymouth, MN
809 Employees
Year Founded: 1997

What We Do

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

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