Marketing Manager (Hiring Immediately)

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:

1. Events & Experiences

a. Plan and coordinate firm marketing events (webinars, referral dinners, client celebrations, retirement send-offs, etc.)

b. Ensure brand consistency, attendee follow-through, and experience quality

2. Email Marketing

a. Maintain automated nurture/live-send campaigns (most are built + running in autopilot - focus is monitoring, light editing, and ...