Job Title: Marketing Director

Location: Redlands, CA

Employer: KWB Wealth

Salary Range: $110,000 to $125,000 + Bonuses

Job Type: Full-time

For your application to be considered, please include a cover letter addressing why you want this job and why you are a good fit.

Position Overview

The Marketing Director is KWB Wealth's senior marketing leader, responsible for developing, implementing, and overseeing the firm's marketing strategy. Reporting to the Business Development Officer (BDO), this role combines strategic vision with operational discipline, ensuring that all initiatives align with KWB's mission of helping committed individuals accumulate wealth. Grounded in integrity, quality growth, purposeful leadership, and approachable professionalism, the Marketing Director ensures that every campaign reflects who we are as a firm: trusted advisors, authentic communicators, and positive disruptors in the financial planning space.

Equally important, this role is the steward of the KWB brand — a brand cultivated over 30 years. The Marketing Director must first learn, respect, and uphold the identity we have built, ensuring every message, strategy, and campaign aligns with our established reputation. While we welcome innovation and fresh ideas to shape the brand for future growth, this must be done in harmony with what has been built — not by compromising it, but by strengthening it.

Key Areas of Responsibility

• Marketing Strategy & Brand Stewardship — Lead firm-wide marketing strategy across digital, social, events, and referral programs. Serve as guardian of the KWB brand across all channels and communications.

• Team Leadership — Direct and develop a three-person team: Creative Art Director (CAD), Client Experience Manager (CEM), and Marketing Coordinator. Assign roles, manage workload, and hold the team accountable to deadlines and brand standards.

• Budget & Contract Management — Own the annual marketing budget, monitor costs, manage vendor contracts, and report financial performance to the BDO.

• Client Events & Webinars — Oversee planning, logistics, and execution of all client-facing events, webinars, and the firm's annual charity golf tournament.

• Client Communications — Direct production of newsletters, market commentary, and client touchpoints. Ensure Constant Contact lists and communications are accurate and timely.

• Social Media & Content — Oversee firm and advisor social media accounts, content calendars, and thought leadership strategy across LinkedIn, Instagram, Facebook, and X.

• Vendor & Agency Management — Direct relationships with external marketing partners and agencies for SEO, analytics, digital advertising, and design.

• Analytics & Reporting — Track and present campaign performance, budget vs. actuals, and marketing metrics to leadership on a regular cadence.

• Compliance — Ensure all marketing materials meet financial industry regulatory requirements.

Responsibilities

• Lead firm-wide marketing strategy across digital, social, events, and referral programs.

• Safeguard brand consistency, reputation, and compliance in all external communications.

• Translate leadership vision into actionable, measurable campaigns, events, and processes.

• Ensure that every marketing piece, campaign, and vendor output reflects and supports the KWB brand.

• Manage the annual marketing budget; track spending, forecast needs, and report variances to the BDO.

• Own all marketing and business development vendor contracts, including review, renewal tracking, and compliance with terms.

• Coach and develop the marketing team (CAD, CEM, and Marketing Coordinator) to align and achieve excellence.

• Create and maintain systems: calendars, workflows, templates, and reporting structures.

• Direct and oversee vendors and agencies for SEO, analytics, and digital advertising as needed.

• Partner with leadership to strengthen initiatives that deepen client trust and drive referrals.

About KWB Wealth

KWB Wealth is an independent Registered Investment Advisor (RIA) based in Southern California, built on trust, transparency, and candor. We help the committed accumulate wealth through financial planning, investment management, and holistic strategies that align money with meaning. Our clients are families, professionals, and business owners who value integrity, long-term thinking, and authentic relationships.

Our core values — integrity, quality growth, purposeful leadership, and approachable professionalism — are not just words on a page. They are the standards by which we measure our success as individuals and as a firm. Integrity cultivates trust. Quality growth ensures sustainable success for both clients and team members. Purposeful leadership drives continuous improvement and innovation. Approachable professionalism allows us to meet people where they are, creating authentic connections without pretense.

For more than 30 years, the KWB brand has reflected these values. Every interaction, every decision, and every campaign we produce strengthens that reputation. As we continue to grow, maintaining the integrity of our brand while embracing thoughtful evolution is at the heart of our success.

Why Join Us

Joining KWB Wealth means stepping into a firm that is values-driven, future-focused, and dedicated to making a meaningful impact. As Marketing Director, you will:

• Shape and steward a respected brand that has been trusted for over 30 years.

• Work alongside a collaborative leadership team that listens first and acts with discernment.

• Lead with integrity, knowing your role and how you partner and communicate with team members matters.

• Experience a culture of quality growth, where success is measured by client impact, team development, and long-term sustainability.

• Be empowered to practice purposeful leadership — challenging the status quo, innovating, and driving initiatives that matter.

• Thrive in an environment of approachable professionalism where authenticity is celebrated, relationships come first, and your best self is supported.

Why You'd Be a Great Addition to Our Team

If you are discerning, approachable, and grounded — someone who listens first and responds thoughtfully — you'll be a great addition to our team. We're looking for a leader who can honor what's been built, bring fresh energy and ideas, and elevate both our marketing and our culture.

This is more than a job — it's an opportunity to join a mission-driven firm where your work directly contributes to clients' success, the team's growth, and the legacy we are building together.

Requirements

Qualifications

• Bachelor's degree in Marketing, Communications, or related field; Master's preferred.

• 10+ years of marketing experience, ideally in financial or professional services.

• Proven success in designing and executing campaigns with measurable results.

• Experience managing budgets, vendor contracts, and cost accountability.

• Strong written and verbal communication skills; ability to distill complex concepts into approachable messages.

• Experience managing and mentoring staff, with a track record of fostering quality growth in both people and processes.

• Proficiency with marketing technology, SEO, analytics, and design tools (Adobe Suite and related).

• Demonstrated commitment to integrity in communication, purposeful leadership in initiatives, and approachable professionalism in client and team interactions.

• Ability to learn and uphold an established brand, ensuring all marketing initiatives honor KWB's 30-year reputation while supporting opportunities for future growth.

Leadership Expectations

• Embody integrity by honoring commitments, being transparent, and aligning intention with impact.

• Demonstrate a grounded, discerning, and confident presence — easy to communicate with, composed under pressure, and uncompromising in upholding relationships, self-respect, and the mission of the firm.

• Listen first, then respond; earn respect by being approachable, thoughtful, and consistent.

• Model purposeful, passionate leadership by anticipating needs, taking initiative, and ensuring smooth execution through foresight and preparation.

• Drive quality growth by making decisions that support the long-term success of clients, the firm, and the team.

• Balance approachability and professionalism — bringing authority with humility, and supporting others' success as a reflection of the team's success.

• Anchor in KWB's North Star and mission mindset, ensuring that marketing serves not only firm growth but also client trust and community impact.

• Serve as a guardian of the KWB brand, maintaining consistency across all communications and ensuring that brand evolution enhances, rather than disrupts, what has been built.

Benefits

• Personal time and paid time off

• Health insurance

• 401(k) and profit sharing

• Company events and trips

• Access to leading industry conferences and experts

• Opportunity for growth within the firm

• Support in furthering education