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, poli