Wealth Enhancement · 3 hours ago
Digital Marketing Associate
San Diego, CA
Full-time
Onsite
Mid Level
$30/hr - $35/hr
3+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Digital Marketing Associate will support the marketing strategy by managing digital assets and executing digital media campaigns to drive website traffic and improve user engagement.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Execute paid digital media campaigns and analytics
Day-to-day implementation of media buying, production management and results reporting and optimization of Wealth Enhancement Group’s paid search marketing, online display, remarketing, social media and other emerging online marketing channels
Use paid media strategies to identify digital targets and effectively manage and scale media spend to build contact database in new markets and continue to database growth in established markets
Deploy SEM best practices across accounts, campaigns, and devices and proactively stay current on industry trends and tools
Manage project schedules, costs and P&Ls in our CRM and other software systems
Serve as day-to-day contact person with digital agency to execute marketing plans
Collaborate with other members of the Marketing team to ensure cohesive cross-channel campaign management and hand-offs
Hands-on experience running, optimizing, and analyzing paid digital ad campaigns (Google Ads, paid social, display, or similar platforms)
Experience using HubSpot for campaign management, workflows, reporting, or CRM integration (or strong interest in becoming proficient)
Drive organic website traffic using SEO tactics
Maintain and optimize website content, including resource library, using SEO best practices
Support content creation by conducting keyword research and providing content ideas or suggested changes
Partner with Marketing team and other business units to ensure contact info and bios are up-to-date and work closely with internal sales marketing team to ensure a smooth transition of digital assets for new office acquisitions
Conduct annual audit of evergreen content
Optimize website to increase conversion and improve user engagement
Perform regular website analytics and share findings with appropriate parties to improve site performance
Partner with internal Content & Brand and New Client teams to improve user experience and ensure optimal long-term results
Serve as primary point of contact for agency supporting web development (including design, UX changes and maintenance), and maintain prioritized project list for website updates and changes
Prepare regular reporting on digital results
Prepare regular results reports for management to report of overall effectiveness of digital marketing
Recommend and conduct A/B testing on search campaigns and landing pages and other top-of-funnel content
Prepare marketing campaign data; effectively and regularly communicate findings to enable informed strategic decisions on marketing allocation across all digital marketing channels
Partner with internal Corporate Analytics and New Client teams to ensure accurate and timely results
Interest in using AI tools (e.g., ChatGPT, Copilot, no-code/low-code tools) to write simple scripts, automate workflows, and accelerate analysis and campaign execution (programming expertise not required; curiosity and willingness to learn is)
Comfort working with data sets, dashboards, and performance metrics, and translating data into actionable marketing insights
Exposure to basic automation, APIs, or workflow tools (Zapier, Make, HubSpot workflows, Google Sheets automation, etc.) is a plus
Enjoys experimenting, testing, and iterating—this role rewards people who like optimizing systems, not just executing tasks
Self-motivated and eager to grow beyond the job description, taking ownership of projects and looking for ways to improve performance, systems, and results
General marketing support
Help Marketing Communications to execute “all department” activities
Act as a digital resource as needed
Other duties as assigned
Qualification
Required
Four-year degree (or equivalent experience) in marketing or related field
3-5 years of digital marketing experience paid and unpaid
Proven SEM experience managing PPC campaigns across Google, Yahoo and Bing
Google Ads certified, or ability to obtain preferred
Experience with A/B testing and multivariate experiments
Solid understanding of performance marketing, conversion and online customer acquisition
Ability to develop recommendations from sets of data and oriented towards continuous improvement
Functional understanding of HTML, CSS and SQL
Ability to work with back-end SEO elements such as metadata, site speed optimization and related skills
Knowledge of Microsoft Office
Excellent oral and written communication skills
Good problem-solving skills, willingness to dig into issues and present possible creative solutions
Ability to be flexible and to collaborate as part of a growing, cross-functional team
Preferred
Experience with Google Analytics, Salesforce and Salesforce Marketing Cloud preferred
Interest in using AI tools (e.g., ChatGPT, Copilot, no-code/low-code tools) to write simple scripts, automate workflows, and accelerate analysis and campaign execution (programming expertise not required; curiosity and willingness to learn is)
Exposure to basic automation, APIs, or workflow tools (Zapier, Make, HubSpot workflows, Google Sheets automation, etc.) is a plus
Benefits
Training and professional development
Medical, dental and vision coverage (Available to full-time 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)
Company
Wealth Enhancement
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase