Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective.The Marketing & Events Manager helps bring Parcion Private Wealth's brand and marketing strategy to life across digital campaigns, content, events and firm initiatives. This role blends creative work with hands on execution, one day coordinating our flagship client event, the next producing social content, launching an email campaign or partnering with advisors on a new marketing push. We're investing heavily in technology, AI and marketing to become the most recognized brand serving business owners nationwide, and this role is central to that effort.The ideal candidate is just as comfortable planning an event for 200 guests as editing a video for LinkedIn or using AI to get more done, faster.Compensation: $90,000 to $110,000 base salary, depending on experience, plus bonus eligibility, comprehensive benefits and professional development opportunities. Schedule: Core business hours, Monday through Friday. Schedule: Core business hours are Monday through Friday, 8:00 AM to 4:00 PM. We are flexible and open to hybrid arrangements after an initial onboarding period, typically 6 months, or with management approval. Position Type: Full Time | ExemptRequirementsThis position includes, but is not limited to, the following responsibilities: Marketing CampaignsBring email campaigns and nurture programs to life, from the first draft to the final sendKeep digital marketing initiatives moving across every channel we touchHelp plan, launch and report on campaigns, then use what you learn to make the next one betterTeam up with outside marketing partners and vendors to keep projects on trackDig into the numbers and tell us what's working, and what deserves a second lookEventsTake the reins on logistics for client and prospect events, start to finishLead the charge on planning our annual Signature Event, our biggest stage of the yearWrangle venues, vendors, invitations, registration and every communication in betweenOwn the budget, the timeline and the game planMake sure every guest walks away with a great story to tell, before, during and after the eventContent & CreativeHelp build marketing collateral and presentations that actually get noticedDream up social content and keep our posting calendar hummingShoot and edit short form video for LinkedIn and beyondPut your writing skills to work across email, web and socialCoordinate photography, video and creative assets so everything looks as good as it shouldDigital MarketingKeep our website and landing pages fresh and working hard for usSupport SEO and help us stay ahead on AEO, the newest frontier in AI searchWatch site performance closely and speak up when you spot a way to improve itHelp turn more visitors into real leads and real leads into real clientsAI & Marketing TechnologyPut AI tools to work speeding up content creation and campaign executionSpot chances to automate the busywork so the team can focus on the fun stuffGet comfortable in platforms like MailChimp, Salesforce, Snappy Kraken and other CRM and automation toolsStay a step ahead on what AI can do for marketing nextRequired Qualifications: Bachelor’s degree in Marketing, Communications or related field 3 to 6 years of marketing experience Experience managing multiple projects simultaneously Strong written and verbal communication skills Excellent organizational skills and attention to detail Comfortable balancing strategy with hands-on execution Experience with email marketing platforms Experience creating digital and social media content Preferred Qualifications (Nice to have, not required to apply)Experience within wealth management, financial services or fintech Experience supporting an RIA, family office or multi-family office Event management experience, including executive or client-facing events Video editing experience using tools such as Descript, Adobe Premiere, CapCut or similar Experience with Canva or Adobe Creative Suite Experience with Salesforce or similar CRM Familiarity with SEO, analytics and website CMS platforms Experience leveraging AI tools such as ChatGPT, Claude or similar to improve marketing effectiveness BenefitsCompetitive salary and incentive bonus structure Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k) Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance 401(k): 100% company match up to 3% of your annual pay Paid Time Off: Starting at 15 days per year, with PTO accrual program Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs Parking available Wellness reimbursement Regular team off-sites, events, including an annual team retreat Access to Parcion Family Office Network vendors and preferred pricing discounts 11980 NE 24th St, Suite 210Bellevue, WA 98005www.parcionpw.comParcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective.
The Marketing & Events Manager helps bring Parcion Private Wealth's brand and marketing strategy to life across digital campaigns, content, events and firm initiatives. This role blends creative work with hands on execution, one day coordinating our flagship client event, the next producing social content, launching an email campaign or partnering with advisors on a new marketing push. We're investing heavily in technology, AI and marketing to become the most recognized brand serving business owners nationwide, and this role is central to that effort.
The ideal candidate is just as comfortable planning an event for 200 guests as editing a video for LinkedIn or using AI to get more done, faster.
Compensation: $90,000 to $110,000 base salary, depending on experience, plus bonus eligibility, comprehensive benefits and professional development opportunities. Schedule: Core business hours, Monday through Friday.
Schedule: Core business hours are Monday through Friday, 8:00 AM to 4:00 PM. We are flexible and open to hybrid arrangements after an initial onboarding period, typically 6 months, or with management approval.
Position Type: Full Time | Exempt
Requirements
This position includes, but is not limited to, the following responsibilities:
Marketing Campaigns
- Bring email campaigns and nurture programs to life, from the first draft to the final send
- Keep digital marketing initiatives moving across every channel we touch
- Help plan, launch and report on campaigns, then use what you learn to make the next one better
- Team up with outside marketing partners and vendors to keep projects on track
- Dig into the numbers and tell us what's working, and what deserves a second look
Events
- Take the reins on logistics for client and prospect events, start to finish
- Lead the charge on planning our annual Signature Event, our biggest stage of the year
- Wrangle venues, vendors, invitations, registration and every communication in between
- Own the budget, the timeline and the game plan
- Make sure every guest walks away with a great story to tell, before, during and after the event
Content & Creative
- Help build marketing collateral and presentations that actually get noticed
- Dream up social content and keep our posting calendar humming
- Shoot and edit short form video for LinkedIn and beyond
- Put your writing skills to work across email, web and social
- Coordinate photography, video and creative assets so everything looks as good as it should
Digital Marketing
- Keep our website and landing pages fresh and working hard for us
- Support SEO and help us stay ahead on AEO, the newest frontier in AI search
- Watch site performance closely and speak up when you spot a way to improve it
- Help turn more visitors into real leads and real leads into real clients
AI & Marketing Technology
- Put AI tools to work speeding up content creation and campaign execution
- Spot chances to automate the busywork so the team can focus on the fun stuff
- Get comfortable in platforms like MailChimp, Salesforce, Snappy Kraken and other CRM and automation tools
- Stay a step ahead on what AI can do for marketing next
Required Qualifications:
- Bachelor’s degree in Marketing, Communications or related field
- 3 to 6 years of marketing experience
- Experience managing multiple projects simultaneously
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Comfortable balancing strategy with hands-on execution
- Experience with email marketing platforms
- Experience creating digital and social media content
Preferred Qualifications
(Nice to have, not required to apply)
- Experience within wealth management, financial services or fintech
- Experience supporting an RIA, family office or multi-family office
- Event management experience, including executive or client-facing events
- Video editing experience using tools such as Descript, Adobe Premiere, CapCut or similar
- Experience with Canva or Adobe Creative Suite
- Experience with Salesforce or similar CRM
- Familiarity with SEO, analytics and website CMS platforms
- Experience leveraging AI tools such as ChatGPT, Claude or similar to improve marketing effectiveness
Benefits
- Competitive salary and incentive bonus structure
- Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 3% of your annual pay
- Paid Time Off: Starting at 15 days per year, with PTO accrual program
- Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs
- Regular team off-sites, events, including an annual team retreat
- Access to Parcion Family Office Network vendors and preferred pricing discounts
11980 NE 24th St, Suite 210
Bellevue, WA 98005
www.parcionpw.com
Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing successful business owners, entrepreneurs and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion provides financial planning and wealth management solutions that encompass all aspects of their client’s lives.
The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their clients’ best interests throughout the sale of the business, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving and lifestyle and family support services.
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing successful business owners, entrepreneurs and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion provides financial planning and wealth management solutions that encompass all aspects of their client’s lives.
The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their clients’ best interests throughout the sale of the business, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving and lifestyle and family support services.
