Marketing Manager

Location :

• Westlake Village, CA (In-Office) Schedule : Full-Time, 40 hours per week About the Role We are seeking a highly skilled, dynamic, entrepreneurial, and highly creative individual to join our team as a Social Media & Creative Strategist Manager to oversee and execute marketing initiatives for two affiliated companies : The Stream Plan and Watermark Life.
• This individual will play a critical role in shaping our brand presence, communicating our value to clients and partners, and supporting business growth.
• The ideal candidate will be a strong communicator with the ability to simplify and present complex financial and insurance concepts in an engaging, simplified, and educational way.
• This role requires both strategic thinking and hands-on execution across writing, design, digital media, and social platforms.
• Key Responsibilities Creative Campaigns & Brand Identity Lead the conceptualization and execution of creative campaigns from ideation through pre- and post-production.
• Oversee branding, digital design, photography, styling, shoot locations, and creative direction.
• Develop presentations and client-facing materials that effectively communicate strategies and solutions.
• Shape and elevate brand identity, ensuring consistent personality, values, and voice across all channels.
• Content Development & Storytelling Write and edit clear, compelling content including articles, case studies, email campaigns, and marketing collateral.
• Translate complex financial and insurance concepts into approachable, visually engaging narratives.
• Ideate and produce storyboards, graphics, copywriting, and marketing assets for both digital and print media.
• Stay current on cultural trends, social shifts, and emerging technologies to continually innovate content.
• Digital Marketing & Social Media Develop and manage content strategy and a social media calendar aligned with business goals.
• Oversee and grow social platforms (LinkedIn, YouTube, Instagram, and emerging channels).
• Create and manage company websites, ensuring content is accurate, engaging, and up to date.
• Manage visual assets, ensuring they are organized, accessible, and consistently branded.
• Collaboration, Events & Communication Motivate and inspire social media growth and engagement across platforms.
• Communicate effectively, simplifying complex strategies into digestible formats.
• Support and promote live events, activations, and community-driven initiatives.
• Coordinate with leadership to align marketing efforts with broader company goals.
• Monitor marketing performance and provide reports on campaign effectiveness.
• Qualifications Bachelor’s degree in Marketing, Communications, Business, or related field (preferred but not required).
• Comfortable and engaging “camera personality” in front on the camera to film Instagram Reels, LinkedIn content, and TikTok’s 3+ years of experience in marketing, preferably in financial services, insurance, or a related industry.
• Strong writing and editing skills with the ability to explain complex topics in a simple, engaging way.
• Proficiency in graphic design software (Adobe Creative Suite, Canva, or similar).
• Experience in both print and digital media.
• Knowledge of social media marketing best practices.
• Strong organizational skills with the ability to manage multiple projects simultaneously.
• Self-starter with the ability to work independently and collaboratively in a fast-paced environment.
• Preferred Skills Familiarity with financial and insurance products, terms, and concepts.
• Experience in creating case studies or whitepapers.
• Website content management experience (WordPress or similar).
• Email marketing tools (Mailchimp, Constant Contact, HubSpot, or similar).
• Compensation & Benefits Competitive salary based on experience.
• Option to participate in the company 401k Paid time off and holidays.
• Opportunities for professional growth within a dynamic and quickly expanding organization.
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