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2 results for Marketing Assistant in San Diego, CA

Executive Assistant

La Jolla, CA
onsite
Temporary to Hire
36.00 - 48.00 USD / Hourly
Robert Half is partnering with a prestigious and growing wealth management firm to identify a highly polished, proactive, and detail-oriented Executive Assistant to support executive leadership and advisory teams. This individual will serve as a trusted partner to the Managing Partner and senior advisors while acting as a key liaison for high-net-worth and ultra-high-net-worth clients. The ideal candidate thrives in a fast-paced, client-focused environment and brings exceptional organizational skills, professionalism, discretion, and the ability to manage competing priorities with grace under pressure. Key Responsibilities:<ul><li>Manage complex, high-volume calendars for the Managing Partner and senior advisors, prioritizing competing demands and optimizing scheduling efficiency.</li><li>Coordinate meetings, conference calls, and events across internal teams, clients, and external stakeholders.</li><li>Oversee inbox management, including prioritizing correspondence, drafting communications, and directing inquiries appropriately.</li><li>Serve as a primary liaison for high-net-worth and ultra-high-net-worth clients, delivering a white-glove client service experience.</li><li>Support business development initiatives by preparing client presentations, pitch materials, and tracking sales pipeline activity.</li><li>Maintain CRM systems, including Salesforce, ensuring accurate client records, pipeline tracking, and timely follow-ups.</li><li>Facilitate client onboarding, including preparation of account documentation and coordination with custodians and internal teams.</li><li>Coordinate client meetings, firm events, and marketing initiatives, ensuring seamless execution and high-quality client experiences.</li><li>Prepare meeting agendas, reports, presentations, and supporting materials for leadership and client interactions.</li><li>Manage domestic and international travel logistics, including flights, accommodations, itineraries, transportation, and expense reporting.</li><li>Generate and maintain weekly, quarterly, and ad hoc reports related to client activity, business development efforts, and pipeline progress.</li><li>Lead client outreach initiatives, including quarterly scheduling and follow-up coordination.</li><li>Support financial administrative functions, including expense reporting, invoice processing, reconciliation, and vendor communications.</li><li>Oversee day-to-day office operations, including document management, mail distribution, process improvements, and operational coordination.</li><li>Provide cross-functional administrative support to leadership and advisory teams.</li><li>Handle sensitive financial and personal information with the highest level of confidentiality and professionalism.</li><li>Ensure compliance with firm policies, regulatory standards, and operational procedures.</li><li>Support firmwide events, conferences, and client seminars by coordinating logistics across multiple teams and calendars.</li><li>Assist with HR-related and multi-state administrative matters as needed.</li><li>Provide occasional personal and property management support, including vendor coordination, scheduling, and expense oversight.</li></ul>
2026-05-20T21:38:46Z

Director of Marketing

Temecula, CA
onsite
Permanent / Full Time
135000.00 - 180000.00 USD / Yearly
We are looking for a strategic and hands-on marketing leader to guide execution across a diverse portfolio of campaigns for a health care company based in Temecula, California. This role oversees day-to-day marketing operations, ensuring initiatives are delivered on schedule, aligned with brand standards, and measured against clear performance goals. The Director of Marketing will work closely with patient acquisition partners to strengthen demand generation, increase appointment volume, and support long-term patient engagement. Responsibilities:• Lead the marketing function by directing priorities, managing workflows, and ensuring the team delivers high-quality campaigns with consistent execution.• Oversee the planning and rollout of multi-channel marketing initiatives, including service line promotions, location launches, and community-focused events.• Monitor campaign budgets, timelines, and performance indicators to keep projects on track and aligned with organizational objectives.• Partner with patient acquisition stakeholders to improve the conversion of marketing interest into scheduled appointments and ongoing patient relationships.• Maintain brand consistency across marketing materials, messaging, and audience touchpoints while adapting strategies for different programs and markets.• Use analytics and reporting tools to evaluate campaign effectiveness, identify trends, and recommend adjustments that improve results.• Guide the development of tactical marketing plans that increase visibility, support growth goals, and strengthen market presence.• Collaborate with internal teams and external partners to coordinate deliverables, streamline execution, and resolve issues that may affect campaign outcomes.
2026-05-14T15:48:44Z