What are the responsibilities and job description for the Brand Manager position at Exit Planning Institute?
The Brand Manager is a strategic and creative leader responsible for elevating, protecting, and scaling the Exit Planning Institute brand and its entire family of sub-brands. This position drives brand performance through high-impact storytelling, visual identity systems, creative direction, public relations, social media leadership, and content development that elevates EPI’s authority across the advisor and business owner markets.
As an ROI-driven role, the Brand Manager is responsible not only for visibility, but for improving brand perception, increasing engagement quality, elevating message penetration, driving organic growth, and contributing measurable lift to marketing funnels. They oversee the Brand Team, manage earned media strategy, and execute cross-channel creative campaigns that enhance conversion rates and support revenue generation. They are the lead proofreader and final reviewer, ensuring all creative and editorial assets are accurate, polished, and brand-aligned.
A key responsibility of this role is developing and managing the content calendar, ensuring brand consistency, clarity, and impact through cohesive and audience-specific storytelling across all brands and channels. This leader ensures a unified brand experience across digital platforms, integrated campaigns and proactively identify opportunities to elevate EPI’s positioning as the authority in exit planning through improved creative standards, earned media wins, strategic messaging, and innovative brand activations. They collaborate closely with the Demand Generation Manager to align creative storytelling, messaging, and visual identity with conversion objectives, ensuring all brand assets support lead flow, funnel engagement, and ultimately conversion.
The Brand Manager analyzes performance from a holistic perspective, spanning share of voice, sentiment, brand equity metrics, authority scores, social engagement, creative efficiency, and brand-driven ROI, and uses these insights to continually refine EPI’s brand presence. Through strategic leadership, creative direction, editorial oversight, and performance measurement, the Brand Manager contributes directly to business outcomes and long-term brand authority. In this role, the Brand Manager serves as the guardian of EPI’s reputation and the architect of a cohesive brand experience that fuels awareness, trust, credibility, and demand, ultimately contributing directly to measurable business outcomes and long-term organizational growth.
Key Responsibilities and Duties
- Develop, maintain, and evolve EPI’s overarching brand strategy and visual/verbal identity across all sub-brands.
- Develop, manage, and own the organization-wide content calendar, ensuring cohesive, strategic, and timely content across social, digital, campaigns, and event platforms.
- Lead brand governance to ensure consistent messaging, design standards, and experience quality across all platforms, products, campaigns, partners, and events.
- Identify opportunities to strengthen brand perception, positioning, and differentiation within advisor and business owner markets.
- Develop and manage the enterprise-wide content calendar, ensuring cohesive, strategic, and timely content across social, digital channels, campaigns, and event platforms.
- Direct the production of high-quality branded content and creative assets, including video, graphics, photography, promotional materials, environmental branding, and digital storytelling.
- Serve as the final reviewer and proofreader for all creative assets, ensuring editorial accuracy, consistency, tone alignment, and optimization for clarity, engagement, and business impact.
- Approve creative deliverables and ensure all content is on-brand, strategic, high-quality, and optimized for performance and ROI influence.
- Provide day-to-day direction, guidance, and mentorship to the Brand team, ensuring alignment with priorities, standards, and best practices.
- Partner and collaborate with all internal EPI teams to support integrated campaigns and launches.
- Support leadership in developing operational rhythms, performance management, and team-wide adoption of process improvements.
- Lead EPI’s public relations and earned media strategy to increase visibility, credibility, and authority in the market.
- Build and manage relationships with journalists, editors, industry publications, and media partners.
- Oversee press releases, pitch development, media opportunities, and thought-leadership placement to drive earned awareness and inbound reputation-based demand.
- Own social strategy for all EPI social channels and ensure social content reinforces brand positioning and complements lifecycle, demand, and campaign initiatives.
- Track and analyze brand performance metrics including sentiment, share of voice, authority signals, content engagement quality, creative efficiency, and organic visibility.
- Evaluate creative and brand-level campaign results to optimize for engagement quality, conversion influence, and brand-driven ROI.
- Partner with the Demand Generation Manager on shared insights to refine messaging, strengthen funnel alignment, and enhance content impact.
Position Qualifications and Skills:
- Bachelor’s degree in Marketing, Communications, Branding, or related field
- 5 years in brand management, creative direction, or integrated marketing within a growth-focused environment.
- Proven experience managing a brand or creative team, including coaching and workflow oversight.
- Strong understanding of visual identity systems, messaging architecture, and brand governance.
- High-level writing, editing, proofreading, and verbal communication skills.
- Demonstrated ability to lead cross-functional initiatives and manage multiple deadlines in a fast-paced environment.
- Experience developing and managing enterprise-level content calendars across multi-channel environments.
- Familiarity with HubSpot, Canva, Adobe Suite, Teamwork, or related creative and content management tools.
- Experience building or managing sub-brands within a broader brand ecosystem.
- Understanding of funnel-aligned messaging and how brand influences demand, engagement, and conversion.
- Strong analytical skills with experience measuring brand performance beyond awareness (e.g., sentiment, authority, share of voice, content quality, and ROI contribution).
- Ability to balance strategic vision with hands-on execution and operational excellence.
- Experience collaborating closely with teams to support integrated campaigns and launches.
Other Position Information:
- Hours: Monday – Friday 8am – 5pm
- This is a hybrid, full-time position
- Starting salary: $80,600-106,000
- Bonus Eligibility
- Unlimited Paid Time Off
- Enroll in the EPI Insurance Program (Health, Vision, and Dental all available)
- 401k Program
Salary : $80,600 - $106,000