CG Financial Services
CG Financial Services is seeking a Marketing Program Manager to lead client and COI event strategy, manage digital marketing across three divisions, and direct outside partners for seminar success. This hands-on role requires balancing event execution, vendor management, and digital campaign oversight while representing the firm to clients and advisors. The position involves cross-divisional coordination, data-driven decision-making, and maintaining marketing automation and CRM systems.
Adaptive financial planning that guides individuals and businesses through life’s changes with financial advisors, wisdom, and resources.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CG Financial Services.