Client Engagement Lead - Green, OH

Advisor Talent Solutions•Green, OH

1d•$60,000 - $70,000•Onsite

About The Position

Integrated Wealth Management in Green, OH is seeking a proactive Client Engagement Lead to serve as the friendly first point of contact for clients. This role will enhance brand image through strategic marketing across digital and traditional channels, boost social media presence, and develop creative client engagement strategies including planning webinars and live/virtual events. Responsibilities include reaching out to prospective clients, managing appointments, following up on leads, and maintaining organized CRM data. The role also involves coordinating multiple monthly events, handling logistics, and driving continuous improvement through post-event reviews.

Requirements

Bachelor’s degree
2+ years’ experience in a Marketing or Sales role
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Embraces change and adapts quickly to evolving processes

Nice To Haves

Previous experience in financial industry preferred

Responsibilities

Develop and execute strategies to enhance the firm’s brand image, leveraging both digital and traditional channels to create memorable client experiences
Lead efforts to elevate the firm’s social media presence, building a vibrant and interactive client community that highlights success stories, celebrates milestones, and drives engagement
Continuously explore and propose new ways to engage clients digitally, including live events, virtual events and webinars that align with changing client preferences and needs
Proactively engage prospective clients through strategic phone outreach and personalized interactions, directly contributing to client acquisition goals and firm growth
Schedule and manage qualified appointments for advisors, optimizing their time and ensuring a seamless client journey from initial contact to long-term relationships.
Follow up on leads from seminars, digital campaigns, and events with a tailored approach, ensuring every interaction builds trust and keeps the firm top-of-mind.
Maintain comprehensive, up-to-date records in the CRM, ensuring data is organized, accessible, and supportive of strategic decision-making.
Lead the planning and execution of 4-6 monthly events, including dinner presentations, webinars, and networking sessions, managing all aspects from logistics to client interactions to ensure each event builds relationships and drives engagement.
Build and maintain strong vendor relationships, negotiating contracts to secure high-quality, cost-effective services that support the firm’s strategic objectives.
Conduct after-action reviews (AARs) following each event to assess successes, gather feedback, and identify areas for improvement, ensuring continuous growth in event strategies.
Drives toward achieving measurable outcomes, continually optimizing processes to exceed business development targets
Other duties assigned