Director Marketing

Bluespring Wealth Partners•Barnstable, MA

32d

About The Position

The primary role is to manage all aspects of marketing, including digital, email, and public relations, and to set up events from conception through to completion. The company is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality. The objective of the role is to portray passion for hospitality, be detail-oriented in all execution, and be highly energized to run more events.

Requirements

Bachelor’s degree in Finance, Business, or related field preferred.
2+ years of experience in financial services or wealth management.
Experience with financial planning tools such as eMoney strongly preferred.
Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required.
Experience reviewing tax returns and applying insights to financial planning is a plus.
Strong client service and communication skills.
High attention to detail and accuracy in both operational and analytical work.
Ability to balance client interaction with transactional and analytical responsibilities.
Strong problem-solving and critical thinking abilities.
Proficiency with Salesforce CRM system, Black Diamond portfolio management, and Microsoft Office.
Ability to manage competing priorities in a fast-paced, deadline-driven environment.
Active Series 65 required.
CFP® certification or actively pursuing CFP® designation preferred.
CPA designation a plus.

Responsibilities

Ensuring all deadlines for events are being met (e.g., invitations, social media posting, email blasts, booking and securing venue).
Build HubSpot forms, design, and execute e-blast invitations for client events.
Serve as lead contact on site, including problem-solving, communicating with staff, vendors, and customers, and anticipating and planning for different scenarios that could arise.
Ensure all necessary equipment, technology, supplies, decor, and promotional materials are transported to the facility and set up on time.
Welcome and register all guests.
Liaise with event sponsors and clients to accurately identify their needs and ensure customer satisfaction during the event.
Book appointments at public seminars, including possessing a strong working knowledge of the company to further these sales opportunities.
Provide presentation feedback to Advisors.
Break down and clean event space at event conclusion and ensure all supplies, technology, decor, and equipment are transported back to company headquarters and neatly stored for future events.
Manage all aspects of the guest RSVP process, including responding to and tracking all event RSVPs.
Commitment to innovation; eagerness to share ideas on how to improve services provided and event quality.
Commitment to compliance with insurance, legal, health, and safety obligations at all times as it pertains to both events and marketing.
Desire for continued improvement, exemplified by conducting pre- and post-event evaluations and reporting on outcomes.
Keep an inventory of all supplies, technology, and equipment for each event.
Obtain/create content for event presentations.
Adhere to event budget and track after event completion.
Update event guest monthly to assist with ROI reporting.
Monitor event opportunities in CRM to make sure there is follow-up.
Manage and plan event calendar year to year.
Research new venues and provide new ideas for events.
Communicate all event needs with SHP staff.