Marketing Operations Specialist

Mercer Advisors

3d • $63,750 - $75,000 • Hybrid

About The Position

In a category that is traditionally undifferentiated, and where customers are (rightly) cynical about the promises made by financial advisors – Mercer stands as a firm that is client-focused first, second, and always. We have built a highly differentiated client offering and business model and enjoy exceptional feedback from our clients and advisors. Our clients enjoy the boutique experience of having a personal advisor who often is a member of their community, and the benefits that come with a large national fiduciary RIA (institutional-grade portfolios and exceptional support). Each local branch understands the unique needs of their clients, yet they are united by a national team of specialized experts across financial planning, investments, tax strategies, estate planning, and more. As we enter our next chapter, communicating directly to new clients with the same personal, localized perspective advisors take to serving our existing clients will be crucial to our success. The Marketing Operations Specialist will play a crucial role in assisting with our local marketing strategy.

Requirements

• Ability to direct operations for events in multiple markets from a remote position.
• Ability to make judgement calls in a fast-paced work environment.
• Minimum 3 years of experience in event planning.
• Deep knowledge of event planning and logistics.
• Proficiency with event registration technologies (Cvent, EventSpark, or similar).
• Proficiency with Salesforce or another CRM system

Responsibilities

• Project Intake, planning & logistics
• Create detailed event briefs and project timelines.
• Select and book venues and locations.
• Arrange for essential event services (catering, entertainment, AV, transportation).
• Negotiate and execute contracts with vendors and stakeholders.
• Manage menu selection and floorplan creation.
• Supervise event setup, execution, and teardown.
• Collaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentations.
• Establish invitation list in partnership with local offices and oversee invitation process.
• Manage event registration technology and track RSVPs.
• Determine branding, signage, and swag needs.
• Manage production of all collateral
• Maintain relationships with key vendors for future events.
• Keep an updated list of venues and vendors.
• Create and manage Salesforce market campaigns for each local event or campaign.
• Ensure accurate attendance is recorded and ROI is tracked.
• Administer and monitor results for post-event surveys and look to incorporate feedback to future events.
• Reconcile spend vs. event budget and track costs.
• Ensure all leads from an event are systematically documented and tracked.
• Intake sponsorship requests from local offices and work with the Marketing Director to assess whether they fit the regional strategy.
• Manage internal approval process through marketing, finance, and compliance teams.
• Work with content team on any marketing collateral related to sponsorship and manage production of assets.
• Intake any special project requests from local offices and work with the Marketing Director to assess whether they fit the regional strategy.
• Manage planning process and execution of special projects.
• Work with content team on any marketing collateral needed and manage production of assets.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed