Team Client Relationship Specialist

UBS•Sanford, FL

2d•$60,000 - $105,000

About The Position

The Shantz Mantione Group is seeking a highly detail-oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels - multi-generational wealth, business owners, and women & wealth. This role is central to ensuring consistent delivery ofpliant, high-touch content, events, and outreach for one of the most dynamic client acquisition strategies targeting ultra-high-net-worth individuals. You will act as the operational “glue” between ideation and execution ensuring curated experiences, thought leadership assets, and prospectmunications are delivered flawlessly on schedule.

Requirements

2+ years in a marketing coordination, events, ormunications role.
Exceptionalanizational skills and calendar management proficiency.
Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus).
Strong written and verbalmunication skills.
Experience working withinpliance-heavy environments is highly desirable.
Professional poise and discretion when handling UHNW prospect data andmunications.

Nice To Haves

Experience in luxury, private wealth, or boutique financial services.
Background supporting senior executives or founder-centricmunities.
A love for checklists, project boards, and making others shine.

Responsibilities

Own the marketing and event calendar for assigned Partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels.
Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution.
Utilize marketing platforms, CRM systems, and project management tools to streamline workflows.
Coordinate with existing Team lead for expense processing for any expenses related to marketing efforts.
Manage logistics and follow-through for salons, forums, stakeholder roundtables, and invite-only workshops.
Coordinate invite lists, RSVPs, venuemunications, and branded materials.
Implement post-event Standard Operating Procedures (SOPs): distribute recaps, feedback surveys, and personalized follow-ups.
Maintain and segment the stakeholder's channel-specific audience databased based on persona (e.g., founder, inheritor, woman in transition).
Assist in list hygiene, tagging, and campaign-specific segmentation.
Work closely with UBS marketing team to preparepliant marketing assets for internal and external distribution (, email).
Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events.
Coordinate podcast production process (guest logistics, scripts, release schedule).
Track newsletter performance metrics and suggest timing at refinements based on data.
Provide weekly check-ins with assigned Parter(s) and internal stakeholders to track process, flag issues, and ensure follow-through.
Maintain a “Client Whisper” log to capture relationship details, preferences, and insights for future personalization.