Marketing Operations Specialist – Financial Services (exp. req.)
twiceasnice Recruiting, Jacksonville, Florida, United States, 32290
Marketing Operations Specialist – Financial Services (exp. req.)
Location:
Jacksonville, FL Salary:
$50,000 – $70,000 + Full Benefits Benefits:
Health Insurance, Holidays, Generous Paid Time Off Job Type:
Full-Time | On-site Typical Hours:
Monday–Friday Start Date:
ASAP Sponsorship is not available
Marketing Operations Specialist – Financial Services (exp. req.) Description Our client, a boutique wealth advisory firm, is looking for a highly organized, execution-driven Marketing Operations Specialist to own and manage day-to-day marketing operations in Jacksonville, FL. This role is ideal for someone who thrives in
structured environments,
takes pride in
precision and follow-through , and enjoys
running well-defined processes end-to-end . You will work closely with firm leadership to execute a clear marketing strategy, manage recurring multi-channel marketing campaigns, coordinate events, and ensure every client-facing detail is accurate, compliant, and delivered on time. This is not a brainstorming-heavy role – it’s a
get-it-done, do-it-right, and keep-it-running
position with visible impact on business development.
Marketing Operations Specialist – Financial Services (exp. req.) Responsibilities
Oversee recurring email and mailed outreach to clients, prospects, and partners
Execute all client-facing events, ensuring flawless logistics, materials, and follow-up
Manage automated CRM campaigns with accuracy and consistency
Manage website updates and social media with consistent weekly posting
Maintain marketing collateral, onboarding materials, and client gifts with strict attention to detail
Coordinate scheduling, filming, and editing video content (with vendors as needed)
Track marketing performance, activity, and outcomes through reporting and metrics
Maintain and proactively update a 12-month marketing calendar
Identify opportunities to improve systems, workflows, and execution efficiency
Ensure marketing efforts consistently support new prospect appointment generation
Marketing Operations Specialist – Financial Services (exp. req.) Qualifications
Bachelor’s degree required
5+ years of multi-channel marketing experience required
Experience in wealth management, financial services or professional services required
Strong written communication with a polished, client-facing style required
Experience with CRM workflows and email marketing platforms (e.g., Constant Contact) required
Proficiency with Microsoft Office and Adobe Creative Suite (or similar tools) required
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Location:
Jacksonville, FL Salary:
$50,000 – $70,000 + Full Benefits Benefits:
Health Insurance, Holidays, Generous Paid Time Off Job Type:
Full-Time | On-site Typical Hours:
Monday–Friday Start Date:
ASAP Sponsorship is not available
Marketing Operations Specialist – Financial Services (exp. req.) Description Our client, a boutique wealth advisory firm, is looking for a highly organized, execution-driven Marketing Operations Specialist to own and manage day-to-day marketing operations in Jacksonville, FL. This role is ideal for someone who thrives in
structured environments,
takes pride in
precision and follow-through , and enjoys
running well-defined processes end-to-end . You will work closely with firm leadership to execute a clear marketing strategy, manage recurring multi-channel marketing campaigns, coordinate events, and ensure every client-facing detail is accurate, compliant, and delivered on time. This is not a brainstorming-heavy role – it’s a
get-it-done, do-it-right, and keep-it-running
position with visible impact on business development.
Marketing Operations Specialist – Financial Services (exp. req.) Responsibilities
Oversee recurring email and mailed outreach to clients, prospects, and partners
Execute all client-facing events, ensuring flawless logistics, materials, and follow-up
Manage automated CRM campaigns with accuracy and consistency
Manage website updates and social media with consistent weekly posting
Maintain marketing collateral, onboarding materials, and client gifts with strict attention to detail
Coordinate scheduling, filming, and editing video content (with vendors as needed)
Track marketing performance, activity, and outcomes through reporting and metrics
Maintain and proactively update a 12-month marketing calendar
Identify opportunities to improve systems, workflows, and execution efficiency
Ensure marketing efforts consistently support new prospect appointment generation
Marketing Operations Specialist – Financial Services (exp. req.) Qualifications
Bachelor’s degree required
5+ years of multi-channel marketing experience required
Experience in wealth management, financial services or professional services required
Strong written communication with a polished, client-facing style required
Experience with CRM workflows and email marketing platforms (e.g., Constant Contact) required
Proficiency with Microsoft Office and Adobe Creative Suite (or similar tools) required
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