Director of Client Relations & Marketing (College Station)
Traditions Wealth Advisors, College Station, Texas, United States, 77840
Company Description
Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. Guided by strong values, loyalty and a commitment to always put clients first, TWA delivers personalized financial guidance rooted in trust and long-term relationships. With more than 70 years of combined experience, TWA is the only independent registered investment advisory (RIA) firm in the Bryan-College Station area that is 100% Aggie owned and operated.
At the core of our firm is a simple philosophy: “A servant’s heart with a proactive follow-up discipline.”
Position Overview
The Director of Client Relations & Marketing plays a critical role in delivering an exceptional client experience while supporting strategic marketing efforts for firm growth. This position is responsible for nurturing client relationships, coordinating meaningful touchpoints, leading client-focused events and supporting targeted outreach initiatives.
This is a hands-on role within a small, collaborative, values-driven firm where initiative, leadership and follow-through are essential. The position offers long-term growth potential as the firm continues to expand its client base and community presence.
Key Responsibilities
Client Experience & Relationship Management Proactively engage with clients to ensure satisfaction and alignment with service strategies Coordinate and delegate client service requests and appointments in collaboration with the team Deliver a high-touch client experience through personalized milestones such as birthday greetings, anniversaries and special recognitions Marketing & Growth Initiatives Develop, plan, and lead client appreciation and educational events Execute targeted marketing initiatives to support new client growth Attend local networking, community and client-related events on a regular basis Analyze historical and forward-looking marketing and growth metrics Coordinate with local organizations to establish, schedule and maintain ongoing speaking engagement opportunities Team & Program Leadership Recruit, schedule and mentor Texas A&M student interns Support firm leadership with strategic planning and execution Report directly to the Owner/President of the firm
Qualifications Bachelor’s degree required; preference for Business, Communications, Marketing or related fields (Texas A&M University or affiliated institutions strongly preferred) 2-3 years of professional experience in client services, relationship management, marketing or office administration (Financial services experience is a plus) Proficiency in Microsoft Office Suite; CRM or financial software experience preferred Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities Excellent written and verbal communication skills with a professional, service-oriented approach Demonstrated professionalism and discretion when working with confidential client information Self-motivated, dependable, and proactive with strong follow-through Comfortable working independently and collaboratively within a small, values-driven team
Additional Details This position is on-site in College Station, Texas (not remote) Occasional evening or off-site commitments may be requested for client and community events Compensation is commensurate with experience and qualifications Benefits package available and customized based on individual needs
Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. Guided by strong values, loyalty and a commitment to always put clients first, TWA delivers personalized financial guidance rooted in trust and long-term relationships. With more than 70 years of combined experience, TWA is the only independent registered investment advisory (RIA) firm in the Bryan-College Station area that is 100% Aggie owned and operated.
At the core of our firm is a simple philosophy: “A servant’s heart with a proactive follow-up discipline.”
Position Overview
The Director of Client Relations & Marketing plays a critical role in delivering an exceptional client experience while supporting strategic marketing efforts for firm growth. This position is responsible for nurturing client relationships, coordinating meaningful touchpoints, leading client-focused events and supporting targeted outreach initiatives.
This is a hands-on role within a small, collaborative, values-driven firm where initiative, leadership and follow-through are essential. The position offers long-term growth potential as the firm continues to expand its client base and community presence.
Key Responsibilities
Client Experience & Relationship Management Proactively engage with clients to ensure satisfaction and alignment with service strategies Coordinate and delegate client service requests and appointments in collaboration with the team Deliver a high-touch client experience through personalized milestones such as birthday greetings, anniversaries and special recognitions Marketing & Growth Initiatives Develop, plan, and lead client appreciation and educational events Execute targeted marketing initiatives to support new client growth Attend local networking, community and client-related events on a regular basis Analyze historical and forward-looking marketing and growth metrics Coordinate with local organizations to establish, schedule and maintain ongoing speaking engagement opportunities Team & Program Leadership Recruit, schedule and mentor Texas A&M student interns Support firm leadership with strategic planning and execution Report directly to the Owner/President of the firm
Qualifications Bachelor’s degree required; preference for Business, Communications, Marketing or related fields (Texas A&M University or affiliated institutions strongly preferred) 2-3 years of professional experience in client services, relationship management, marketing or office administration (Financial services experience is a plus) Proficiency in Microsoft Office Suite; CRM or financial software experience preferred Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities Excellent written and verbal communication skills with a professional, service-oriented approach Demonstrated professionalism and discretion when working with confidential client information Self-motivated, dependable, and proactive with strong follow-through Comfortable working independently and collaboratively within a small, values-driven team
Additional Details This position is on-site in College Station, Texas (not remote) Occasional evening or off-site commitments may be requested for client and community events Compensation is commensurate with experience and qualifications Benefits package available and customized based on individual needs