Marketing Coordinator - Communications & Events, Wealth Mgmt Firm (on-site)
#twiceasnice Recruiting, Jacksonville, Florida, United States, 32290
Marketing Operations & Event Specialist – Wealth Advisory Firm
Salary: $50,000 – $70,000 + Full Benefits
Job Type: Full-Time | On-site
Typical Hours: Monday–Friday; occasional evening or weekend work for special events
Start Date: ASAP
Sponsorship is not available
Marketing Operations & Event Specialist – Wealth Advisory Firm Description
Our client, a boutique wealth advisory firm, is looking for a highly organized, execution-driven Marketing Operations & Events 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 & Event Specialist – Wealth Advisory Firm 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 & Event Specialist – Wealth Advisory Firm Qualifications 2+ years of multi-channel marketing experience 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
#J-18808-Ljbffr
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 & Event Specialist – Wealth Advisory Firm 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 & Event Specialist – Wealth Advisory Firm Qualifications 2+ years of multi-channel marketing experience 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
#J-18808-Ljbffr