Marketing Operations Lead

Summit Financial Group is an established financial planning and wealth management firm built on long-term relationships and shared success. Our culture is grounded in three core values: be hungry, care about people, and do it right . These values guide how we serve clients, support one another, and grow as a firm.
What You’ll Do At Summit Financial Group, we are focused on building a marketing function that is organized, scalable, and deeply connected to advisor and client needs. The Marketing Operations Lead plays a central role in making that vision a reality.
This role is responsible for creating structure, visibility, and consistency across all marketing initiatives. You will bring organization to complex ideas, ensure projects move forward, and help the team operate with clarity and accountability. You will serve as the operational backbone of the marketing team, connecting strategy to execution.
This is an ideal opportunity for someone who is highly organized, proactive, and energized by building systems that improve how work gets done.
Key Responsibilities Marketing Operations & Project Management Own the marketing project pipeline, calendars, timelines, and deliverables
Maintain a clear, centralized view of all marketing initiatives
Track progress, deadlines, dependencies, and next steps across projects
Translate ideas into actionable plans and structured timelines
Partner with the Director of Marketing & Growth to support prioritization and follow-through
Event Operations & Execution Oversee logistics for client events, advisor meetings, and webinars
Manage timelines, guest lists, RSVP tracking, and communications
Coordinate vendors, materials, and on-site execution details
Ensure events are well-organized and connected to follow-up activity
Reporting & Insights Track marketing activity, campaign performance, and event outcomes
Build and maintain dashboards and recurring reports
Organize data from CRM systems, marketing platforms, and event tools
Support the team in identifying trends, opportunities, and areas for improvement
Systems, Data & Process Improvement Manage marketing systems, trackers, and databases
Maintain clean and accurate lists, segmentation, and campaign data
Develop and document repeatable workflows for key processes
Identify opportunities to streamline operations and improve efficiency
Manage intake and prioritization of marketing requests
Communicate timelines, updates, and expectations clearly
Support advisor-facing campaigns, follow-up, and sales enablement efforts
Ensure advisors receive consistent, timely, and organized support
What We’re Looking For Strong organizational skills with attention to detail
Ability to manage multiple priorities while maintaining visibility and momentum
Experience creating structure, systems, and workflows
Clear and professional communication style
Comfort working with spreadsheets, CRM tools, and marketing platforms
A proactive mindset with the ability to anticipate needs and solve problems early
A team-oriented approach with a focus on supporting others
Preferred Experience Marketing operations, project management, or event coordination experience
Exposure to CRM systems, marketing platforms, or project management tools
Experience in financial services is helpful but not required
Competitive base salary with performance-based bonus opportunities
100% employer-paid medical premiums for employees (PPO & Kaiser options)
$2,500 annual employer HSA contribution
401(k) with company match plus discretionary profit sharing
Generous PTO program that scales with tenure (up to 26 days annually)
Dependent care reimbursement (up to $5,000/year)
Company-paid life, AD&D, and long-term disability coverage
Employee Assistance Program for employees and immediate family
Charitable giving match program
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.

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