Responsibilities

• This role owns that entire operation.
• Most of your week lives in campaigns. You're configuring and launching monthly email sends across dozens of client accounts, each with its own list, timing, and compliance requirements.
• At the same time, you're coordinating with mail houses on direct mail pieces: submitting lists, reviewing proofs, tracking delivery.
• Social scheduling and website updates run in parallel. Nothing waits for you to finish something else first.
• You're also the primary point of contact for every client in your portfolio. Questions, problems, change requests: they come to you.
• You maintain contact lists, keep data clean, manage stamp inventory for direct mail, and make sure nothing falls through.
• When new advisors come on board, you set them up from signed contract to first send.
• When campaigns are ready to go, you're the last set of eyes before the client sees them.
• You also generate quarterly performance reports for clients: open rates, click rates, unsubscribes.
• You flag accounts that look at risk before they become problems.

Requirements

• Hands-on experience with an email platform (Mailchimp, Constant Contact, ActiveCampaign, or similar). That means you've actually built campaigns, managed lists, and worked through deliverability issues yourself.
• Experience with social media scheduling tools (Hootsuite, Later, PromoRepublic, or similar).
• Strong attention to detail. A wrong subject line or missed compliance step has real consequences here.
• Ability to hold a high volume of recurring tasks across a large client portfolio without dropping any of them.
• Basic analytics literacy: you can read open rates, click-through rates, and engagement numbers and have an informed conversation with a client about what they mean.
• Comfortable picking up new SaaS platforms without needing someone to walk you through every step.
• Clear writer, with clients and internally.

Preferred

• Familiarity with financial services compliance.
• Experience with direct mail production workflows.

Benefits

• Full health, dental, and vision benefits
• 401(k) with employer match
• Paid time off
• A small, fast-moving team where your work is visible and your contribution actually matters