Responsibilities

• The Community Engagement Specialist is responsible for the design, execution, and continuous improvement of community engagement programs for Avantax and the Cetera Tax Channel.
• Lead project management for multiple rounds of Amplify Regional Meetings annually, including planning, execution, follow‑up, materials development, registration sites, communications, on‑site RGT training and delivery.
• Collaborate with channel and community leadership to align engagement programming with annual strategy and business objectives.
• Manage advisor council meeting logistics, content coordination, and execution for both virtual and in‑person meetings.
• Own end‑to‑end survey administration for community and channel initiatives, including intake, design, deployment, analysis, and reporting of insights and action commitments.
• Partner with Regional Growth Teams on Voice of the Community (VoC) follow‑up efforts, including analysis of dissatisfaction drivers and development of improvement commitments.
• Maintain and report program metrics to evaluate effectiveness, identify trends, and inform ongoing iteration and improvement.
• Manage continuing education sponsorship renewals, auditing, reporting, and compliance tracking for applicable meetings and programs.
• Support webinar production, hosting, and reporting for community engagement initiatives.
• Provide general support for community engagement initiatives, including program design, marketing, and advisor communications.

Requirements

• Strong project management skills with the ability to manage multiple initiatives simultaneously and meet tight deadlines.
• Ability to collaborate effectively with cross-functional stakeholders and senior leaders.
• Analytical skills to interpret feedback, survey data, and program metrics and translate insights into action.
• Strong written and verbal communication skills for advisor-facing and internal communications.
• Proficiency in Microsoft Office tools; experience with survey platforms such as Qualtrics preferred.
• Experience supporting event planning, meetings, webinars, or continuing education program.
• Bachelor’s degree required.
• Experience in financial services or a related industry preferred.
• Event planning, survey administration, or community engagement experience preferred.
• Travel Requirements: Minimum 25%

Preferred

• Qualtrics experience preferred
• Experience in financial services or related industry preferred
• Event planning, survey administration, or community engagement experience preferred

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.