Responsibilities

• Manage all aspects of SRA dinner events, including targeted mailings, follow-up phone calls, event logistics (menus, room setup, A/V), and onsite greeting.
• Develop and implement a lead generation follow-up program utilizing direct contact, text, drip emails, and printed materials.
• Coordinate brand expansion efforts with the Marketing Coordinator.
• Prepare, proofread, and format marketing collateral, correspondence, reports, and internal documents.
• Deliver daily briefings and provide lead updates to the Client Services Team.
• Track and report lead generation conversion data, and conduct regression analysis on leads that do not convert.
• Draft, review, and proofread all company press releases.
• Maintain professionalism while managing sensitive information and shifting priorities.
• Uphold SEC marketing compliance by maintaining and storing all marketing records.
• Collaborate cross-functionally with Marketing, Operations, and Advisor teams to enhance client experience.

Requirements

• Excellent written and verbal communication skills
• High attention to detail and process discipline
• At least 3 years of event planning experience, including managing meals and A/V equipment
• Proficiency in Salesforce and familiarity with marketing & CRM technologies (e.g., Active Campaign, Jetpack)
• Ability to quickly master key marketing tools and SEC compliance requirements
• Strong organizational skills and ability to manage multiple projects

Preferred

• Experience with lead generation and conversion strategies
• Prior experience in a financial services or professional services environment
• Creative approach to event copywriting and marketing innovation

Benefits

• Full benefits package
• Paid training and licensing support