Marketing & Events Specialist

Responsibilities

• Be the central point of coordination between leadership, outside marketing partners, and our broker-dealer’s marketing team.
• Track every marketing initiative and keep projects, approvals, and deadlines on schedule.
• Review and proofread materials for accuracy and flag anything that needs a compliance look.
• Plan and run client, community, and firm events, from invitations, RSVPs, and seating to budgets, vendors, and run-of-show.
• Partner with our advisors and their teams to plan and execute their own client events.
• Manage contact lists, sponsorships, promotional items, and internal team-building events.
• Schedule: Full-time, on-site in SouthPark, Monday through Friday. Occasional evenings for events.

Requirements

• 5 to 8 years of experience in marketing, communications, or event coordination
• Exceptional organization and attention to detail
• Strong writing and proofreading skills
• An outgoing, personable style and comfort working with lots of different people
• The confidence to catch errors, push back, and politely follow up until things are done
• Comfort with Outlook, Excel, and Word, and the ability to learn new systems quickly

Preferred

• CRM experience a plus
• Financial services or other regulated industry experience is a plus

Benefits

• Medical, dental, and vision starting day one
• 401(k) with 4% match
• Unlimited vacation