Marketing Operations & Event Specialist – Wealth Advisory Firm

Marketing Operations & Event Specialist – Wealth Advisory Firm
Location: Jacksonville, FL 
Salary: $50,000 – $70,000  +  Full Benefits 
Benefits: Health Insurance, Holidays, Generous Paid Time Off
Job Type: Full-Time | On-site
Typical Hours: Monday–Friday; occasional evening or weekend work for special events
Start Date: ASAP 
Sponsorship is not available

Marketing Operations & Event Specialist – Wealth Advisory Firm Description

Our client, a boutique wealth advisory firm, is looking for a highly organized, execution-driven Marketing Operations & Events Specialist to own and manage day-to-day marketing operations in Jacksonville, FL. This role is ideal for someone who thrives in structured environments, takes pride in precision and follow-through, and enjoys running well-defined processes end-to-end. You will work closely with firm leadership to execute a clear marketing strategy, manage recurring multi-channel marketing campaigns, coordinate events, and ensure every client-facing detail is accurate, compliant, and delivered on time. This is not a brainstorming-heavy role – it’s a get-it-done, do-it-right, and keep-it-running position with visible impact on business development.

Marketing Operations & Event Specialist – Wealth Advisory Firm Responsibilities

•    Oversee recurring email and mailed outreach to clients, prospects, and partners
•    Execute all client-facing events, ensuring flawless logistics, materials, and follow-up
•    Manage automated CRM campaigns with accuracy and consistency
•    Manage website updates and social media with consistent weekly posting
•    Maintain marketing collateral, onboarding materials, and client gifts with strict attention to detail
•    Coordinate scheduling, filming, and editing video content (with vendors as needed)
•    Track marketing performance, activity, and outcomes through reporting and metrics
•    Maintain and proactively update a 12-month marketing calendar
•    Identify opportunities to improve systems, workflows, and execution efficiency
•    Ensure marketing efforts consistently support new prospect appointment generation

Marketing Operations & Event Specialist – Wealth Advisory Firm Qualifications

•    Bachelor’s degree required
•    2+ years of multi-channel marketing experience required
•    Strong written communication with a polished, client-facing style required
•    Experience with CRM workflows and email marketing platforms (e.g., Constant Contact) required
•    Proficiency with Microsoft Office and Adobe Creative Suite (or similar tools) required