Marketing Operations Specialist – Financial Services (exp. req.)

Marketing Operations Specialist Financial Services (exp. req.)
Location: Jacksonville FL
Salary: $50000 $70000 Full Benefits
Benefits: Health Insurance Holidays Generous Paid Time Off
Job Type: Full-Time On-site
Typical Hours: MondayFriday
Start Date: ASAP
Sponsorship is not available

Marketing Operations Specialist Financial Services (exp. req.) Description

Our client a boutique wealth advisory firm is looking for a highly organized execution-driven Marketing Operations 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 its a get-it-done do-it-right and keep-it-running position with visible impact on business development.

Marketing Operations Specialist Financial Services (exp. req.) 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 Specialist Financial Services (exp. req.) Qualifications

Bachelors degree required
5 years of multi-channel marketing experience required
Experience in wealth management financial services or professional services 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