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2 months ago
We are seeking a highly motivated and detail-oriented Marketing Operations Specialist to join our team at Future Planning Associates Inc. As a key member of our Client Service department, you will play a critical role in supporting the development and execution of marketing strategies across our firm.
Key Responsibilities- Assist in managing the workflow process to track and report the delivery of marketing materials and client communication efforts firm-wide.
- Support the production of marketing materials, including regular production of marketing collateral, presentations, and communications across products.
- Design and create templates to improve branding and messaging of marketing materials, including e-blasts, LinkedIn posts, and website images/banners.
- Establish and support effective quality control processes for data and materials production.
- Support the management of internal Client Service databases, applications, and/or DDQ initiatives.
- Cross-functionally collaborate with internal and external stakeholders to effectively complete operational duties.
- Assist with event coordination, including collaborating with the lead event planner, FPA compliance, and third-party providers to establish an event timeline.
- Proactively assist with event materials, such as emails, posters, presentations, nametags, and RSVP forms.
- Assist with the implementation of ad hoc projects, such as a slide management tool.
- 1-3 years of relevant work experience, preferably in the financial services industry.
- Bachelor's degree in a related field.
- Proficiency in Excel, Word, and PowerPoint.
- Knowledge of Hubspot and Adobe Creative Suite a plus.
- Experience with marketing and CRM software a plus.
- Experience with website maintenance and design a plus.
- Experience with project management and/or process redesign a plus.
We offer a competitive salary range of $75,000 - $95,000 base salary + bonus and comprehensive benefits package. Base salary will be determined by applicant's skills, experience, geographic location, and pay equity considerations.
FPA is an Equal Opportunity Employer.
