
Fintech • Finance • B2C
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
501 - 1000 employees
Founded 1985
💳 Fintech
💸 Finance
👥 B2C
October 23

Fintech • Finance • B2C
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
501 - 1000 employees
Founded 1985
💳 Fintech
💸 Finance
👥 B2C
• Lead the Community Marketing Operations function, managing project intake, planning, logistics, and execution of strategic events and initiatives nationwide. • Act as a strategic thought partner to the Senior Director of Community Marketing, contributing to long-term planning, process innovation, and cross-functional alignment. • Manage and mentor a team of operations specialists, fostering a culture of excellence, accountability, and continuous improvement. • Oversee venue sourcing, vendor negotiations, contract execution, and event logistics including catering, AV, transportation, and setup/teardown. • Partner with the marketing team to ensure seamless execution of invitations, presentations, signage, and branded collateral. • Administer event registration platforms and ensure accurate RSVP tracking, attendee data management, and reporting. • Maintain and expand vendor relationships, including a centralized database of preferred venues and suppliers. • Own post-event analytics, including Salesforce campaign setup, attendance tracking, ROI analysis, survey feedback, and budget reconciliation. • Manage intake and execution of sponsorships and special projects, ensuring alignment with regional strategy and business goals. • Ensure all event-generated leads are properly captured, tracked, and handed off for timely follow-up and conversion.
• 6–8+ years of experience in marketing operations, event management, or project management, ideally in a multi-market or national capacity. • Proven experience leading teams and managing complex, high-stakes projects with precision and agility. • Deep understanding of event logistics, vendor management, and marketing workflows. • Proficiency with event registration platforms (e.g., Cvent, EventSpark) and CRM systems (e.g., Salesforce). • Exceptional judgment, decision-making, and problem-solving skills in fast-paced environments. • Flexibility to travel
• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance
Apply NowOctober 21
Marketing Operations Manager responsible for unifying marketing data and driving consistency in tracking. Leading a team to optimize marketing operations and support future growth.
🇺🇸 United States – Remote
💵 $95.4k - $127.1k / year
⏰ Full Time
🟠 Senior
🔴 Lead
⚙️ Marketing Operations
🦅 H1B Visa Sponsor