Marketing Operations Specialist

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

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.

📋 Description

• Project Intake, planning & logistics • Create detailed event briefs and project timelines. • Select and book venues and locations. • Arrange for essential event services (catering, entertainment, AV, transportation). • Negotiate and execute contracts with vendors and stakeholders. • Manage menu selection and floorplan creation. • Supervise event setup, execution, and teardown. • Collaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentations. • Establish invitation list in partnership with local offices and oversee invitation process. • Manage event registration technology and track RSVPs. • Determine branding, signage, and swag needs. • Maintain relationships with key vendors for future events. • Keep an updated list of venues and vendors. • Create and manage Salesforce market campaigns for each local event or campaign. • Ensure accurate attendance is recorded and ROI is tracked. • Administer and monitor results for post-event surveys and look to incorporate feedback to future events. • Reconcile spend vs. event budget and track costs. • Ensure all leads from an event are systematically documented and tracked. • Intake sponsorship requests from local offices and assess whether they fit the regional strategy. • Manage internal approval process through marketing, finance, and compliance teams. • Work with content team on any marketing collateral related to sponsorship and manage production of assets. • Intake special project requests from local offices and assess whether they fit the regional strategy. • Manage planning process and execution of special projects. • Work with content team on any marketing collateral needed and manage production of assets.

🎯 Requirements

• Ability to direct operations for events in multiple markets from a remote position. • Ability to make judgement calls in a fast-paced work environment. • Minimum 3 years of experience in event planning. • Deep knowledge of event planning and logistics. • Proficiency with event registration technologies (Cvent, EventSpark, or similar). • Proficiency with Salesforce or another CRM system

🏖️ Benefits

• 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing