Marketing Operations Specialist

Job Summary

In a category that is traditionally undifferentiated, and where customers are (rightly) cynical about the promises made by financial advisors – Mercer stands as a firm that is client-focused first, second, and always. We have built a highly differentiated client offering and business model and enjoy exceptional feedback from our clients and advisors. Our clients enjoy the boutique experience of having a personal advisor who often is a member of their community, and the benefits that come with a large national fiduciary RIA (institutional-grade portfolios and exceptional support). Each local branch understands the unique needs of their clients, yet they are united by a national team of specialized experts across financial planning, investments, tax strategies, estate planning, and more. As we enter our next chapter, communicating directly to new clients with the same personal, localized perspective advisors take to serving our existing clients will be crucial to our success. The Marketing Operations Specialist will play a crucial role in assisting with our local marketing strategy.

Essential Job Functions

Event Project Management:

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.
• Manage production of all collateral.

Manage Vendor Relationships