Marketing Operations Specialist

Why Work at Mercer Advisors?

For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

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 for this role include:

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.

• Invitations, Presentations & Collateral

• 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

• Maintain relationships with key vendors for future events.

• Keep an updated list of venues and vendors.

• Post-Event Measurement & Budget Reconciliation

• 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.

Sponsorships Admin:

• Intake sponsorship requests from local offices and work with the Marketing Director to 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.

Special Projects:

• Intake any special project requests from local offices and work with the Marketing Director to 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

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.