Advisors Excel · 2 days ago
TV Project Manager
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors. The TV Project Manager plays a key role in executing television projects from start to finish, serving as a point of contact for advisors and collaborating with internal teams and production partners to deliver a standout advisor experience while driving meaningful marketing results.
ConsultingFinancial ServicesMarketing
Responsibilities
Own the full lifecycle of assigned television projects from onboarding through final delivery
Serve as a primary point of contact for advisors, setting expectations and managing scope, timing, and deliverables
Plan and manage television shoots based on advisor goals, production capabilities, capacity considerations, and AE best practices
Build and maintain project plans, timelines, and accountability in Workfront
Coordinate production kickoff meetings, onboarding calls, and cross-functional alignment
Develop and distribute detailed shoot agendas, itineraries, and production plans
Manage logistics, travel, accommodations, and day-of-shoot execution, resolving real-time challenges as they arise
Exercise professional judgment to balance advisor requests, operational constraints, and performance goals, including handling advisor pushback when needed
Oversee revisions and perform quality control reviews to ensure accuracy, clarity, and production quality
Communicate proactively with internal teams and external partners to resolve issues and continuously improve execution and efficiency
Qualification
Required
Experience managing deadline-driven projects with multiple stakeholders, shifting priorities, and firm delivery dates
A customer-service mindset and comfort supporting guests, clients, or external partners
Clear, professional written and verbal communication skills
A proactive, resourceful approach to problem-solving
Confidence holding others accountable to deadlines while maintaining positive working relationships
A collaborative team player who thrives in a fast-moving environment
Working knowledge of Microsoft Excel for data tracking and basic reporting
Preferred
Familiarity with tools like Workfront, Asana, Monday, or Smartsheet
Experience coordinating events, live productions, or on-site shoots
Exposure to compliance or review processes
Benefits
Medical
Dental
Vision
401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase