#twiceasnice Recruiting · 5 hours ago
Marketing & Client Communication Specialist - Financial Services (exp. req.)
Jacksonville, FL
Full-time
Onsite
Mid, Senior Level
$50K/yr - $70K/yr
5+ years exp#twiceasnice Recruiting is representing a boutique wealth advisory firm seeking a highly organized Marketing Operations Specialist. The role involves managing day-to-day marketing operations, executing marketing strategies, coordinating events, and ensuring accuracy and compliance in client-facing details.
Career PlanningHuman ResourcesProfessional ServicesRecruiting
No H1B
Hiring Manager
Sam Kenney
Responsibilities
Oversee recurring email and mailed outreach to clients, prospects, and partners
Execute all client-facing events, ensuring flawless logistics, materials, and follow-up
Manage automated CRM campaigns with accuracy and consistency
Manage website updates and social media with consistent weekly posting
Maintain marketing collateral, onboarding materials, and client gifts with strict attention to detail
Coordinate scheduling, filming, and editing video content (with vendors as needed)
Track marketing performance, activity, and outcomes through reporting and metrics
Maintain and proactively update a 12-month marketing calendar
Identify opportunities to improve systems, workflows, and execution efficiency
Ensure marketing efforts consistently support new prospect appointment generation
Qualification
Required
Bachelor's degree required
5+ years of multi-channel marketing experience required
Experience in wealth management, financial services or professional services required
Strong written communication with a polished, client-facing style required
Experience with CRM workflows and email marketing platforms (e.g., Constant Contact) required
Proficiency with Microsoft Office and Adobe Creative Suite (or similar tools) required
Benefits
Health Insurance
Holidays
Generous Paid Time Off
Company
#twiceasnice Recruiting
#twiceasnice is a national direct-placement recruiting firm that builds every search from scratch, headhunts for every role, charges a 9.9 percent fee, and backs every placement with an 18-month guarantee.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase