Heritage Wealth Management · 5 days ago
Marketing Operations Specialist | Event Logistics & Lead Tracking
Salt Lake County, UT
Full-time
Onsite
Entry, Mid Level
$50K/yr - $75K/yr
2+ years expHeritage Wealth Management is a firm focused on simplifying financial decisions for clients. They are seeking a Marketing Operations Coordinator to manage the lead-to-first-appointment process across various marketing channels, ensuring leads are tracked and converted into scheduled appointments.
Financial Services
Hiring Manager
Nick Ryan
Responsibilities
Own the firm's lead-to-first-appointment engine across TV, seminars, digital, and direct mail
Ensure every lead is tracked, nurtured, and converted into a scheduled first visit
Manage deadlines, vendor details, lead lists, and confirmation calls without dropping a single thread
Call prospects and book appointments while tracking leads across multiple channels
Qualification
Required
2+ years in marketing operations, event operations, sales support, or appointment-setting where execution and follow-through were measured
Demonstrated ability to manage concurrent deadlines, vendor coordination, lead tracking, and calendar management
Proficiency with spreadsheets, KPI tracking, and basic operational reporting
Comfort making outbound calls, texts, and emails to support appointment setting and confirmation
Ability to work in-office in Sandy, UT (9–5, with flexibility for occasional event evenings)
Professionalism in handling sensitive prospect information in a financial services environment
Preferred
Experience coordinating seminars, dinner events, or educational workshops (venue booking, RSVP management, day-of logistics, post-event follow-up)
Familiarity with CRM platforms, lead portals, or marketing automation workflows
Background in a compliance-sensitive industry (financial services, insurance, healthcare, legal)
Track record in roles where compensation was tied to measurable performance outcomes
Benefits
Medical insurance support ($2,000 in combined credits)
Paid time off
Standard benefits
Company
Heritage Wealth Management
We help good people, make great financial decisions, to live a happy and successful retirement.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase