[Remote] Marketing Operations Specialist

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading independent fiduciary firm dedicated to enhancing clients' financial lives. The Marketing Operations Specialist will assist in executing local marketing strategies, manage event logistics, and oversee vendor relationships to ensure successful marketing initiatives.ResponsibilitiesCreate detailed event briefs and project timelinesSelect and book venues and locationsArrange for essential event services (catering, entertainment, AV, transportation)Negotiate and execute contracts with vendors and stakeholdersManage menu selection and floorplan creationSupervise event setup, execution, and teardownCollaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentationsEstablish invitation list in partnership with local offices and oversee invitation processManage event registration technology and track RSVPsDetermine branding, signage, and swag needsManage production of all collateralMaintain relationships with key vendors for future eventsKeep an updated list of venues and vendorsCreate and manage Salesforce market campaigns for each local event or campaignEnsure accurate attendance is recorded and ROI is trackedAdminister and monitor results for post-event surveys and look to incorporate feedback to future eventsReconcile spend vs. event budget and track costsEnsure all leads from an event are systematically documented and trackedIntake sponsorship requests from local offices and work with the Marketing Director to assess whether they fit the regional strategyManage internal approval process through marketing, finance, and compliance teamsWork with content team on any marketing collateral related to sponsorship and manage production of assetsIntake any special project requests from local offices and work with the Marketing Director to assess whether they fit the regional strategyManage planning process and execution of special projectsWork with content team on any marketing collateral needed and manage production of assetsSkillsAbility to direct operations for events in multiple markets from a remote positionAbility to make judgement calls in a fast-paced work environmentMinimum 3 years of experience in event planningDeep knowledge of event planning and logisticsProficiency with event registration technologies (Cvent, EventSpark, or similar)Proficiency with Salesforce or another CRM systemBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays including a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.Adoption Assistance Reimbursement ProgramCompany 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 as well as an after-tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.