Marketing and Operations Manager

Company Overview:

Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture.

Position Overview:

This is a part-time role with the potential to evolve into a full-time position. As the Marketing and Operations Manager, you will play a crucial role in shaping our marketing strategy, building our online presence, and streamlining our operational processes. You will support the CEO, Financial Advisors, and the broader team with administrative, marketing, and operational needs. Your role will be integral in enhancing the client experience and ensuring the smooth operation of the business.

Responsibilities:

1. Marketing Leadership: Develop and manage all aspects of the firm's marketing efforts, including social media platforms, email campaigns, and client events.
2. Social Media Management: Create and execute a social media strategy that aligns with our mission and values. Develop engaging content, manage daily posts, and foster interaction with our online community.
3. Campaign & Content Creation: Plan and implement email campaigns and content for the firm's website and blog. Create content across various formats (written, graphic, video) tailored to each platform (Instagram, Facebook, LinkedIn, etc.).
4. Event Planning: Plan, coordinate, and execute client-facing events, both in-person and virtual, to strengthen client relationships and expand our reach.
5. Operational Support: Lead firm operations by developing systems and processes to improve efficiency and team productivity. Assist in practice management and administrative support to Financial Advisors.
6. Client Service: Enhance the client experience by providing exceptional service and ensuring timely follow-up on client inquiries, requests, and engagement.
7. Strategy Development: Develop and execute strategic marketing plans to promote services, generate leads, and retain existing clients.
8. Team Collaboration: Work closely with the CEO and Financial Advisors to ensure marketing and operations efforts align with firm goals.
9. Analytics & Reporting: Track, analyze, and report on the performance of marketing campaigns and social media efforts. Use data insights to optimize strategies and improve results.

Qualifications:

1. Experience: 2 years of experience in social media management, marketing, and/or operations, ideally in a financial services or client-focused environment.
2. Skills:
3. Strong proficiency with social media platforms (Instagram, Facebook, LinkedIn, YouTube) and tools.
4. Expertise in creating and executing email marketing campaigns using platforms like Mailchimp or Constant Contact.
5. Strong project management and organizational skills, with the ability to handle multiple tasks and meet deadlines.
6. Proficient in graphic design tools (Canva, Adobe Suite, etc.) for creating visually appealing content.
7. Experience with CRM software, marketing automation tools, and analytics platforms (Google Analytics, Facebook Insights, etc.).
8. Communication: Excellent written and verbal communication skills, with the ability to convey complex information in an easy-to-understand manner.
9. Education: Bachelor’s degree in Marketing, Communications, Business, or a related field preferred.
10. Self-Motivation: Ability to work independently, prioritize tasks, and manage time effectively in a dynamic environment.
11. Client-Focused: Passion for creating an exceptional client experience and understanding the needs of our target audience.