Campaigns and Event Specialist

Merit is a fast-growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long‑lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals. Position As a Campaign & Events Specialist, you will be responsible for executing integrated marketing campaigns and coordinating events that support Merit’s growth initiatives across advisor marketing, client engagement, and business development. This role plays a key part in bringing marketing strategy to life by managing campaign logistics, coordinating cross‑functional efforts, and ensuring seamless execution across channels and regions. You will work closely with the Integrated Marketing, Growth Marketing, and Regional Marketing teams to support B2B (advisor/M&A), B2C (investor/prospect), and internal communications initiatives. Your ability to manage multiple moving pieces, stay organized under pressure, and execute with precision will be essential in supporting a high‑performing marketing organization that operates at scale. Key Responsibilities Campaign Execution & Coordination Support the execution of integrated marketing campaigns across email, events, digital, and regional initiatives. Coordinate timelines, deliverables, and stakeholders to ensure campaigns are launched on time and executed effectively. Assist in building and deploying campaigns using marketing automation tools and pre-built templates. Ensure consistency and quality across all campaign components and channels. Track campaign execution and support follow‑up activities, including lead routing and reporting. Event Planning & Execution Plan and execute advisor workshops, client events, conferences, and regional marketing events. Manage all event logistics, including venue coordination, vendor management, invitations, materials, and on‑site execution. Partner with Regional Marketing Managers and Specialists to align events with local strategies and advisor needs. Oversee post‑event follow‑up, including communications, lead tracking, and coordination with sales teams. Establish and maintain event execution standards and best practices across regions. Regional & Advisor Marketing Support Act as a key execution partner to Regional Marketing Managers and Specialists when working with the integrated team. Support local marketing initiatives by coordinating campaign and event‑related activities. Ensure marketing efforts at the regional level are executed consistently and aligned with firm‑wide strategy and brand standards. Assist advisors with event‑related marketing needs, ensuring a seamless and professional experience. Project Management & Workflow Coordination Manage multiple campaigns and events simultaneously, maintaining clear timelines and priorities. Track deliverables, identify risks, and proactively address potential delays or issues. Coordinate across creative, content, digital, and growth marketing teams to ensure alignment and execution. Maintain organized workflows within project management systems and contribute to process improvements. Process Improvement & Scalability Identify opportunities to streamline campaign and event execution processes. Help develop repeatable workflows, templates, and checklists to improve efficiency and consistency. Contribute to building scalable systems that support increasing demand across regions and business lines. Salary & Benefits Competitive, based on experience. Medical Insurance. Dental/Vision Insurance. Life & Personal Accident Insurance. Short‑term Disability Insurance. Long‑term Disability Insurance. Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA. 401(k) Plan with company matching. Paid Time Off (PTO) and paid holidays. Compensation Merit offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process. Qualifications 2–4 years of experience in marketing, campaign coordination, or event planning. Proven ability to manage events and/or multi‑step marketing campaigns. Strong organizational and project management skills with attention to detail. Ability to manage multiple priorities in a fast‑paced environment. Excellent communication and coordination skills. Experience with marketing tools (CRM, email platforms, project management systems) preferred. Experience in financial services or professional services is a plus. #J-18808-Ljbffr Merit Financial Advisors