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Job Description
Marketing Operations Lead at Summit Financial Group, LLC Marketing Operations Lead at Summit Financial Group, LLC in Danville, California Posted in 1 day ago.
Type:
full-time
Job Description:
About Summit Financial Group Summit Financial Group is an established financial planning and wealth management firm built on long-term relationships and shared success. Our culture is grounded in three core values: be hungry, care about people, and do it right . These values guide how we serve clients, support one another, and grow as a firm. What You'll Do At Summit Financial Group, we are focused on building a marketing function that is organized, scalable, and deeply connected to advisor and client needs. The Marketing Operations Lead plays a central role in making that vision a reality. This role is responsible for creating structure, visibility, and consistency across all marketing initiatives. You will bring organization to complex ideas, ensure projects move forward, and help the team operate with clarity and accountability. You will serve as the operational backbone of the marketing team, connecting strategy to execution. This is an ideal opportunity for someone who is highly organized, proactive, and energized by building systems that improve how work gets done. Key Responsibilities Marketing Operations & Project Management Own the marketing project pipeline, calendars, timelines, and deliverables Maintain a clear, centralized view of all marketing initiatives Track progress, deadlines, dependencies, and next steps across projects Translate ideas into actionable plans and structured timelines Partner with the Director of Marketing & Growth to support prioritization and follow-through Event Operations & Execution Oversee logistics for client events, advisor meetings, and webinars Manage timelines, guest lists, RSVP tracking, and communications Coordinate vendors, materials, and on-site execution details Ensure events are well-organized and connected to follow-up activity Reporting & Insights Track marketing activity, campaign performance, and event outcomes Build and maintain dashboards and recurring reports Organize data from CRM systems, marketing platforms, and event tools Support the team in identifying trends, opportunities, and areas for improvement Systems, Data & Process Improvement Manage marketing systems, trackers, and databases Maintain clean and accurate lists, segmentation, and campaign data Develop and document repeatable workflows for key processes Identify opportunities to streamline operations and improve efficiency Advisor & Team Support Manage intake and prioritization of marketing requests Communicate timelines, updates, and expectations clearly Support advisor-facing campaigns, follow-up, and sales enablement efforts Ensure advisors receive consistent, timely, and organized support What We're Looking For Strong organizational skills with attention to detail Ability to manage multiple priorities while maintaining visibility and momentum Experience creating structure, systems, and workflows Clear and professional communication style Comfort working with spreadsheets, CRM tools, and marketing platforms A proactive mindset with the ability to anticipate needs and solve problems early A team-oriented approach with a focus on supporting others Preferred Experience Marketing operations, project management, or event coordination experience Exposure to CRM systems, marketing platforms, or project management tools Experience in financial services is helpful but not required Benefits Competitive base salary with performance-based bonus opportunities 100% employer-paid medical premiums for employees (PPO & Kaiser options) $2,500 annual employer HSA contribution 401(k) with company match plus discretionary profit sharing Generous PTO program that scales with tenure (up to 26 days annually) Tuition & professional designation reimbursement Dependent care reimbursement (up to $5,000/year) Company-paid life, AD&D, and long-term disability coverage Employee Assistance Program for employees and immediate family Estate planning reimbursement Charitable giving match program Employee referral bonuses Securities offered through Raymond James Financial Services, Inc., member
FINRA /SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.
