Marketing Operations Lead

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.