What are the responsibilities and job description for the Director of Client Impressions position at Turret Investment Management?
Turret Investment Management
Director of Client Impressions
Position Overview
Seeking an organized, detail-oriented individual who is motivated to drive business growth while delivering an exceptional client experience. This individual will serve in 2 distinct roles: leading the marketing/branding effort while also supporting the wealth consultants with administrative services. This individual will be responsible for maintaining consistent branding and messaging across ALL client touchpoints.
Key Responsibilities-Marketing
● Create and execute marketing campaigns through all modes of advertising(Social Media,
charitable sponsorship, email, direct mail, etc)
● Coordinate campaign timelines, deliverables, and materials
● Assist with content creation for emails, event promotions and social media
● Coordinate with external vendors, printers, venues, and media partners
● Update Statement logo design
● Maintain contact information in CRM and email database
● Coordinate charitable sponsorships
● Christmas Card creation and mailing
● Work with advertising compliance to submit and edit approved signage
● Website Update
● Plan & coordinate client appreciation events, educational workshops, seminars, and
prospecting events
Key Responsibilities-Advisor Support
● Open and close the office daily and prepare for business operations
● Serve as the primary point of contact by answering incoming calls promptly and
professionally
● Greet clients and visitors while providing a welcoming first-class experience
● Create a flawless, welcoming atmosphere in front lobby & meeting spaces
● Ensure refreshment station is stocked at all times
● Prepare conference rooms and meeting materials for client appointments
● Assemble new client welcome packages and onboarding materials, including a post
account opening appreciation note
● Manage incoming and outgoing mail
● Support administrative projects as needed
● Assist wealth consultants with special projects and operational initiatives
● Responsible for office decoration for holidays, etc
Please Send Resume to skyler.harrison@lpl.com
Pay: From $16.00 per hour
Work Location: In person
Salary : $16