Operations Specialist

About Outcome Private Wealth

At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.

Why Join Outcome Private Wealth?

We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship.  We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

Job Overview

We are seeking a highly organized and proactive Operations Specialist to support our practice's daily operations while executing marketing initiatives to enhance client engagement and business growth. This role is ideal for a detail-oriented professional with strong organizational skills, an interest in financial services, and a creative mindset for marketing.

Key Responsibilities

Operations & Administration:

·       Process day-to-day office operational tasks to ensure efficiency and smooth workflow.

·       Manage client onboarding processes, document preparation, and data entry.

·       Coordinate scheduling, meetings, and follow-ups for advisors and clients.

·       Maintain compliance with financial regulations and company policies.

·       Assist in handling client inquiries and service requests.

Marketing & Client Engagement:

·       Develop and execute marketing campaigns to attract and retain clients.

·       Manage social media accounts and update website content.

·       Coordinate client communications, including newsletters and event invitations.

·       Assist in the planning and execution of client appreciation events and webinars.

·       Create marketing materials, presentations, and reports as needed.

Qualifications & Skills:

·       Bachelor's degree in Business, Marketing, Finance, or a related field preferred.

·       2+ years of experience in operations, marketing, or administrative roles (financial services experience a plus).

·       FINRA Series 7/66 preferred

·       Strong organizational and multitasking abilities with attention to detail.

·       Excellent verbal and written communication skills.

·       Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.

·       Experience with social media management and email marketing tools.

·       Ability to work independently and collaboratively in a fast-paced environment.