What are the responsibilities and job description for the Marketing Relationship Manager / Prospect Outreach Specialist position at Heckmann Financial?
Heckmann Financial, a holistic financial planning and wealth management firm located in Middleton, WI, has been helping high-net-worth clients define, create, and enjoy financially independent lives for over 27 years.
With our expanding and growing practice, we are excited to establish a new role and are currently seeking a Marketing Relationship Manager / Prospect Outreach Specialist to join our team. This unique position will require a proactive individual ready to capitalize on their natural "phone warrior" skills. As the initial point of contact in our overall client experience, your primary focus will be creating and scheduling opportunities for Heckmann Financial Advisors to meet with new prospective clients. Additionally, if you have a passion for marketing, you'll have numerous opportunities to utilize your creative talents.
If you enjoy building and maintaining strong relationships, we invite you to join us. Together, we can help people get the most life out of their wealth with our unique approach to financial planning.
The Current Landscape: The Marketing Relationship Manager / Prospect Outreach Specialists mission is to ensure client satisfaction, fostering long-term partnerships, and contribute to the overall impact and growth of the firm.
The Role:
Relationship Builder: Committed to building and maintaining strong relationships to understand needs and provide tailored solutions.
Professional: Is discerning, competent, respectful, gracious, and maintains strict confidentiality.
Fast-Paced, Intense, Responsive and Adaptable: Is not afraid to be proactive and try new things. Has a high sense of urgency and can switch between tasks and projects quickly.
Business Development: Identify opportunities to grow client connections and collaborate to develop strategies to acquire new clients.
Exceptional Written and Oral Communication Skills: Communicates fluidly on behalf of the firm through memos, emails, in person, and on the phone.
Zero Ego: A dynamic team player who is committed to learn, work, and grow together.
Highest Priority Functions:
- Excellent communication and interpersonal skills
- Customer-focused with a passion for delivering exceptional service.
- Email Construction and Management
- Calendar / Scheduling Management
- Proactive and results-oriented
Position Reports To: Chief Strategic Officer
Position Partners: Assists and collaborates with the Business Development Team
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Middleton, WI 53562
Salary : $50,000 - $75,000