company overview:
R.M. Davis, Northern New England’s largest wealth management firm, is looking for a self-motivated professional with a customer service mindset to join our expanding team as Portfolio Administrator at our downtown Portland headquarters.
R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has over $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.
Position overview:
The Marketing Project Manager partners closely with the Director of Marketing to coordinate and execute marketing and communications initiatives that support the firm's strategic goals. This role manages multiple projects simultaneously, working with internal stakeholders and external vendors to ensure marketing campaigns, client communications, events, and other initiatives are delivered on time, on brand, and in compliance with industry standards.
key responsibilities:
Marketing Project Management
- Coordinate and manage marketing projects from planning through execution, including timelines, budgets, and deliverables.
- Collaborate with internal teams and external vendors to ensure projects are completed accurately and on schedule.
- Track project progress and maintain high standards for quality, brand consistency, and compliance.
Marketing Communications and Events
- Coordinate Requests for Proposal (RFPs), due diligence questionnaires, and proposal materials.
- Manage email marketing campaigns, client communications, newsletters, and quarterly reports using Constant Contact and other marketing platforms.
- Plan and coordinate client and Center of Influence (COI) events, including seminars, webinars, and sponsored events.
- Support website updates, social media initiatives, press releases, sponsorships, and advertising efforts.
- Monitor campaign performance and marketing analytics to support future communication strategies.
QUALIFICATIONS:
- Bachelor’s degree in Marketing, Communications, Business Administration, or a related field preferred.
- 5 plus years of marketing, communications, or project management experience, preferably within financial services or another regulated professional services environment.
- Experience managing multiple projects with competing deadlines.
- Experience coordinating events, email marketing campaigns, and marketing communications.
- Strong written, verbal, and interpersonal communication skills with exceptional attention to detail.
- Proficiency with Microsoft Office Suite. Experience with Constant Contact and project management software a plus.
COMPENSATION:
$70,000-$90,000 annually
The actual starting salary will be determined based on experience, qualifications, skills, and other relevant factors.
Benefits:
Competitive compensation and bonus opportunity, 401(k) with employer contribution, health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.
Additional Information:
FLSA Status: Non-exempt
R.M. Davis is an Equal Opportunity Employer
To apply, please submit a cover letter and resume to Human Resources at [email protected].
