Assistant Program Manager – ABS Associates

ESSENTIAL DUTIES & RESPONSIBILITIES

• Serve as liaison between ABS Financial Advisors and external partners as needed.
• Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless, and timely.
• Build direct working relationships and interact with internal partners, clients, prospects, and external contacts to ensure accounts are administered properly.
• Manage project schedules and ensure stakeholders complete their assigned tasks on time.
• Aid in recruiting, onboarding, and training of new team members.
• Evaluate and implement process enhancements to increase productivity and improve client service.
• Maintain brand consistency is upheld throughout all digital and print collateral.
• Support business planning, budgeting, and goal tracking initiatives.
• Monitor and report on client satisfaction and manage the resolution of client escalations.
• Partner with Compliance, Marketing, and the Bank’s broker dealer to ensure that all marketing materials adhere to both corporate and regulatory standards.
• Monitor key marketing performance indicators such as lead generation, engagement, and return on investment, and deliver actionable recommendations based on data analysis.
• Manage client appreciation events, oversee community outreach programs, and facilitate networking initiatives.
• Create and manage streamlined office procedures and processes to keep daily activities running smoothly.

Marketing & Practice Growth

• Implement marketing initiatives such as email campaigns, social media strategies, client events, and referral programs.
• Coordinate with Compliance, Marketing, and the Bank’s broker dealer to ensure that all marketing materials adhere to both corporate and regulatory standards.
• Monitor key marketing performance indicators such as lead generation, engagement, and return on investment, and deliver actionable recommendations based on data analysis.
• Manage client appreciation events, oversee community outreach programs, and facilitate networking initiatives.
• Maintain brand consistency is upheld throughout all digital and print collateral.

Operational Support

• Collaborate with the Program Manager to monitor project timelines and deliverables and manage follow-up actions as required.
• Develop detailed reports for Financial Consultants, with a focus on identifying cross-selling opportunities within their portfolios.
• Identify opportunities to upgrade technology to meet business demands more efficiently.
• Create and manage streamlined office procedures and processes to keep daily activities running smoothly.

Skills, Education, & Experience

• Bachelor’s degree in business administration, marketing, finance, or related field preferred.
• Current registered representative with Series 7 & 66 along with current NYS Life & Health Licenses.
• 5 + years of experience in financial services, office management, or marketing coordination.
• Prior experience supervising direct reports is preferred, though not required.
• Comprehensive understanding of financial services operations, client relations, and compliance requirements.
• Outstanding organizational, time management, and multitasking abilities.
• Advanced proficiency with Microsoft Office Suite, CRM platforms (including Salesforce, Redtail, Wealthbox), and project management software.
• Experience with marketing platforms such as Canva, Mailchimp, or HubSpot is advantageous.
• Demonstrates high integrity and maintains strict confidentiality when handling sensitive financial information.
• Excellent interpersonal skills with a strong commitment to client service.
• Strong attention to detail and proactive approach, emphasizing effective execution and results.
• Mandatory training may require occasional travel.