Client Service & Marketing Manager

Do you love building relationships with clients and have a knack for marketing and events?

At Parallel Financial, this isn't a choose-one role — we're looking for someone who genuinely enjoys both sides of the work and thrives when no two days look exactly the same.

We're a fee-only, fiduciary RIA backed by Fiduciary Alliance — a $1.5 billion regional platform built on one principle: clients' best interests, always. We're growing, and we need a sharp, organized, people-first professional to help us deliver an exceptional client experience while supporting our marketing and event efforts.

What this role actually is:

This is a true 50/50 position. Half your time is client-facing — building relationships, coordinating client activity, and ensuring every interaction reflects our standards. The other half is marketing and events — planning client appreciation events, managing social media, creating content, and supporting campaigns. If you love variety and want your work to matter, you'll fit right in here.

What you'll do — client service side:

• Serve as a primary point of contact for clients across phone, email, and in-person interactions

• Coordinate client visits, prepare meeting materials, and manage client paperwork with precision

• Facilitate communication between clients, advisors, and custodians

• Identify and resolve client issues promptly, always with a solutions-first mindset

• Collaborate with advisors to enhance client engagement and satisfaction

What you'll do — marketing side:

• Plan and execute client appreciation events, seminars, and webinars end-to-end

• Manage social media platforms and create engaging content that reflects our brand

• Support email marketing campaigns and evaluate their effectiveness

• Help maintain our website and assist with developing marketing initiatives

• Track and report on marketing performance metrics

What we're looking for:

• 3–5 years of experience in client service, with some exposure to marketing or events

• A natural with people — warm, responsive, and genuinely client-focused

• Organized and detail-oriented — you don't let things fall through the cracks

• Comfortable with Microsoft 365, CRM systems, and social media platforms

• Adaptable and reliable — you handle shifting priorities without losing your cool

• Bachelor's degree preferred but not required

• Financial services experience is a plus, not a requirement

Our culture — five values we actually live by:

Deliver Legendary Client Service

Do the little things and the big things that make the difference. Go above and beyond. Create experiences clients tell others about.

Be a Fanatic About Response Time

Rapid response is one of the easiest ways to stand out. We take it seriously — and we expect you to as well.

Listen to Learn

Be present and engaged. Listen with care and empathy — and most importantly to understand.

Be Process Oriented

Create processes for every aspect of your work and turn those processes into habits that achieve consistent results.

Own Your Actions

Be personally accountable for your decisions and results. When mistakes happen — and they will — own them, learn from them, and grow beyond them.

What we offer:

• $55k-65k base salary (depending on experience) with total compensation package of ~$80k

• Medical, dental, and vision coverage

• 401(k) with match and profit sharing

• 3 weeks paid time off plus paid holidays

• Wellness resources and voluntary benefit options

• Monday–Friday 9am–4pm schedule — real work-life balance

• A genuine growth path for the right person

To apply:

Submit your application here on LinkedIn, or email [email protected] with answers to these three questions:

1. Which of our five core values resonates most with you and why?

2. What specifically draws you to Parallel Financial and/or Fiduciary Alliance?

3. Which side of this role — client service or marketing — is your stronger suit, and how does the other side complement it?

Parallel Financial is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.