Team Client Relationship Specialist

Key Responsibilities

• Own the marketing and event calendar for assigned Partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels.
• Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution.
• Utilize marketing platforms, CRM systems, and project management tools to streamline workflows.
• Coordinate with existing Team lead for expense processing for any expenses related to marketing efforts.

• Manage logistics and follow-through for salons, forums, stakeholder round tables, and invite-only workshops.
• Coordinate invite lists, RSVPs, venue communications, and branded materials.
• Implement post-event Standard Operating Procedures (SOPs): distribute recaps, feedback surveys, and personalized follow-ups.

• Maintain and segment the stakeholder’s channel‑specific audience database based on persona (e.g., founder, inheritor, woman in transition).
• Assist in list hygiene, tagging, and campaign‑specific segmentation.

• Work closely with UBS marketing team to prepare compliant marketing assets for internal and external distribution (Linked In, email).
• Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events.

• Coordinate podcast production process (guest logistics, scripts, release schedule).
• Track newsletter performance metrics and suggest timing at refinements based on data.

• Provide weekly check‑ins with assigned Partners and internal stakeholders to track process, flag issues, and ensure follow‑through.
• Maintain a "Client Whisper" log to capture relationship details, preferences, and insights for future personalization.

Stamford: $70,000 – $105,000
West Palm Beach: $60,000 – $90,000

Full Time

The Shantz Mantione Group is seeking a highly detail‑oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels – multi‑generational wealth, business owners, and women & wealth. This role is central to ensuring consistent delivery of compliant, high‑touch content, events, and outreach for one of the most dynamic client acquisition strategies targeting ultra‑high‑net‑worth individuals.

You will act as the operational "glue" between ideation and execution ensuring curated experiences, thought leadership assets, and prospect communications are delivered flawlessly on schedule.

• Be at the center of strategic marketing for a Forbes‑recognized wealth management team.
• Collaborate directly with four industry‑leading Partners and external experts.
• Driver innovation in client engagement and brand building.
• Thrive in collaborative, fast‑paced, and supportive environment where your ideas and initiative are valued.

Skills & Experience

• Ideally 2+ years in a marketing coordination, events, or communications role.
• Exceptional organizational skills and calendar management proficiency.
• Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus).
• Strong written and verbal communication skills.
• Experience working within compliance‑heavy environments is highly desirable.
• Professional poise and discretion when handling UHNW prospect data and communications.

• Experience in luxury, private wealth, or boutique financial services.
• Background supporting senior executives or founder‑centric communities.
• A love for checklists, project boards, and making others shine.

This role directly supports the Shantz Mantione Group’s growth goals across the three priority channels referenced. Without operational follow‑through, high‑value opportunities slip through the cracks. You’ll make sure they don’t.

If you’re passionate about marketing, thrive in a dynamic environment, and want to help shape the future of private wealth management, we invite you to apply and join our high‑performing…