Case Manager

Overview

Aquent is thrilled to partner with a leading financial services organization that is revolutionizing how financial advice is delivered. This forward-thinking company empowers individuals and businesses through innovative digital solutions and unparalleled support, focusing on a client-centric approach. Join a team where your proactive engagement and operational excellence will make a tangible difference, directly impacting the success of financial advisors and their clients.

Are you ready to be the driving force behind cutting-edge digital initiatives? We are seeking a dynamic and highly organized individual to step into a pivotal project management role, where your expertise will directly shape the efficiency and success of critical digital platforms. You will be the primary engine ensuring that vital digital content, from engaging websites to impactful email campaigns, flows seamlessly from initial concept to successful completion. This is your chance to make a tangible impact, directly contributing to our partner’s ability to effectively serve its financial advisors and their clients.

This role demands a blend of high-level project management and rapid-fire task processing, perfect for someone who thrives in a fast-paced environment. You’ll manage a diverse portfolio of digital production initiatives, effortlessly navigating between strategic long-term website enhancements and high-volume daily requests. Your independent task management, workflow optimization, and exceptional communication skills will be crucial in ensuring the smooth operation of digital platforms and the timely delivery of essential marketing assets.

Key Responsibilities

• Independently manage and track a high volume of digital production tasks from initial request through to successful completion.
• Optimize and manage workflows extensively using Asana, ensuring all project milestones are updated in real-time.
• Serve as the primary point of contact for financial advisors and internal business partners, facilitating consultations and translating feedback into actionable project requirements.
• Oversee digital production by gathering and synthesizing feedback from marketing, content, and development teams to ensure seamless execution.
• Maintain a high level of responsiveness, proactively following up with internal teams and external partners to prevent bottlenecks and ensure timely delivery.

Must-Have Qualifications

• Proven track record in an agency setting, demonstrating experience with high-ticket intake processes and multitasking across various high-volume accounts.
• Exceptional speed and agility, with a demonstrated ability to process tasks quickly and maintain accuracy in a high-pressure, fast-paced environment.
• Advanced technical proficiency with Asana is non-negotiable.
• Strong, professional communication style, comfortable engaging with high-level stakeholders, including financial advisors and executives.
• Self-sufficient and confident project management skills, with the ability to work with minimal supervision while excelling as a collaborative team player.

Nice-to-Have Qualifications

• Experience within the financial sector is a plus, though agency-side experience is prioritized.
• Familiarity with Salesforce, SharePoint, Microsoft Teams, and Figma (for reviewing and commenting on designs).