Parallel Financial
Marketing and Client Services Manager
Parallel Financial, New York, New York, United States,
***Important Please Read Below***
This job description is very long on purpose. If you are serious about applying here, it is important you read through the entire description and understand our company and what we are looking for. It will also save you a lot of time during the application process. Thank you for your consideration in working for our company.
Imagine waking up each day excited to tackle challenges that truly matter, surrounded by brilliant minds who inspire you daily. At Parallel Financial we're not just building a business; we're crafting a legacy of innovation and positive impact in our community, clients’ lives, and employees. Join our passionate team where your ideas are valued, your growth is prioritized, and your work shapes the future of financial services.
Company Overview:
Core Story:Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests above their clients, Brian and Anthony decided to create an independent firm to ensure that their clients’ best interest would always be first and foremost.
A few years after experiencing success with this strategy, they realized they were not alone and that other advisors longed for a place where they could serve their clients with the freedom and flexibility to offer true unbiased advice. They created Fiduciary Alliance to meet that need and help these advisors transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice.
In 2024, Fiduciary Alliance (FA) has grown to a regional firm with $1.5 billion in assets, 1,921 clients, and 25 advisors. FA only works with clients who are growth minded and advisors who keep their clients’ best interest paramount.
Please visit these websites to learn more:HOME | Parallel FinancialHOME | Fiduciary Alliance
Core Vision:An independently owned regional financial services firm serving clients’ best interest while helping advisors grow and scale their practice
Core Purpose:Parallel Financial - Enhance the quality of our clients' lives through unbiased financial advice so they can live the life they want.
Fiduciary Alliance - Help advisors seamlessly transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice.
Core Values:Make Quality PersonalTake pride in the quality of everything you do. Always ask yourself, “Is this my best work?”
Deliver Legendary Client ServiceDo the little things as well as the big things that make the difference. Create extraordinary experiences they’ll tell others about. Go above and beyond and do the unexpected.
Be A Fanatic About Response TimeRapid response is one of the easiest and best ways to stand out from the crowd.
Check The Ego At The DoorIt’s not always about you. Do what is best for the client and the team.
Practice Blameless Problem-SolvingApply your creativity and enthusiasm to developing solutions rather than pointing fingers and dwelling on problems. Negativity is simply not tolerated.
Find A WayTake personal responsibility for making things happen – somehow, someway.
Listen To LearnBe present and engaged. Listen with care and empathy and most importantly to understand.
Follow-Up EverythingRecord a follow-up date for every action and take responsibility to see that it gets completed.
Be Process OrientedLook to create processes for every aspect of your work, and then turn those processes into habits to achieve consistent results.
Commit To Continuous ImprovementDon’t be satisfied with the status quo. Keep getting better. Seek feedback, learn new skills, accept challenges, be uncomfortable.
Work And Grow As A TeamEarn your spot on the team every day. Step in and step up when needed. Give and receive the gift of feedback with gratitude. Teams accomplish more than individuals.
Keep It SimpleSimple solutions bring clarity. The more complex, the more chance for something to go wrong.
Proactive LeadershipTake initiative in identifying opportunities and addressing challenges before they rise and without waiting for direction.
Own Your ActionsBe personally accountable for your decisions, behaviors, and results. When mistakes happen – and they will – own them, learn from them, and grow beyond them.
Celebrate SuccessRegularly express meaningful and sincere appreciation in all directions. Applauding people doing the right things is far more effective than only calling them out when they are wrong.
Look The PartYou deliver peace of mind as soon as you show up. First impressions matter. Make sure how you look does not take away from what you do.
Unwavering PoiseEmbrace calm in the face of chaos, maintaining our professionalism through every challenge. By remaining composed, you turn obstacles into opportunities and inspire confidence.
Respect Regulatory ComplianceYou are empowered to understand, implement, and champion regulatory standards in your daily work.
Why should you want to work at Parallel Financial/Fiduciary Alliance?Our employees truly enjoy working here and very much value the work they do. As a small growing company, their efforts make a meaningful impact each day and know that others around them truly have their back and support them when they need help. The culture here is one where everyone’s ideas and feedback are heard and considered. Because of the fast growth of the company, there are flexible options in career growth.
Responsibilities:Event Planning:
Conceptualize, plan, and execute various events (e.g., client appreciation events, seminars, and webinars.
Marketing Support:
Develop marketing campaigns, create engaging content, maintain our website, manage social media platforms, and evaluate marketing effectiveness.
Client Engagement:
Enhance client relationships, gather event feedback, and collaborate on engagement strategies with advisors and client service teams.
Administrative Support:
Handle event and marketing administrative tasks, maintain records, and ensure the success of events and campaigns.
Client Service Excellence:
Deliver outstanding service across communication channels and coordinate client-related activities with precision.
Operational Efficiency:
Work with colleagues to refine systems and workflows, promoting a culture of continuous improvement .
Liaison and Collaboration:
Facilitate interactions between clients, advisors, and custodians, ensuring satisfaction and addressing issues promptly.
Detail-Oriented Approach:
Coordinate and organize client visits, prepare materials for meetings, and manage client paperwork with meticulous attention to detail.
Issue Resolution:
Identify and resolve issues promptly and accurately, demonstrating a commitment to client success.
Requirements:Experience in event planning and coordination, preferably within Financial or professional services.Proficiency in marketing concepts and tools, including social media, email marketing, and content creation.Impeccable attention to detail.Team-oriented mindset.Analytical skills to handle diverse information and make informed decisions in a fast-paced environment.Adaptability and reliability.Prior experience in client service is preferred.Bachelor's Degree is desired but not essential.Proficiency in Microsoft 365, CRM systems, reporting software, and various cloud-based applications.
Rewards:Medical, dental, and vision coverage.401K with match and profit sharing.Paid holidays and paid time off.Various voluntary employee benefit options.Wellness resources.Work Hours: Monday – Friday 9am-4pmTotal Starting Comp Range ($75k-$85k)
Call To Action:Apply here on LinkedInEmail: careers@parallelfinancial.com with these three things:Which 3 Core Value listed here do you most identify with and why?What specifically about Parallel Financial and/or Fiduciary Alliance do you find intriguing?What specifically about this job’s responsibilities is attractive to you and your skillset?
Parallel Financial is proud to be an equal opportunity employer. We value diversity and strive for inclusivity in every facet of our organization.
This job description is very long on purpose. If you are serious about applying here, it is important you read through the entire description and understand our company and what we are looking for. It will also save you a lot of time during the application process. Thank you for your consideration in working for our company.
Imagine waking up each day excited to tackle challenges that truly matter, surrounded by brilliant minds who inspire you daily. At Parallel Financial we're not just building a business; we're crafting a legacy of innovation and positive impact in our community, clients’ lives, and employees. Join our passionate team where your ideas are valued, your growth is prioritized, and your work shapes the future of financial services.
Company Overview:
Core Story:Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests above their clients, Brian and Anthony decided to create an independent firm to ensure that their clients’ best interest would always be first and foremost.
A few years after experiencing success with this strategy, they realized they were not alone and that other advisors longed for a place where they could serve their clients with the freedom and flexibility to offer true unbiased advice. They created Fiduciary Alliance to meet that need and help these advisors transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice.
In 2024, Fiduciary Alliance (FA) has grown to a regional firm with $1.5 billion in assets, 1,921 clients, and 25 advisors. FA only works with clients who are growth minded and advisors who keep their clients’ best interest paramount.
Please visit these websites to learn more:HOME | Parallel FinancialHOME | Fiduciary Alliance
Core Vision:An independently owned regional financial services firm serving clients’ best interest while helping advisors grow and scale their practice
Core Purpose:Parallel Financial - Enhance the quality of our clients' lives through unbiased financial advice so they can live the life they want.
Fiduciary Alliance - Help advisors seamlessly transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice.
Core Values:Make Quality PersonalTake pride in the quality of everything you do. Always ask yourself, “Is this my best work?”
Deliver Legendary Client ServiceDo the little things as well as the big things that make the difference. Create extraordinary experiences they’ll tell others about. Go above and beyond and do the unexpected.
Be A Fanatic About Response TimeRapid response is one of the easiest and best ways to stand out from the crowd.
Check The Ego At The DoorIt’s not always about you. Do what is best for the client and the team.
Practice Blameless Problem-SolvingApply your creativity and enthusiasm to developing solutions rather than pointing fingers and dwelling on problems. Negativity is simply not tolerated.
Find A WayTake personal responsibility for making things happen – somehow, someway.
Listen To LearnBe present and engaged. Listen with care and empathy and most importantly to understand.
Follow-Up EverythingRecord a follow-up date for every action and take responsibility to see that it gets completed.
Be Process OrientedLook to create processes for every aspect of your work, and then turn those processes into habits to achieve consistent results.
Commit To Continuous ImprovementDon’t be satisfied with the status quo. Keep getting better. Seek feedback, learn new skills, accept challenges, be uncomfortable.
Work And Grow As A TeamEarn your spot on the team every day. Step in and step up when needed. Give and receive the gift of feedback with gratitude. Teams accomplish more than individuals.
Keep It SimpleSimple solutions bring clarity. The more complex, the more chance for something to go wrong.
Proactive LeadershipTake initiative in identifying opportunities and addressing challenges before they rise and without waiting for direction.
Own Your ActionsBe personally accountable for your decisions, behaviors, and results. When mistakes happen – and they will – own them, learn from them, and grow beyond them.
Celebrate SuccessRegularly express meaningful and sincere appreciation in all directions. Applauding people doing the right things is far more effective than only calling them out when they are wrong.
Look The PartYou deliver peace of mind as soon as you show up. First impressions matter. Make sure how you look does not take away from what you do.
Unwavering PoiseEmbrace calm in the face of chaos, maintaining our professionalism through every challenge. By remaining composed, you turn obstacles into opportunities and inspire confidence.
Respect Regulatory ComplianceYou are empowered to understand, implement, and champion regulatory standards in your daily work.
Why should you want to work at Parallel Financial/Fiduciary Alliance?Our employees truly enjoy working here and very much value the work they do. As a small growing company, their efforts make a meaningful impact each day and know that others around them truly have their back and support them when they need help. The culture here is one where everyone’s ideas and feedback are heard and considered. Because of the fast growth of the company, there are flexible options in career growth.
Responsibilities:Event Planning:
Conceptualize, plan, and execute various events (e.g., client appreciation events, seminars, and webinars.
Marketing Support:
Develop marketing campaigns, create engaging content, maintain our website, manage social media platforms, and evaluate marketing effectiveness.
Client Engagement:
Enhance client relationships, gather event feedback, and collaborate on engagement strategies with advisors and client service teams.
Administrative Support:
Handle event and marketing administrative tasks, maintain records, and ensure the success of events and campaigns.
Client Service Excellence:
Deliver outstanding service across communication channels and coordinate client-related activities with precision.
Operational Efficiency:
Work with colleagues to refine systems and workflows, promoting a culture of continuous improvement .
Liaison and Collaboration:
Facilitate interactions between clients, advisors, and custodians, ensuring satisfaction and addressing issues promptly.
Detail-Oriented Approach:
Coordinate and organize client visits, prepare materials for meetings, and manage client paperwork with meticulous attention to detail.
Issue Resolution:
Identify and resolve issues promptly and accurately, demonstrating a commitment to client success.
Requirements:Experience in event planning and coordination, preferably within Financial or professional services.Proficiency in marketing concepts and tools, including social media, email marketing, and content creation.Impeccable attention to detail.Team-oriented mindset.Analytical skills to handle diverse information and make informed decisions in a fast-paced environment.Adaptability and reliability.Prior experience in client service is preferred.Bachelor's Degree is desired but not essential.Proficiency in Microsoft 365, CRM systems, reporting software, and various cloud-based applications.
Rewards:Medical, dental, and vision coverage.401K with match and profit sharing.Paid holidays and paid time off.Various voluntary employee benefit options.Wellness resources.Work Hours: Monday – Friday 9am-4pmTotal Starting Comp Range ($75k-$85k)
Call To Action:Apply here on LinkedInEmail: careers@parallelfinancial.com with these three things:Which 3 Core Value listed here do you most identify with and why?What specifically about Parallel Financial and/or Fiduciary Alliance do you find intriguing?What specifically about this job’s responsibilities is attractive to you and your skillset?
Parallel Financial is proud to be an equal opportunity employer. We value diversity and strive for inclusivity in every facet of our organization.