Automation Project Manager

Position :

Automation Project Manager

Location : 2950 SW McClure Rd

Topeka, KS

Job Id : 2464

# of Openings :

Position : Automation Project Manager

Department : Creative Services

Reporting to : Director of Marketing Automation

Location : Topeka, KS - Onsite

Overview :

Advisors Excel's Automation Team is looking for a skilled project manager who is excited to work with a fast-paced, innovative team providing automated communication solutions to help our financial advisors grow their business.

This role will work in collaboration with the Automation Account Managers and internal teams like AE Media, AE Digital and Corporate Marketing assigning various digital tasks and setting deadlines for each phase of a project - so you'll get to see the whole project come to life! If you're interested in digital marketing and skilled in project management, we'd love to hear from you!

What you'll do :

• Work with the Director of Digital Automation and creative team to facilitate the Automation Engine Program
• Create project schedules and timelines in our project management system; some projects may include, but are not limited to new user onboards, email campaigns and content creation
• Proactively manage the team queue system, independently identifying and assigning tasks based on project priorities, team roles, and evolving business needs
• Handle calls and emails from advisors; answering questions, troubleshooting issues and assigning tasks and projects to digital team members based on timeline, workload, and best fit as needed
• Monitor in-progress assignments and reprioritize tasks as needed to ensure projects remain on schedule; address past due tasks and prioritize needs based on urgency and staffing
• Communicate and follow-up with various corporate teams including : AE Media, AE Digital, Corporate Marketing and AE Compliance to review digital projects and maintain timelines
• Oversee and schedule out digital team content and event calendars
• Organize and manage team meetings and provide meeting recaps

take detailed notes to recap the call and assign action items

Experience you'll bring :

Bonus Points :

What you'll get :

Who We Are :

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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