Case Manager

Aquent is partnering with a leading financial services organization dedicated to empowering individuals and businesses through innovative solutions and unparalleled support. This company is at the forefront of transforming how financial advice is delivered, focusing on cutting-edge digital platforms and a client-centric approach. Join a team that values proactive engagement and operational excellence, making a tangible difference in the lives of financial advisors and their clients.

Are you a high-energy, proactive project management expert with a passion for driving digital initiatives? This is an exciting opportunity to step into a pivotal role where your organizational prowess and strategic communication skills will directly impact the efficiency and success of critical digital platforms. You will be the primary engine ensuring that digital content, from websites to email campaigns, moves seamlessly from concept to completion, directly contributing to the company's ability to serve its stakeholders effectively.

About the Role

This dynamic role combines high-level project management with rapid-fire task processing, demanding an individual who thrives in a fast-paced environment. You will be instrumental in managing a diverse portfolio of digital production initiatives, pivoting effortlessly between long-term website enhancements and high-volume daily requests. Your ability to independently manage tasks, optimize workflows, and communicate effectively will be key to 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.

Qualifications

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).