Community Manager cultivating high - trust relationships for community housing with Reurbano. Engaging neighborhoods and building sustainable community connections through organized events and communications.
About the role
- Community Engagement Specialist managing engagement programs for Avantax and the Cetera Tax Channel. Leading regional meetings, advisor councils, surveys, and education programs.
Responsibilities
- Lead project management for multiple rounds of Amplify Regional Meetings annually, including planning, execution, follow‑up, materials development, registration sites, communications, on‑site RGT training and delivery.
- Collaborate with channel and community leadership to align engagement programming with annual strategy and business objectives.
- Manage advisor council meeting logistics, content coordination, and execution for both virtual and in‑person meetings.
- Own end‑to‑end survey administration for community and channel initiatives, including intake, design, deployment, analysis, and reporting of insights and action commitments.
- Partner with Regional Growth Teams on Voice of the Community (VoC) follow‑up efforts, including analysis of dissatisfaction drivers and development of improvement commitments.
- Maintain and report program metrics to evaluate effectiveness, identify trends, and inform ongoing iteration and improvement.
- Manage continuing education sponsorship renewals, auditing, reporting, and compliance tracking for applicable meetings and programs.
- Support webinar production, hosting, and reporting for community engagement initiatives.
- Provide general support for community engagement initiatives, including program design, marketing, and advisor communications.
- Regularly evaluate program spend against outcomes to ensure strong return on investment.
- Continuously improve processes, tools, and workflows related to engagement programming.
- Perform other duties as assigned in support of community and channel priorities.
Requirements
- Strong project management skills with the ability to manage multiple initiatives simultaneously and meet tight deadlines.
- Ability to collaborate effectively with cross-functional stakeholders and senior leaders.
- Analytical skills to interpret feedback, survey data, and program metrics and translate insights into action.
- Strong written and verbal communication skills for advisor-facing and internal communications.
- Proficiency in Microsoft Office tools; experience with survey platforms such as Qualtrics preferred.
- Experience supporting event planning, meetings, webinars, or continuing education program.
- Bachelor’s degree required.
- Experience in financial services or a related industry preferred.
- Event planning, survey administration, or community engagement experience preferred.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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