Client Engagement & Growth Coordinator

Imagine yourself…

• Working with women-owned businesses and women investors to help them make the most of their money.
• Providing exceptional, personalized service that ensures clients feel valued, genuinely cared for, understood, and well-informed.
• Playing an active role in business planning to help shape strategic goals in a rapidly growing company for the coming year.
• Attentively listening for cues in clients’ lives that may indicate an opportunity to help them in their financial lives.
• Leading marketing initiatives, including planning and executing events in the community.

We are seeking a Client Engagement & Growth Coordinator who will be instrumental in supporting our CEO with high-impact client relationships and business development initiatives.

What you can expect…

• A culture focused on continuous improvement, where your unique contributions are respected and highly valued.
• A supportive and inclusive environment that celebrates diverse perspectives.
• A company that prioritizes your financial security and deeply invests in your personal growth

Key Responsibilities are:

1. Client Relationship Support

• Serve as a primary point of contact for clients, handling client inquiries and ensuring a smooth onboarding process.
• Schedule client meetings, follow up on engagements, and support retention initiatives by conducting periodic check-ins.
• Track and report on client satisfaction and engagement metrics to identify areas for improvement.
• Track follow-up communications and client engagement initiatives.
• Manage data entry, maintain and organize client documentation, ensuring compliance with data security and confidentiality standards.
• Provide support for firm-wide initiatives, including special client appreciation events.

2. Client Outreach and Communication:

• Create monthly or quarterly check-in email templates for client engagement.
• Prepare client follow-up lists for the CEO, tracking interactions, opportunities and deadlines.

3. Process Improvement

• Document and assess workflow processes, identifying bottlenecks and opportunities for increased efficiency.
• Maintain software tools for task management, document management, and client tracking.
• Contribute ideas to improve operational efficiency, client experience, and internal processes and provide feedback to the CEO

4. Marketing & Events

• Work closely with the CEO to assist with building brand awareness and attracting potential clients.
• Help create visuals and content to enhance social media presence.

Requirements are:

• Excellent communication and interpersonal skills.
• Exceptional organizational and time management skills.
• High level of discretion and confidentiality with sensitive information.
• Attention to detail, especially with regard to data entry and client communications.
• Familiarity with software (Google Workspace, Zoom, Calendly, Eventbrite, Canva).
• Ability to identify process improvements and a proactive approach to streamlining tasks.

This is currently a part-time role with the opportunity for full-time in 2025.

Our Benefits Package Includes:

As a full-time associate, you receive a competitive compensation and benefits package.

1. Health, Dental, and Vision Insurance
2. 401(k) with Company Match
3. Paid Time Off: Inclusive of vacation, sick days, and 10 paid holidays.
4. Annual paid volunteer day with a non-profit of your choice
5. Parental Leave: Paid parental leave to support family needs
6. Life & Disability Insurance: Life and long-term disability coverage for added security
7. Health Savings Account

Unique Incentives for ALL employees (part-time and full-time)

1. Professional Development Stipend for courses, certifications, or conferences
2. Quarterly Wellness Allowance for wellness activities, fitness memberships, wellness apps, or personal enrichment classes
3. Focus Fridays: No meetings on Fridays to encourage focused work, learning, creative thinking, and strategizing for the upcoming week
4. Financial Wellness Services: Complimentary access to all financial planning, retirement consultations, and investment workshops

Competitive Compensation:

Our hiring range below represents a part of the total pay potential, with opportunities for merit-based increases as you advance in the role:

• Hiring Minimum: $20.00/hour
• Hiring Maximum: $23.50/hour

As a member of the team, your work directly supports our mission and benefits the lives of real women every day. This role offers remote-first or hybrid flexibility based on employee needs, scope of work required, and is approved on a case by case basis.

Please note that we are an equal opportunity employer committed to fostering diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Apply

Business development Associate

Imagine yourself…

• Working closely with business owners and key stakeholders to drive growth and establish new partnerships in a dynamic, evolving industry.
• Identifying and nurturing relationships with potential clients, helping them unlock opportunities to maximize their business and financial potential.
• Playing a key role in the strategic development of new business opportunities and growth initiatives for the company’s expansion.
• Collaborating with internal teams to create and implement innovative sales strategies that align with the company’s long-term goals.
• Engaging in outreach efforts, including networking events and conferences, to strengthen the company's presence and influence.
• Identifying potential new clients to ensure a steady pipeline of business development opportunities.

We are seeking a Business Development Associate who will be instrumental in supporting our CEO with high-impact outreach and business development initiatives.

What you can expect…

• A culture focused on continuous improvement, where your unique contributions are respected and highly valued.
• A supportive and inclusive environment that celebrates diverse perspectives.
• A company that prioritizes your financial security and deeply invests in your personal growth

Key Responsibilities are:

1. Promote deMAURIAC’s Brand: Act as a brand ambassador for deMAURIAC, promoting our services, including comprehensive financial planning, retirement planning, and investment advisory services.
• Represent the firm across various channels, including social media, networking events, community outreach.
2. Lead Generation & Client Acquisition: Focus on identifying and connecting with potential clients who could benefit from our tailored wealth management services. Generate qualified leads and guide prospects to schedule consultations with our financial advisors.
• Ensure the CRM is consistently updated with new client leads, community contacts & meeting context, action items, and follow-up tasks while collaborating with internal team members to streamline onboarding, engagement, and next steps.
3. Educational Content Sharing: Work with the CEO to share educational content and resources related to financial literacy, retirement planning, and wealth management. Highlight deMAURIAC’s mission to elevate women investors through financial knowledge and support.
   
   
4. Networking & Relationship Building: Attend networking events, both online and in-person, to build relationships with potential clients. Represent deMAURIAC at events where you can engage with professionals and individuals who align with our values.
   
   
5. Referral and Incentive Program: Actively encourage client referrals and lead generation, with bonus incentives tied to successful client acquisitions and firm growth.
   
   
6. Compliance & Ethical Standards: Ensure all outreach, communications, and messaging are compliant with industry regulations, including SEC and FINRA guidelines. All communications will align with deMAURIAC's compliance policies, and training will be provided to ensure adherence to financial marketing standards.

What We’re Looking For

• Sales or Client-Facing Experience: A background in sales, marketing, or client engagement is preferred, but not required.
• Strong Communication Skills: Ability to communicate clearly, persuasively, and professionally, both in writing and verbally.
• Goal-oriented: A self-motivated, results-driven mindset with the ability to meet and exceed client acquisition targets.
• Passion for Financial Empowerment: A deep belief in the power of financial literacy and supporting women to achieve economic independence.
• Compliance Awareness: Ability to maintain high ethical standards and understand financial marketing regulations. We will provide the necessary training to ensure compliance with all industry regulations.

This is currently a part-time role with the opportunity for full-time in 2025.

Our Benefits Package Includes:

As a full-time associate, you receive a competitive compensation and benefits package.

1. Health, Dental, and Vision Insurance
2. 401(k) with Company Match
3. Paid Time Off: Inclusive of vacation, sick days, and 10 paid holidays.
4. Annual paid volunteer day with a non-profit of your choice
5. Parental Leave: Paid parental leave to support family needs
6. Life & Disability Insurance: Life and long-term disability coverage for added security
7. Health Savings Account

Unique Incentives for ALL employees (part-time and full-time)

1. Professional Development Stipend for courses, certifications, or conferences
2. Quarterly Wellness Allowance for wellness activities, fitness memberships, wellness apps, or personal enrichment classes
3. Focus Fridays: No meetings on Fridays to encourage focused work, learning, creative thinking, and strategizing for the upcoming week
4. Financial Wellness Services: Complimentary access to all financial planning, retirement consultations, and investment workshops

Competitive Compensation:

Our hiring range below represents a part of the total pay potential, with opportunities for merit-based increases as you advance in the role:

• Base Pay + Performance-Based Bonus Incentives
• Hiring Minimum: $15.43/hour
• Hiring Maximum: $20.04/hour

Training & Support: Ongoing training in financial services, compliance, and client engagement to help you succeed.

Growth Opportunities: As deMAURIAC grows, there are opportunities for advancement, including potential roles in client-facing advisory positions.

As a member of the team, your work directly supports our mission and benefits the lives of real women every day. This role offers remote-first or hybrid flexibility based on employee needs, scope of work required, and is approved on a case by case basis.

Please note that we are an equal opportunity employer committed to fostering diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Apply

marketing internship

Company Description

deMAURIAC is dedicated to helping women & their loved ones make informed investment decisions, build wealth, and leave a lasting legacy. We create tailored plans with thoughtfully selected investments that consider financial concerns affecting women such as gender pay disparities and career breaks. Our goal is inclusive and focused on closing gender money gaps.

Internship Overview

This internship will provide hands-on experience in the marketing operations of a financial services firm. The intern will work closely with the CEO and client engagement and growth coordinator to support ongoing campaigns, assist in content creation, analyze market trends, and engage in customer outreach. This is a unique opportunity to gain insight into the financial services industry while applying marketing skills to real-world business challenges.

• Openings: Summer 2025, Fall 2025
• Location: Remote or Hybrid, flexible and approved on a case by case basis
• Duration: 3 months (flexible based on availability)
• Schedule Flexibility: Interns typically work in the afternoons or evenings to accommodate class schedules. Interns work with the CEO to set their schedules and typically work 10 hours/week

Key Responsibilities

1. Content Creation & Strategy

• Assist in the development of marketing materials (brochures, blog posts, newsletters, social media posts, and email campaigns).
• Create compelling content for the firm's website and social media platforms to engage clients and prospects.

2. Social Media Management

• Assist in developing content calendars and scheduling posts.
• Track social media performance using analytics tools (e.g., Google Analytics, Hootsuite).

3. Market Research & Data Analysis

• Conduct market research on industry trends, competitors, and customer preferences.
• Help identify new marketing opportunities and customer segments.
• Assist in tracking and analyzing the performance of marketing campaigns.

4. Client & Lead Generation Support

• Assist with developing and executing lead generation strategies (email campaigns, partnerships, webinars).
• Help nurture client relationships through personalized communications.
• Provide support in managing CRM systems and tracking client interactions.

5. Brand & Communications Support

• Assist in maintaining brand consistency across marketing materials and platforms.
• Support internal communications efforts by preparing presentations, reports, and other business development tools.

6. Event Planning & Coordination

• Help coordinate virtual or in-person events such as webinars, client meetings, or conferences.
• Assist with post-event follow-up and content creation based on event insights.

Learning Objectives

1. Industry Exposure: Gain a deep understanding of the financial services industry, including its marketing practices, regulatory requirements, and client relationship dynamics.

2. Skill Development: Develop skills in content marketing, digital marketing, CRM tools, and data analysis, and understand the importance of personalization in financial services marketing.

3. Project Management: Learn how to manage marketing projects from ideation to execution, including timelines, deliverables, and tracking performance.

Qualifications

• Current enrollment in a Marketing, Communications, Business, or related field of study.
• Strong written and verbal communication skills.
• Proficiency with Google Workspace, Google Analytics, and social media platforms.
• Experience with social media management or content creation tools (e.g., Canva, Hootsuite) is a plus.
• Self-starter with the ability to work independently and as part of a team.

Internship Start Date: Rolling Start Dates Available

Mentorship & Supervision

You will report to the CEO, who will provide guidance, feedback, and support throughout the internship. 

Benefits

• Professional Development: Attend company meetings, industry webinars, and networking events.
• Mentorship: One-on-one mentorship to enhance career growth.
• Networking: Opportunities to build a professional network.

Compensation: $15/Hour

Additional, Potential Non-Financial Compensation:

• Academic credit
• A potential path to a full-time position after graduation

As a member of the team, your work directly supports our mission and benefits the lives of real women every day. This role offers remote, remote-first, or hybrid flexibility based on employee needs and job function, approved on a case by case basis.

Please note that we are an equal opportunity employer committed to fostering diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Apply

As deMauriac continues to grow, new opportunities, including open roles and internships, will arise.

We invite you to join our Student Talent Network so that we can connect with you more efficiently when a position matching your experience and professional goals becomes available. Feel free to share your resume and any additional information you believe would be valuable for us to know.

Thank you for your interest in being part of our journey. We look forward to the possibility of working together as we advance our mission to get more money into the hands of women.

Please note that we are an equal opportunity employer committed to fostering diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Apply