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
- Reconcile and maintain monthly program data and reporting
- Other duties as assigned
Experience you'll bring:
- 1-3 years of account management, project management or marketing related experience
- Highly organized and systems oriented, with demonstrated ability to create order from chaos, flexibly reprioritize, and thrive in fast-paced, evolving environments
- Basic understanding of Microsoft Excel and reporting concepts
- Self-motivated problem solver with demonstrated ability to take initiative and drive projects with minimal direction, even in unfamiliar or ambiguous circumstances
- Customer service minded, reflecting humility and "others first" mentality
Bonus Points:
- Basic understanding of digital or email marketing concepts and platforms
- Certifications or other coursework in project management, sales, or human resources
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
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.
Advisors Excel
401(k)
Nov 12, 2025