Community Engagement Specialist

Cnect

Community Engagement Specialist managing engagement programs for Avantax and the Cetera Tax Channel. Leading regional meetings, advisor councils, surveys, and education programs.

Posted 4/22/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $61,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

project managementsurvey administrationevent planningdata analysisprogram metrics evaluationprocess improvementcontent coordinationwebinar production

Soft Skills

collaborationanalytical skillscommunicationtime managementcross-functional teamwork