For advisory firms and RIAs, a Social Media Manager plugs into the new-client onboarding and annual review prep — taking on community management and dms & comments so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including Sprout Social and Hootsuite alongside Redtail, and inherit the SOPs your team has already documented.
Every Social Media Manager we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Social Media Manager for Financial Services ships the daily community engagement log (daily) and the weekly trend & competitor brief (weekly), plus the recurring work that defines the role: monitor and reply to dms, comments, and mentions in your tone of voice, and engage with target accounts, communities, and creator partners daily. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.