Marketing Content Coordinator-Retirement

4 days ago

Overland Park, United States Prime Capital Financial Full time

Prime Capital Financial is seeking a motivated and talented Marketing Content Coordinator-Retirement to join our rapidly growing RIA in Overland Park, KS. This role will be responsible for supporting the Prime Capital Retirement and Prime Capital Wellness brands and will be an integral part of our Marketing team. At Prime Capital Financial, a leading investment advisory firm specializing in individual wealth management, qualified plans, and participant education, we prioritize excellence, collaboration, and a commitment to both our clients and our team. If you thrive in a fast-paced, value-driven environment and are ready to make an impact, we want to hear from you


About Prime Capital Financial


Prime Capital Financial is a Registered Investment Advisor (“RIA”) with $30 billion in assets under management (AUM). Our nearly 200 advisors and over 400 total team members serve clients in 48 states out of 60 offices located throughout the country. Prime Capital Financial operates primarily through 3 brands. Prime Capital Wealth serves over 15,000 individual wealth management households and provides a full array of services, from financial planning to investment management. Prime Capital Retirement provides retirement plan consulting services to employers across the U.S., serving 800 employers and several hundred thousand retirement plan participants. Prime Capital Wellness provides financial wellness, education, and asset management services to retirement participants and data analytics services to employers.


Objectives: This role will report directly to Terra McBride, Chief Marketing Officer, and work closely with Jania Stout, President of Prime Capital Retirement and Wellness, to meet the marketing and content needs of these divisions. As part of the marketing team, this position will play a key role in driving the continued growth and success of the Retirement and Wellness divisions while supporting the broader Prime Capital Financial brand as needed. The Marketing Content Coordinator will: collaborate with the marketing and retirement teams to produce high-quality, impactful content; develop and maintain efficient processes for content creation, publication, and management; serve as the central point for organizing and maintaining marketing assets on cloud-based platforms and HubSpot; and ensure all marketing collateral meets compliance standards prior to publication.


Our Standards: At Prime Capital Financial, our standard is “service excellence.” We aim to provide the best experience in service and expertise to our associates and clients. The Marketing Content Coordinator must exemplify:

  • Autonomy: Ability to make decisions independently with minimal supervision.
  • Communication Excellence: Outstanding written and verbal communication skills.
  • Client Focus: Exceptional client service skills.
  • Leadership Presence: Confidence in presenting to senior leaders.
  • Attention to Detail: Superior organization, time management, and follow-through.
  • Adaptability: Positive, flexible attitude toward change and evolving priorities.
  • Collaboration: Strong team player invested in building lasting internal and external relationships.
  • Professionalism: High ethical standards, confidentiality, and integrity


Key Responsibilities:

The Marketing Content Coordinator will:

  • Create, publish, and maintain a variety of marketing materials, including:
  • Written articles
  • Strategy fact sheets
  • Recorded videos
  • Live webinars
  • Reusable presentations and handouts
  • Manage and maintain content hosting platforms and tools, including cloud-based systems and HubSpot.
  • Collaborate with compliance to ensure all materials meet regulatory standards before publication.
  • Develop processes to streamline content lifecycle management, ensuring accessibility and efficiency.
  • Support the overarching marketing goals of Prime Capital Financial as needed.


Qualifications

  • Bachelor’s Degree in Marketing, Communications, or a related field required.
  • 3–5 years of marketing experience, preferably within the Retirement Plan field.
  • Familiarity with financial markets and investing is a plus.
  • Proficiency in Microsoft Excel, PowerPoint, Adobe Acrobat, and HubSpot.
  • Strong organizational skills and the ability to manage multiple projects simultaneously.

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