Marketing Coordinator
3 days ago
Job Summary:
We are seeking a highly organized and detail-oriented Marketing Coordinator to support our Wealth Management Marketing & Sales teams. The ideal candidate will have strong problem-solving skills, excellent written and verbal communication skills, and the ability to work independently and collaboratively in a fast-paced environment.
Key Responsibilities:
- Collaborate with the Senior Director of Marketing and Wealth Management Teams to execute marketing strategies, projects, and programs
- Coordinate and support the creation and execution of marketing campaigns, including digital communications, webinars, and events
- Manage project timelines and scheduling for copywriting, design, compliance, and production tasks, ensuring timely project completion
- Assist with research, data gathering, and preparation for assigned projects
- Proof design projects, resolve errors, and handle revision requests to ensure high-quality output
- Maintain shared project spreadsheets to track progress and approvals
- Distribute marketing materials, maintain content libraries, and ensure inventory management of marketing supplies
- Coordinate print orders and work with print vendors on production-related questions
- Audit and update websites in collaboration with internal teams and corporate marketing, ensuring content is accurate and revisions are implemented promptly
- Facilitate ongoing project plans, such as rebalance communications, compliance notices, and other recurring communications
- Provide logistical support for conferences and events
- Support the Director on special projects as needed
- Strong problem-solving skills with a high attention to detail
- Proficient in MS Office (Word, Excel, Outlook)
- Excellent written and verbal communication skills, with the ability to build rapport across all levels of the organization
- Ability to work independently and collaboratively in a fast-paced environment while managing multiple projects
- Demonstrates professionalism, respect for colleagues at all levels, and consistently contributes to a positive team dynamic
- 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 and exemplary performance
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
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