Marketing Coordinator
4 weeks ago
Modera Wealth Management is a dynamic, fee-only firm dedicated to delivering comprehensive financial planning and intelligent investment management services to our clients. We strive to make a lasting positive impact on their lives through our expertise and commitment to excellence.
We are seeking a highly motivated and organized Marketing Assistant to join our team. As a Marketing Assistant, you will play a vital role in supporting our marketing, growth, and communications initiatives.
Key Responsibilities:
- Assist with proofreading and branding review of marketing collateral, including event planning and client gifting.
- Help create and maintain website bios and other marketing materials.
- Maintain our marketing calendar, which includes events, social posts, articles, white papers, advisor presentations, and sponsorships.
- Assist with social media management of our LinkedIn and Facebook corporate pages and provide support to advisors with LinkedIn content.
- Create and maintain client lists and distribute communications across various channels.
- Assist with maintaining and updating marketing data in our CRM.
- Work with our Finance team to develop and maintain expense policies related to gifting and client entertainment.
- Liaise with marketing vendors and provide oversight on marketing expenses.
Requirements:
- Associate degree in marketing, business, communications, or equivalent work experience.
- 0-4 years of experience in a registered investment advisory firm or financial services field.
- Proficiency with Microsoft Office products, including PowerPoint, Word, Excel, and Outlook.
- Familiarity with Adobe InDesign is a plus.
- Excellent written and verbal communication skills.
- Highly professional team player, able to work well with all levels of the firm.
- Must be organized, meticulous, dependable, adaptable, detailed, and service-oriented, with the ability to multitask.
- Personable, warm, engaging, and able to support a team environment.
- Ability to work independently to meet deadlines.
- Occasional travel may be required.
What We Offer:
- Competitive salary commensurate with experience.
- Performance-based bonus.
- Safe Harbor 401(k) plan.
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability, and Life insurance.
- Paid vacation.
- Opportunities for professional growth and continuing education.
- Partial remote work.
Modera Wealth Management is an equal employment opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws. We value your privacy and encourage you to review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
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