Responsibilities

• Project Coordination & Workflow Management
• - Support the execution of marketing projects from initiation through completion
• - Coordinate campaign logistics across channels — including email, advertising, web, thought leadership, and social — ensuring that all workstreams are sequenced properly and aligned to campaign objectives
• - Serve as an initial point of contact for incoming marketing requests from internal teams and stakeholders
• - Review project requests to ensure objectives, timelines, and requirements are clearly defined
• - Help assign and schedule projects to balance team workload and support priority alignment
• - Track project timelines, deliverables, and next steps to ensure deadlines are met
• - Maintain organized project documentation, including campaign calendars, briefs, timelines, status updates, meeting notes, and archived deliverables
• - Support the coordination and management of distribution lists in Salesforce, including maintaining audience segmentation, ensuring list accuracy, and working across teams to keep contact data current and compliant
• - Proactively communicate project updates, key milestones, and changes to stakeholders; manage expectations and escalate risks or delays as needed

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field
• 3–5 years of relevant experience in marketing, communications, project coordination, or a related field; financial services or professional services experience preferred
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills, with the ability to work effectively across a wide range of stakeholders
• Proficiency with project management and collaboration tools such as Asana, Monday.com, Microsoft Teams, and SharePoint
• Proficiency with Salesforce or similar CMS platform to maintain and coordinate distribution lists
• Self-starter with a proactive, solutions-oriented mindset
• Ability to support marketing initiatives across both wealth and institutional segments

Benefits

• We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.