Marketing Coordinator

Houston, TX (On-site)

$65K/yr – $115K/yrMid LevelFull time

Posted 2 months ago

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Job Summary

Drive marketing operations for Allied Wealth, coordinating campaigns, events, and stakeholder handoffs to keep the engine running smoothly.

  • Own campaign calendars, assets, deadlines, status visibility, and internal follow-up
  • Must-have: Hands-on marketing operations with calendars, checklists, status updates, follow-through, and closed loops
  • Standout: Experience with compliant messaging in financial-services or professional services marketing

Job Description

Drive marketing operations for Allied Wealth, coordinating campaigns, events, and stakeholder handoffs to keep the engine running smoothly.

  • Campaign calendars, assets, deadlines, status visibility, and internal follow-up coordination
  • Event, seminar, webinar, newsletter, email, social, web, and campaign coordination
  • Vendor and stakeholder handoffs, including inputs, assets, and post-campaign tasking
  • Basic campaign reporting, list/CRM hygiene, form/landing-page coordination, and lead-handoff visibility
  • Coordination with leadership, marketing, advisors, service, vendors, and review stakeholders for smooth progress
  • Must-have: Hands-on marketing operations with calendars, checklists, status updates, follow-through, and closed loops
  • Must-have: Clear written communication and ability to coordinate across executives, advisors, operators, vendors, and partners
  • Standout: Experience with compliant, tax-aware messaging in financial-services or professional-services marketing
  • RIA/wealth-management or other trust-based professional-services exposure enhances fit
  • Experience supporting educational content, seminars, webinars, client events, or advisor-led thought leadership
  • Comfort with marketing automation, CRM workflows, dashboards, CMS updates, and vendor coordination
Allied Wealth logo

Allied Wealth

Finances are deeply personal—which is why we start by getting to know you. Your goals. Your concerns. What a meaningful life looks like in your eyes.We’re more than financial advisors, we’re your allies. From tax strategies to income planning to risk management, we create personalized solutions that help you live more freely today knowing your future is planned for.Reach out today to see how Allied Wealth can help you live your richest life.

Founded in 2007
Spring, Texas, USA
18 employees

Traffic Signals

Monthly Visitors
2.4K
Monthly Google Ads Budget
$35K
Traffic Source Mix
Search
29.8%
Direct
47.2%
Referral
5.9%
Social
15.8%
Paid
1.3%

Headcount Trend

Current headcount: ~18