Responsibilities

• Lead with Purpose. Partner with Impact.
• The Marketing Coordinator is responsible for planning, coordinating, and executing Synthesis Wealth Planning’s marketing initiatives across digital, print, events, client communications, and advisor visibility. This role works closely with firm leadership, advisors, compliance, vendors, and operations to ensure consistent branding, timely execution, and measurable marketing results.
• Maintain a consistent annual marketing calendar, execute webinars, newsletters, podcasts, social media, and events on schedule, improve consistency and quality of SWP brand materials, ensure marketing materials are submitted, tracked, and approved through compliance, support advisor visibility through speaking, writing, and event opportunities, and track marketing activity and report results through Ninety.io or another scorecard system.
• Marketing
• • Responsible for developing and executing marketing strategies for SWP and associated brands
• • Overseeing relationships and expenses with relation to marketing vendors together with Office Manager
• • Calendaring speaking/writing engagements for SWP advisors and/or employees
• • Calendaring marketing-related events for travel of the SWP advisors and/or employees
• • Coordinating the process for podcasts, monthly and one-off webinars, and seminars/workshops that SWP hosts
• • Managing email marketing campaigns, including Constant Contact (sending firm related emails)

Requirements

• College Degree or equivalent experience
• 5 years of relevant experience
• Strong verbal and written communication skills; positive, professional phone presence
• Excellent attention to detail and ability to manage multiple priorities effectively
• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint)
• A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs
• Customer-first attitude and commitment to delivering exceptional service
• Experience in financial services, or a similar client-facing role preferred

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses