Drive marketing compliance and operational workflows as a Marketing Operations Associate, guiding submissions from intake through approvals while coordinating advisors-facing projects and keeping the team on track.

Responsibilities

• Manage marketing compliance submissions end-to-end: submit materials, track status, review reviewer notes, implement required changes, and obtain final approval.
• Review all outgoing marketing content (emails, blogs, business cards, social posts) for compliance, brand consistency, and proofreading accuracy.
• Maintain organized records of all compliance submissions and approval history.
• Own the Marketing Queue: intake creative requests, assign timelines, track deliverables, and communicate status updates to requestors.
• Act as the department’s primary point of contact for incoming inquiries, routing messages to the right team members and managing expectations proactively.
• Support the ongoing progress of all department projects, flagging road blocks early and helping drive items to completion.
• Serve as a key resource for financial advisors submitting marketing requests, guiding them through the compliance and approval process.
• Manage onboarding materials for new hires, including email signatures, title approvals, website bios, and business cards.
• Communicate clearly and professionally with advisors, including those with high expectations and strong personalities.
• Support marketing campaigns and departmental administrative tasks.

Requirements

• Exceptional attention to detail – accuracy is non-negotiable in this role.
• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously.
• Clear written and verbal communication; comfortable setting expectations with internal clients.
• Process-oriented mindset: you build systems, document steps, and follow through.
• Ability to learn new software quickly.
• Professional demeanor and ability to maintain confidentiality.
• Comfortable with repetitive, precision-dependent work.
• High school diploma required; associate’s or bachelor’s degree preferred.
• 1–2 years of experience in an administrative, operations, compliance support, or project coordination role.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Preferred

• Experience in a regulated industry (financial services, legal, healthcare) is a strong plus
• Experience with a CRM, ticketing system, or shared work queue is preferred
• Client service or internal stakeholder management experience preferred

Benefits

• Competitive Compensation
• Comprehensive Medical, Dental, and Vision Insurance
• Life Insurance
• Long Term Disability
• Supplemental Insurance
• Paid Time Off and Holidays
• Employee Advantage Program
• Employee Assistance Program
• 401(k) Matching
• Eligible Profit Sharing