Responsibilities

• Coordinate marketing campaigns, email newsletters, webinars, meetings, events, and other communications, ensuring projects stay on track and deadlines are met.
• Support the marketing compliance review process by submitting materials, tracking approvals and revisions, maintaining organized records, and developing a working knowledge of applicable marketing compliance requirements.
• Assist with the creation, maintenance, and updating of marketing reports and marketing materials, including brochures, presentations, client communications, and other collateral.
• Help manage and update content on the firm's website and internal marketing portal.
• Track, organize, and respond to marketing requests from advisors and internal teams, helping prioritize projects and ensure timely follow-through.
• Assist with the development, coordination, and scheduling of social media content.
• Support event planning, including client communications, invitations, promotional materials, and other event-related needs.
• Review marketing materials for accuracy, consistency, formatting, and adherence to brand standards.
• Collaborate with members of the marketing team and colleagues across the firm to support department and company-wide initiatives.
• Provide administrative and project coordination support to the marketing team, helping ensure initiatives are completed accurately and on time.

Requirements

• Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent experience
• 1-2 years of relevant marketing, communications, project coordination, or administrative experience
• Proficiency in Microsoft Office; experience with HubSpot, Salesforce, Canva, Adobe Creative Suite, or similar marketing platforms, is a plus
• Demonstrated ability to leverage AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Claude) to support content development, research, meeting summaries, project planning, and administrative efficiency
• Exceptional attention to detail and a commitment to producing accurate, high-quality work
• Strong organizational and time management skills; ability to manage multiple priorities and deadlines effectively
• Excellent written and verbal communication skills
• Collaborative, team-oriented approach with a willingness to support a variety of projects and initiative
• Strong follow-through and a sense of ownership and accountability for assigned work
• Ability to build effective working relationships across multiple departments and levels of the organization

Preferred

• Experience with HubSpot, Salesforce, Canva, Adobe Creative Suite, or similar marketing platforms
• Experience in financial services or another regulated industry is a plus, but not required

Benefits

• A comprehensive benefits package including:
• - Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
• - Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
• - 401(k) retirement plan with company match to help you achieve your financial goals
• - Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed
• - Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
• - 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
• - Continuing education and certification fee reimbursement for professional development
• - Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
• - Most importantly: The chance to help shape the future of a growing regional team and firm