Responsibilities

• Coordinate and execute marketing projects from concept through completion while managing timelines, deliverables, and stakeholder communication.
• Create and edit marketing collateral including brochures, flyers, presentation decks, one-pagers, retirement education materials, newsletters, landing pages, emails, and other client-facing resources.
• Develop marketing communications that support retirement plan participants, financial advisors, clients, prospects, and internal stakeholders.
• Support internal sales and advisor teams by managing marketing requests and producing customized marketing materials that support business development efforts.
• Coordinate marketing initiatives with internal business partners, advisors, sales professionals, and cross-functional teams.
• Plan and independently manage webinars from initial planning through post-event follow-up, including registration, invitations, attendee communications, presenter coordination, video publishing, reporting, and replay experiences.
• Coordinate in-person client events, conferences, educational seminars, and meetings by managing logistics, registrations, event communications, promotional materials, vendor coordination, and on-site support as needed.
• Produce and edit marketing videos including educational content, explainer videos, internal training videos, promotional videos, and brand storytelling content.
• Utilize AI-powered creative tools and emerging technologies to improve marketing content development and production efficiency.
• Coordinate website updates and publish content across digital marketing channels.

Requirements

• Bachelor's degree in Marketing, Communications, Business, Graphic Design, or a related field.
• 3+ years of experience in marketing, communications, project coordination, or a related marketing role.
• Excellent written, verbal, and interpersonal communication skills.
• Strong project management and organizational skills with the ability to manage multiple projects simultaneously.
• Strong creative thinking, problem-solving, and collaboration skills.
• Ability to work independently while managing competing priorities and meeting deadlines.
• Proficiency with Adobe Creative Cloud (InDesign, Illustrator, Photoshop); video editing experience is strongly preferred.
• Experience with Canva and Microsoft Office (PowerPoint, Word, Excel).
• Experience using marketing and collaboration platforms such as HubSpot, ClickUp, Vimeo, YouTube, or similar applications.

Benefits

• Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays