Responsibilities

• Request Intake & Triage
• Serve as the primary point of contact for all inbound marketing requests submitted via the firm’s marketing intake form
• Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly
• Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action
• Gather missing information from requestors where needed before routing or executing
• Escalate requests that require team discussion, are complex, or come from VIPs
• Execution & Delivery
• Execute or coordinate execution of approved requests by selecting from a defined library of marketing solutions and templates
• Manage concurrent requests across advisor and business unit queues with accuracy and adherence to turnaround standards
• Coordinate with internal team members (design, digital, content, compliance) as needed to fulfill requests within SLA
• Maintain accurate status records for all open requests in the firm’s project management system (Asana)
• Build and maintain dashboards and intake reports that provide visibility into request volume, SLA performance, and recurring patterns
• Scope & Policy Management
• Apply established scope, compliance, and resource policies to determine when a request can proceed as submitted, requires modification, or falls outside what marketing can support
• Communicate out-of-scope or non-compliant requests to stakeholders clearly and professionally, citing the applicable policy or guideline
• Escalate borderline or ambiguous requests to the appropriate marketing lead rather than making unilateral exceptions
• Document recurring scope issues and surface patterns to inform team process improvement
• Stakeholder Communication
• Own and manage the firmwide Marketing resources intranet page
• Provide consistent, on-script status updates throughout the lifecycle of each request
• Manage stakeholder expectations professionally when timelines shift or requests require redirection
• Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support
• Represent the marketing team professionally in all written and verbal communication