Marketing and Practice Development Coordinator

Responsibilities

• Coordinate marketing vendors, branded materials, promotional items, revisions, approvals, and delivery timelines.
• Partner with our social media vendor to review monthly content, gather photos and other assets, and coordinate posting schedules.
• Maintain the marketing calendar and translate annual practice goals into monthly activity priorities.
• Coordinate client and prospect events, including invitations, required approvals, distribution, campaign tracking, and follow-up.
• Research and contact centers of influence, such as accountants and attorneys; coordinate advisor meetings and track outreach, follow-up, and gifting.
• Complete prospect follow-up and assigned rollover outreach using approved processes; create tasks and route questions to the appropriate advisor or team member.
• Keep CRM leads, prospects, opportunities, and campaign records current; help resolve duplicate, incomplete, or outdated information.
• Prepare clear updates for weekly marketing meetings covering prospect activity, meetings, campaign results, and progress toward practice growth goals.
• Document repeatable workflows with clear instructions, screenshots, and links to firm resources.
• Provide light client-care and administrative support as needed, including gathering information for routine service requests, phone coverage, message routing, and service-case follow-up.

Requirements

• Experience in marketing coordination, event planning, CRM administration, business development support, or a closely related role; two or more years preferred.
• Strong organization, attention to detail, and the ability to manage several deadlines and shifting priorities.
• Clear written and verbal communication and dependable follow-through with prospects, vendors, and colleagues.
• Comfort working with CRM systems, reports, spreadsheets, and Microsoft 365; willingness to learn new workflow tools, including Copilot.
• The ability to identify data issues, improve processes, and translate activity into useful reporting.
• Professional judgment, discretion with confidential information, and a client-service mindset.
• Financial services or wealth management experience is a plus.

Benefits

• Health Benefits (eligible after 60 days)
• $300/month employer contribution toward medical coverage (when enrolled in company plan)
• Dental and vision insurance
• Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD)
• Tax-Advantaged Accounts
• Flexible Spending Account (FSA) options
• Dependent Care FSA (up to $5,000 pre-tax annually)
• Retirement
• Safe Harbor 401(k) with employer contribution (eligible after 6 months)
• Time Off