Practice Marketing Coordinator

Responsibilities

• Own day-to-day Asana management across practice marketing workstreams, including creating tasks, updating statuses, flagging deadlines, and keeping projects current.
• Maintain shared trackers, action item logs, and practice-level documentation across assigned markets.
• Coordinate deliverable timelines across internal teams, including design, digital, compliance, and operations.
• Schedule and manage logistics for advisor calls, internal planning sessions, and Practice Marketing Forum touchpoints.
• Send agendas, prep materials, and post-meeting recaps to relevant stakeholders, and track follow-up commitments to completion.
• Draft and send routine correspondence on behalf of the practice marketing team.
• Maintain and organize the Marketing Content Library, ensuring materials are current and advisor-ready.
• Support onboarding of new advisor practices with intake forms, templates, and initial documentation.
• Assist with ad hoc reporting requests from senior practice marketing leadership.
• Coordinate external event logistics, including invite list management, RSVP tracking, and post-event follow-up.

Requirements

• Bachelor’s degree in business, marketing, communications, or a related field.
• 2 to 6 years of experience in a professional services environment (financial services, legal, consulting, accounting), or an agency.
• Demonstrated project management and workstream coordination experience, with the ability to manage multiple priorities simultaneously without losing accuracy or momentum.
• Highly organized, with exceptional attention to detail and a commitment to ensuring nothing falls through the cracks.
• Strong written and verbal communication skills, including comfort drafting professional emails and meeting recaps, and the ability to build relationships with internal stakeholders.
• Collaborative, proactive self-starter who welcomes feedback and works effectively in a fast-paced, cross-functional, multi-stakeholder environment.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Preferred

• Experience with marketing automation or CRM platforms such as HubSpot or Salesforce.
• Experience with project management tools such as Asana.
• Familiarity with the wealth management landscape.
• Genuine interest in financial services and wealth management.
• Interest in building new processes and contributing to the growth of a central marketing function.