Senior Marketing Coordinator at Sequoia Financial Group Llc | Minneapolis, MN | $65K/yr – $80K/yr

Sequoia Financial Group Llc

Senior Marketing Coordinator

Minneapolis, MN (On-site)

$65K/yr – $80K/yrSenior Level3+ years expFull time

Posted 2 months ago

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Job Summary

Coordinate MarComm processes end-to-end, delivering timely, brand-aligned communications and event assets while building scalable workflows and a central asset library for advisor-facing needs.

Operations & Intake: triage requests, scope with advisors, and route work to the right teams.
Asset & Workflow Enablement: manage templates, asset library, and repeatable event logistics to support scalable delivery.

Job Description

Responsibilities

Serve as the primary point of contact for marketing case queue intake, triaging requests, and coordinating responses with the appropriate team members.
Conduct brief scoping conversations with advisors and internal clients to clarify needs, gather context, and surface existing resources before connecting to manager for assignment of work where needed.
Connect advisors and channel leads to existing resources in the firm’s content library and Box file system; this responsibility is shared with the Marketing Coordinator and both roles handle advisor FAQ resolution as a standard function.
Support advisor-facing marketing needs including singular deck requests, brand-compliant materials, and event communication coordination.
Support MarComm leadership in prepping executive firm leadership members on a quarterly cadence, asset gathering, meeting prep, and follow-up action item tracking.
Draft and prepare general MarComm assets alongside strategic leads, including communications, event materials, and supporting documents.
Support internal and external events through tasks such as materials prep, printing coordination, nametag coordination, asset fulfillment, and pre-meeting groundwork.
Draft and route communications to stakeholders including event registration updates, status emails, and internal follow-ups.
Support designated event and sponsorship requests with registration and invitation materials, ordering and fulfillment, and follow-up communications.
Manage repeatable event logistics for integrations and partner with MarComm operations team members to capture into templated workflows for scalable processes over time.

Requirements

A bachelor’s degree in marketing, communications, or a related discipline.
3 to 5 years of experience in marketing, client services, communications, or a closely related field.
Demonstrated experience in a service-oriented role with direct client or advisor-facing responsibilities; comfortable initiating and managing conversations without being prompted.
Strong written and verbal communication skills; able to draft polished internal communications, event updates, and stakeholder correspondence independently.
Highly organized with strong attention to detail.
Ability to manage multiple priorities simultaneously in a fast-paced environment.
Proficient in Microsoft Office suite, particularly PowerPoint; comfortable working with templates and translating content across formats.
Proactive by nature.
Professional presence and ability to develop strong working relationships across departments.

Nice_to_have

Experience in financial services, wealth management, legal, consulting, or another professional services environment.
Background in event (internal or external) coordination.
Familiarity with Asana, Salesforce, or similar project management and CRM platforms.
Experience in a communications, editing, or content-adjacent role; comfort with reviewing materials for clarity and completeness before they move forward.

Sequoia Financial Group Llc

3.8 Glassdoor

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family wealth services.More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams.We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Founded in 1991

Akron, Ohio, USA

384 employees (9 in marketing)

www.sequoia-financial.com

69% recommend to a friend

100% CEO approval