6 weeks ago
Marketing Coordinator
Kestra Financial
Morristown, NJ (Unknown)Full time
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Marketing Coordinator
Morristown, NJ (Unknown)
Salary Not AvailableMid Level5+ years expFull time
Posted 6 weeks ago
Job Description
Responsibilities
- Lead with Purpose. Partner with Impact.
- The Marketing Coordinator is responsible for planning, coordinating, and executing Synthesis Wealth Planning’s marketing initiatives across digital, print, events, client communications, and advisor visibility. This role works closely with firm leadership, advisors, compliance, vendors, and operations to ensure consistent branding, timely execution, and measurable marketing results.
- Maintain a consistent annual marketing calendar, execute webinars, newsletters, podcasts, social media, and events on schedule, improve consistency and quality of SWP brand materials, ensure marketing materials are submitted, tracked, and approved through compliance, support advisor visibility through speaking, writing, and event opportunities, and track marketing activity and report results through Ninety.io or another scorecard system.
- Marketing
- • Responsible for developing and executing marketing strategies for SWP and associated brands
- • Overseeing relationships and expenses with relation to marketing vendors together with Office Manager
- • Calendaring speaking/writing engagements for SWP advisors and/or employees
- • Calendaring marketing-related events for travel of the SWP advisors and/or employees
- • Coordinating the process for podcasts, monthly and one-off webinars, and seminars/workshops that SWP hosts
- • Managing email marketing campaigns, including Constant Contact (sending firm related emails)
Requirements
- College Degree or equivalent experience
- 5 years of relevant experience
- Strong verbal and written communication skills; positive, professional phone presence
- Excellent attention to detail and ability to manage multiple priorities effectively
- Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint)
- A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs
- Customer-first attitude and commitment to delivering exceptional service
- Experience in financial services, or a similar client-facing role preferred
Benefits
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Financial
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com.Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Marketing Team
Marketing Team Size
5 (1% of company)
Median Tenure
1.3 years
Marketing Roles Posted (Last 30 Days)
1
Traffic Signals
Monthly Visitors
97.7K
Traffic Source Mix
Search
22.4%
Direct
72%
Referral
4.5%
Social
0.5%
Paid
0.7%
Headcount Trend
Current headcount: ~440
Recent News
Links
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