Marketing Coordinator for Financial Services

Marketing Coordinator for fast growing RIA

👉 100% Remote / WFH 👈

We are hiring a Marketing Coordinator to work directly with leadership to expand upon, execute, and, take ownership of our marketing initiatives. This role is highly hands-on, with ownership of social media content (including heavy editing / post-production work), webinars, lead-generation systems, and performance tracking.

This is not a strategy-only or vendor-management role. This position is execution-focused and requires direct, hands-on involvement in content editing, campaign execution, presentation creation, guest coordination, lead-generation systems, and performance tracking.

KEY RESPONSIBILITIES

CONTENT & PRODUCTION

• Own and maintain the master content calendar across all platforms

• Personally edit and produce podcasts, YouTube videos, and short-form social content

• Repurpose media appearances, conferences, interviews, and press into ongoing content

• Schedule and manage social media publishing

LEAD GENERATION & DRIP MARKETING

• Build, run, and optimize lead-generation systems and funnels

• Execute drip marketing, email campaigns, and automated follow-up workflows

• Experience with Salesforce / MailChimp integration critical.

WEBINARS & GUEST MANAGEMENT

• Create professional PowerPoint decks for a robust webinar schedule

• Coordinate webinar registration, execution, and follow-up

• Engage with, schedule, and manage guests for webinars and podcasts

TRACKING, ANALYTICS & REPORTING

• Design and maintain tracking systems for marketing performance

• Track ROI, lead flow, conversion rates, and campaign effectiveness

• Ensure proper attribution across content, campaigns, webinars, and media

• Prepare clear reporting for leadership on performance and outcomes

• Continuously refine campaigns based on data and results

REQUIRED EXPERIENCE

• 5+ years of hands-on experience in marketing, content editing, and lead-generation roles within a wealth management firm (ideally an RIA)

• Strong hands-on audio/video editing experience

• Experience building and executing lead-generation and drip systems

• Experience setting up marketing tracking, attribution, and reporting

• Comfortable creating PowerPoint presentations for live webinars

• Highly organized, execution-focused, and accountable

*** This role is ideal for someone who takes pride in shipping finished work, owning systems end-to-end, and being accountable for measurable outcomes ***

COMPENSATION & BENEFITS

• Competitive base compensation with performance-based upside.

• Benefits include:

- 401K with company match

- Paid time off

- Health insurance (including dental & vision)

- Profit sharing

• This role offers a clear path to increased responsibility and a leadership position for the right candidate.•