Marketing Services Coordinator

The vision at Barnum Financial Group is to become the premier provider of financial services in the U.S., with a mission to positively impact as many lives as possible.

Our Advisor Marketing division plays a critical role in supporting that mission by equipping financial professionals with the tools, programs, and strategic guidance they need to grow their practices and better serve their clients.

The Marketing Services Coordinator is an essential member of the Advisor Marketing team, supporting both foundational marketing operations and the execution of Barnum’s advisor-facing marketing programs. This role blends coordinator responsibilities with elevated ownership of program delivery, internal client support, and marketing execution.

You will work directly with Barnum’s financial advisors, ensuring a smooth and professional experience as they engage with our marketing services, including general marketing support, personalized materials, newsletter programs, content programs, firm initiatives, and subscription-based offerings.

This is an ideal role for someone looking to build a career in marketing, project management, or client services within a fast-paced and rapidly growing internal marketing agency environment. It is designed to grow over time, with opportunities to take on increased ownership, advisor-facing responsibility, and expanded scope as the team and programs continue to scale.

• Support the execution of Barnum’s advisor marketing programs including newsletters, webinars, events, email, and social campaign initiatives.
• Coordinate timelines, gather required inputs, and ensure deliverables are completed accurately and on schedule.
• Assist in onboarding advisors into firm-led programs and subscription services.
• Maintain organized project status, notes, and communication workflows within our ticketing request system.

• Serve as a point of contact for advisors participating in marketing programs or requesting basic marketing assistance as internal clients of the firm.
• Provide guidance on foundational marketing best practices and digital presence.
• Support the Marketing Services Specialist by handling routine advisor requests and coordinating deliverables.

• Update advisor marketing materials including bios, email templates, website content, and basic social or communication assets.
• Assist with distribution of advisor communications and program content.

• Support operational execution related to advisor onboarding, webpage updates, profile maintenance, and standard marketing support.
• Help improve processes and workflows to enhance efficiency and advisor satisfaction.
• Support firm-wide events, educational webinars, and special marketing initiatives.

• Bachelor’s degree in Marketing, Communications, Business, or a related field
• 1-3 years of experience in marketing, communications, project coordination, or client service
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple tasks in a fast-paced environment
• Customer-service mindset and comfort interacting with internal clients
• Familiarity with digital marketing tools (email, social media, websites)
• Ability to create and edit marketing materials using design tools like Canva or similar template-based platforms with the ability to learn new programs.

• Experience with the Adobe Creative Suite (especially InDesign and Illustrator) for template editing and basic design manipulation. Strong creative skills are a plus, but not required.
• Experience in financial services, agency work, or support/coordination roles
• Familiarity with CRM or email platforms (Salesforce, Salesforce Marketing Cloud)
• Exposure to content creation, copywriting, or creative workflow management
• Interest in marketing strategy and advisor growth