Marketing Coordinator; Wealth Mgmt Industry

Hybrid (3-4 days in office) | Wayne, PA

Base: 50k-$60k plus performance-based bonus

Our client is a thriving family-owned retirement plan and wealth management advisory firm based in Wayne, Pennsylvania. In business for nearly 30 years, the firm delivers boutique-level service to both corporate retirement plan clients and personal wealth management clients.

The firm manages approximately $700 million in assets across wealth management and 401(k) relationships, serves more than 70 corporate retirement plan clients, and supports over 25,000 plan participants nationwide. With an established brand and a strong growth trajectory, leadership has made a long-term commitment to investing in technology, digital infrastructure, and marketing as a core driver of firm growth.

The Marketing Coordinator role is ideal for a B2B digital marketer seeking ownership, visibility, and the opportunity to make a measurable impact. This position supports both the wealth management and corporate retirement plan businesses and spans multiple areas of marketing, including lead generation, digital campaigns, content creation, branding, analytics, and sales enablement.

The Marketing Coordinator reports directly to the Head of Marketing and works closely with sales leadership and senior management. Responsibilities may evolve based on individual strengths, with a clearly defined path for growth into a Marketing Director role.

The ideal candidate has hands-on experience using marketing automation platforms (such as Act-On) to execute inbound and outbound campaigns and is comfortable operating in a regulated, professional services environment.

• Design and deploy outbound marketing campaigns using the firm’s marketing automation platform (Act-On)
• Create and distribute emails, landing pages, and digital marketing content
• Schedule and publish weekly blog articles
• Update website content quarterly with advisor-generated materials
• Create and manage social media content across multiple platforms

• Identify and research B2B target prospects for the sales team
• Import, manage, and maintain lead and contact data within Salesforce
• Utilize data enrichment tools to maintain CRM accuracy and data integrity

• Maintain organization of all brand assets and marketing materials
• Support the continued development and expansion of the firm’s brand identity

• Utilize Google Analytics, Google Ads, and Google Search Console to track performance
• Implement and optimize paid social and search strategies to attract qualified prospects
• Improve website SEO through keyword research and refinement of website copy
• Assist in implementing a video strategy for the website, advisor introductions, and client communications
• Create, update, and redesign sales and marketing materials, including slide decks, flyers, brochures, infographics, and sales follow-up email templates
• Collaborate with sales leadership to generate content aligned with firm services and industry trends

• Bachelor’s degree in marketing or related major
• Minimum of 1 years of digital marketing experience (Internships included)
• Experience supporting lead generation and sales teams specifically in a B2B environment
• B2B marketing experience within financial services, professional services, or another regulated industry
• Proficiency with marketing and analytics tools, including:
• Also
  
  Required:
  
  
• Salesforce or another CRM
• Act-On or similar marketing automation platforms
• Google Analytics and Google Ads
• Strong organizational skills and exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Excellent written and interpersonal communication skills
• Self-starter who takes initiative and embraces learning and new challenges
• Adobe Express, Canva
• ChatGPT (AI), Vimeo, or similar tools
• An interest in the financial markets is a plus;
  Series 7 or 66 licenses, Salesforce Administrator certification, and Google Analytics or Ads certifications are also valued.

• Base salary dependent on experience and qualifications ($50,000 to $60,000 annually)
• Company-paid health, dental, and vision insurance (Employee 100%)
• 401(k) plan with up to 3% company match, with investment management fees waived
• Generous PTO
• Flexible, hybrid work environment in an easy-to-commute, Class A office space
• Clear career progression with a potential pathway to Marketing Director
• Opportunity to join a thriving, family-owned wealth management firm with a strong growth trajectory
• Hands-on exposure to all facets of marketing within an RIA, including digital campaigns, branding, lead generation, analytics, and advisor support
• Direct access to senior leadership and the Head of Marketing, with ongoing mentorship and professional development
• Ability to make a visible, measurable impact on firm growth, brand awareness, and sales pipeline…