Associate or Senior Associate Marketing Coordinator

Coordinate marketing-led and cross-functional projects from initiation through completion, managing timelines, stakeholder input, deliverables, documentation, review workflows, distribution lists, recurring meetings, reporting, vendor coordination, workflow monitoring, and process improvements.

Responsibilities

• Support marketing projects from initiation through completion
• Coordinate campaign logistics across email, advertising, web, thought leadership, and social channels
• Serve as an initial point of contact for incoming marketing requests
• Review project requests to clarify objectives, timelines, and requirements
• Help assign and schedule projects to balance workload and priorities
• Track project timelines, deliverables, and next steps
• Maintain project documentation, including calendars, briefs, timelines, status updates, meeting notes, and archived deliverables
• Coordinate and maintain Salesforce distribution lists, audience segmentation, and contact data
• Communicate project updates, milestones, and changes to stakeholders and escalate risks or delays
• Route materials through review and approval channels
• Maintain version control and review history for project materials
• Coordinate recurring marketing meetings and cross-functional project tracking
• Centralize coordination for high-priority and complex marketing initiatives
• Identify workflow, process, and collaboration improvements
• Support marketing operations reporting on project status, capacity, and resources
• Liaise with vendors, agencies, and platform partners to support campaign execution
• Monitor workflow performance and recurring bottlenecks
• Recommend process and tool enhancements

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field
• 3–5 years of relevant experience in marketing, communications, project coordination, or a related field
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills
• Proficiency with Asana, Monday.com, Microsoft Teams, and SharePoint
• Proficiency with Salesforce or a similar CMS platform
• Ability to support marketing initiatives across wealth and institutional segments

Benefits

• Medical, dental, and vision coverage
• 401(k) with immediate vesting and employer match
• Profit sharing
• Flexible spending accounts
• Paid parental leave, including adoption
• Paid time off
• Commuter benefits
• Employer-paid short- and long-term disability insurance
• Employer-paid life insurance
• Additional voluntary benefits