Marketing Coordinator
Marketing Coordinator
Posted on :
27-09-2025
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1 Vacancy
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Job Description
Were seeking a detail-oriented highly organized individual who thrives on bringing structure and accountability to a fast-moving marketing team. If youre someone who takes pride in accuracy keeps projects on track and ensures reporting and compliance are air-tight we want to hear from you. This role is perfect for a proactive team player who loves connecting the dots between marketing sales and advisors to make sure nothing falls through the cracks. If youre ready to support a high-performance growth engine and contribute to an energized client-first culture join us in shaping a brand that stands at the top of its field.
Reporting to the Sr. Marketing Communications Manager the person in this highly visible role ensures smooth execution of marketing campaigns reporting accuracy and cross-team coordination. Working closely with the Marketing Sales and Wealth Management teams this individual will be the glue that holds projects together making sure deadlines are met compliance is handled and reporting is accurate.
Why Willis Johnson & Associates
Willis Johnson & Associates is a fast growing award winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend we put our clients firstall the time every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients we invest in our team. Aside from providing a very competitive benefits package including medical dental vision disability/life insurance 401(k) and PTO we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events.
Essential Responsibilities
Project & Process Coordination
Skills & Qualifications
Technical Skills
Reporting to the Sr. Marketing Communications Manager the person in this highly visible role ensures smooth execution of marketing campaigns reporting accuracy and cross-team coordination. Working closely with the Marketing Sales and Wealth Management teams this individual will be the glue that holds projects together making sure deadlines are met compliance is handled and reporting is accurate.
Why Willis Johnson & Associates
Willis Johnson & Associates is a fast growing award winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend we put our clients firstall the time every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients we invest in our team. Aside from providing a very competitive benefits package including medical dental vision disability/life insurance 401(k) and PTO we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events.
Essential Responsibilities
Project & Process Coordination
- Manage timelines deliverables and schedules for marketing campaigns events and projects.
- Act as the hub for communication between marketing leadership advisors creative teams and external vendors.
- Coordinate special projects such as seasonal campaigns client appreciation initiatives and vendor-supported mailings.
- Oversee submission tracking and approval of marketing content for compliance review.
- Maintain organized documentation of approved materials and campaign archives.
- Ensure content consistently meets brand messaging and regulatory standards.
- Assist with blog and website updates coordinating with advisors and subject-matter experts when updates are needed.
- Support social media scheduling and posting aligned with the editorial calendar.
- Prepare presentation decks event collateral and reporting materials.
- Audit and update internal reports for accuracy and completeness.
- Partner with the marketing and sales teams to track campaign performance and pipeline activity.
- Support and document ongoing process improvements for lead tracking and reporting.
- Manage recurring administrative processes (reporting tracking spreadsheets meeting prep).
- Provide coordination support across multi-team and cross-department projects.
- Assist with campaign reporting vendor management and ad hoc needs.
Skills & Qualifications
Technical Skills
- Bachelors degree in Marketing Communications Business or related field (MBA a plus).
- 13 years of experience in marketing coordination project management or sales operations support.
- Familiarity with marketing project management and sales platforms (HubSpot Salesforce/CRM WordPress/CMS Asana/Monday/Jira etc.).
- Strong Excel and reporting skills; experience auditing data for accuracy.
- Excellent computer skills including Microsoft Office Suite (Outlook Word PowerPoint Excel).
- Highly organized detail-oriented and accountable able to keep multiple moving pieces aligned.
- Excellent written and verbal communication skills; confident working with advisors and executives.
- Proactive collaborator who thrives in a cross-functional environment.
- Strong time management and prioritization skills; able to juggle multiple deadlines.
- A lifelong learner eager to grow into broader marketing operations or project management responsibilities.
- Experience in financial services marketing or professional services environment.
- Understanding of compliance processes in a regulated industry.
- Exposure to campaign reporting analytics or sales enablement.
- Working knowledge of Canva or other graphic design tools for projects or cross-functional collaboration
- Base Salary Range: $55000-$66000/year plus 12-15% target bonus based on company and individual performance
- 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
- Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
- 11 paid holidays and 15 PTO days to use at your discretion
- Employer paid Health/Dental/Vision insurance premiums for individuals and families.
- Employer HSA contributions
- Employer paid Life and Long-Term Disability
- Flexibility to work from where you are most comfortable - at home or in the office except for required client and department meetings
- Collaborative Positive Teammates
- Advancement Opportunities
- Autonomy in Your Role
- Professional Development Options
- Rewarding Work That Matters
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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