Marketing Coordinator

Lead with Purpose. Partner with Marketing Coordinator is responsible for planning coordinating and executing Synthesis Wealth Plannings marketing initiatives across digital print events client communications and advisor visibility. This role works closely with firm leadership advisors compliance vendors and operations to ensure consistent branding timely execution and measurable marketing a consistent annual marketing calendar execute webinars newsletters podcasts social media and events on schedule improve consistency and quality of SWP brand materials ensure marketing materials are submitted tracked and approved through compliance support advisor visibility through speaking writing and event opportunities and track marketing activity and report results through or another scorecard Youll Do: MarketingResponsible for developing and executing marketing strategies for SWP and associated brandsOverseeing relationships and expenses with relation to marketing vendors together with Office ManagerCalendaring speaking/writing engagements for SWP advisors and/or employeesCalendaring marketing-related events for travel of the SWP advisors and/or employeesCoordinating the process for podcasts monthly and one-off webinars and seminars/workshops that SWP hostsManaging email marketing campaigns including Constant Contact (sending firm related emails)Design and create a semi-annual newsletter for regular mailManaging SWPs social media presence including taking and editing individual and group photosManaging all LinkedIn firm Facebook and other social media pages managing any future similar online presenceCoordinating all ACR submissions for marketing relating materials (social media pages newsletters News & Notes blogvlog webinars podcasts articles website)Creating agendas and minutes for marketing meetingsMiscellaneous OperationsAttends various conferences and workshops as neededAttends all team meetings & retreats including the annual planning summitTrains and mentors other marketing and client relations associatesHandles other marketing and client relations roles during position vacancies or as neededInputs Marketing Team scorecard data into EOS tracking system currently a Plan of Work annually and/or if your position evolvesWhat You Bring:College Degree or equivalent experience5 years of relevant experienceStrong verbal and written communication skills; positive professional phone presenceExcellent attention to detail and ability to manage multiple priorities effectivelyProficiency in Microsoft Office (Word Excel Outlook SharePoint)A forward-thinking problem-solving mindset with the ability to anticipate client and team needsCustomer-first attitude and commitment to delivering exceptional serviceExperience in financial services or a similar client-facing role preferred