Marketing Services Coordinator

Role Overview

• Serve as the primary point of contact for all inbound marketing requests submitted via the firm’s marketing intake form
• Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly
• Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action
• Gather missing information from requestors where needed before routing or executing
• Escalate requests that require team discussion, are complex, or come from VIPs
• Execute or coordinate execution of approved requests by selecting from a defined library of marketing solutions and templates
• Manage concurrent requests across advisor and business unit queues with accuracy and adherence to turnaround standards
• Coordinate with internal team members (design, digital, content, compliance) as needed to fulfill requests within SLA
• Maintain accurate status records for all open requests in the firm’s project management system (Asana)
• Build and maintain dashboards and intake reports that provide visibility into request volume, SLA performance, and recurring patterns
• Apply established scope, compliance, and resource policies to determine when a request can proceed as submitted, requires modification, or falls outside what marketing can support
• Communicate out-of-scope or non-compliant requests to stakeholders clearly and professionally, citing the applicable policy or guideline
• Escalate borderline or ambiguous requests to the appropriate marketing lead rather than making unilateral exceptions
• Document recurring scope issues and surface patterns to inform team process improvement
• Own and manage the firmwide Marketing resources intranet page
• Provide consistent, on-script status updates throughout the lifecycle of each request
• Manage stakeholder expectations professionally when timelines shift or requests require redirection
• Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support
• Represent the marketing team professionally in all written and verbal communication

Requirements

• 2–5 years of experience in a marketing operations, marketing coordinator, account services, project management or client services role
• Demonstrated ability to project manage multiple campaigns with high volumes of concurrent requests or projects with accuracy and professionalism
• Strong written communication skills — able to produce clear, professional stakeholder updates and policy-based responses
• Comfort working within defined processes and systems; not reliant on creative latitude to perform well
• Sound judgment to apply scope and compliance policies accurately, including the confidence to professionally decline or redirect requests that fall outside defined parameters
• Detail-oriented and organized; experience using a task management platforms (Asana, Monday.com, Workfront, or similar)
• Strong command of Excel and PowerPoint
• Proficiency with project management tools such as Asana, Monday.com or Jira.
• Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach
• Degree in Marketing, Communications, Business, or a related field a plus

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits