Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Marketing Traffic Coordinator serves as the operational hub of the Sound Income Group marketing department, managing the flow of projects from intake through final delivery. This role converts incoming requests into clear briefs, timelines, and actionable project plans while ensuring work moves efficiently across the marketing team.

Working across an 18-person team spanning creative, digital, video, copy, web, and client success functions, the coordinator oversees workflow, prioritization, and project coordination across multiple initiatives. Success in this role comes from creating structure, maintaining visibility into timelines and team capacity, and removing bottlenecks so the team can deliver high-quality work consistently and on schedule.

Key Responsibilities

Traffic Management & Workflow Ownership

Own the daily trafficking of work across the in-house creative and marketing team, including graphic design, copywriting, video production, digital, web, and content.
Review incoming project requests, clarify scope, gather requirements, and ensure projects are properly briefed prior to execution.
Evaluate urgency, complexity, dependencies, and team capacity to prioritize work across multiple concurrent projects.
Assign tasks based on timelines, team expertise, availability, and business priorities.
Lead daily and weekly traffic reviews to identify risks, resolve bottlenecks, and maintain forward progress on all initiatives.
Monitor project status and proactively adjust timelines, assignments, and priorities as business needs evolve.
Identify and manage compliance routing requirements, ensuring regulated materials follow the correct review process.

Project Management

Develop and manage end-to-end project plans from intake through delivery for marketing campaigns, advisor-facing collateral, video productions, events, vendor-supported initiatives, and special projects.
Define scope, milestones, deliverables, owners, dependencies, and deadlines within ClickUp.
Coordinate cross-functional collaboration between internal stakeholders, creative teams, vendors, and leadership.
Facilitate project kickoffs, status meetings, reviews, and follow-ups with clear next steps and accountability.
Monitor project health, flag risks early, and escalate issues to leadership when necessary.
Ensure projects remain aligned with business priorities while protecting quality and team capacity.

Process Creation & Continuous Improvement

Own the marketing department’s ClickUp workspace, including templates, automations, status flows, intake forms, and reporting dashboards.
Design and refine workflows, intake processes, prioritization frameworks, approval paths, and handoff procedures.
Develop standardized templates for recurring project types such as campaigns, events, video production, and advisor marketing collateral.
Identify inefficiencies or workflow gaps and implement improvements that enhance speed, clarity, and consistency.
Maintain and enhance dashboards, trackers, and reporting tools to support project visibility and performance.

Stakeholder Communication & Relationship Management

Serve as the primary coordination point for project communication across the marketing team, other internal departments, vendors, and advisor partners.
Set clear expectations regarding timelines, scope, dependencies, revisions, and delivery schedules.
Build collaborative working relationships with creative teams, compliance reviewers, department leaders, external vendors, and financial advisors.
Translate incomplete or ambiguous requests into actionable project plans.
Represent the marketing department professionally in all cross-departmental and external communications.

Quality Assurance & Delivery

Ensure all projects pass through required review and approval processes, including compliance reviews for regulated materials.
Coordinate with the proofreader and QA lead to support quality control across marketing deliverables.
Verify assets are accurate, on brand, complete, and formatted appropriately for the intended channel.
Route final deliverables to the appropriate leadership for approval prior to release.
Coordinate final delivery with internal teams and external vendors.

Requirements

Must-Have Qualifications

Background and Education:

Bachelor’s degree in Marketing, Communications, Project Management, or a related field preferred.
Minimum 3 years experience in a traffic coordinator, project manager, or marketing operations role within a creative agency or in-house marketing department.
Demonstrated experience managing multiple concurrent projects across creative disciplines, including design, copy, video, digital, print, and web.
Hands-on experience with ClickUp or comparable project management platforms (Asana, Monday.com).
Working knowledge of digital and print production workflows and asset handoff requirements.
Experience routing marketing materials through compliance or legal review processes preferred.
Project management certification is a plus.

Skills and Competencies:

Exceptional organizational and prioritization skills.
Strong process-building mindset with the ability to design and document workflows.
Excellent written and verbal communication skills.
High attention to detail and strong quality control instincts.
Calm, solutions-oriented, and resilient in a fast-paced environment.
Ability to influence and coordinate across teams without direct authority.
Comfortable managing deadlines, clarifying expectations, and maintaining accountability.

Physical & Work Environment Requirements

Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if/when necessary.
Routine use of telephone and email.
Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

100% employer-covered medical benefits and HRA account
Dental & vision plans
Generous PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company-provided laptop and required technology
Access to an on-site gym (free of charge)
Weekly vehicle detailing (at additional cost)

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

Marketing Traffic Coordinator

Key skills

About this role