Job Description
ROLE•Marketing Coordinator
LOCATION
•Alpharetta, GA WORK TYPE
•Full-Time | In-Office ABOUT THE ORGANIZATION
Independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA Manages over $400 million in assets for high-net-worth individuals, couples, and families Provides financial and retirement planning services including wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services Serves business owners, executives, professionals, and independent women with $1M+ in savings Collaborative workplace where every team member contributes to meaningful client impact ROLE PURPOSE
Develop and execute marketing initiatives across multiple channels Own the strategy and execution of client and prospect events Strengthen relationships, elevate brand presence, and drive new business growth KEY OUTCOMES
DRIVING GROWTH THROUGH MARKETING & EVENTS
Build brand awareness and generate qualified leads through multi-channel campaigns Deliver client appreciation and prospect events that deepen relationships Grow digital presence across web, email, and social channels Measure and optimize marketing and event ROI using data-driven insights Maintain consistent and professional brand voice across all communications SKILLS & EXPERIENCE NEEDED
Education Bachelor's Degree in Marketing, Communications, Business, or related field preferred Experience 4-7 years of experience in marketing and event management Proven track record of executing campaigns and managing events end-to-end Technical Experience with CRM and marketing automation tools (e.g., HubSpot, Salesforce, Redtail, Wealthbox) Familiarity with analytics tools (Google Analytics, social media insights, email dashboards) Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) Creative Strong copywriting and editing skills Ability to adapt tone and voice for different audiences Experience with Canva or Adobe Creative Suite is a plus Digital Working knowledge of SEO, paid social, and digital advertising Delivery Highly organized, detail-oriented, and process-driven Strong project management skills to handle multiple campaigns and events Communication Excellent written and verbal communication skills Ability to collaborate with leadership, advisors, vendors, clients, and prospects Character High integrity and professionalism in a client-facing environment DUTIES & RESPONSIBILITIES
MARKETING Plan, execute, and measure multi-channel marketing campaigns Develop content strategies across email, social media, website, and blog Manage marketing calendar and ensure timely campaign execution Track, analyze, and report campaign performance; optimize based on insights Collaborate with leadership to define messaging and brand positioning Write, edit, and proofread marketing content (emails, landing pages, social posts, newsletters) Manage CRM and marketing automation (segmentation, workflows, nurture campaigns) Coordinate with vendors, designers, and agencies for creative assets Monitor social media engagement and grow digital presence Support SEO and paid advertising efforts Maintain brand consistency across all communications Ensure compliance with industry and regulatory guidelines DUTIES & RESPONSIBILITIES
EVENTS Own strategy and execution of client events, prospect events, and seminars Manage end-to-end event lifecycle (concept, venue, promotion, logistics, execution, follow-up) Handle event budgets, vendor coordination, and timelines Partner with advisors to identify relationship-building opportunities Track event ROI and engagement metrics Deliver a professional and welcoming client experience Build relationships with venues and vendors COMPENSATION & BENEFITS
Paid time off and company holidays Health plan options available 401(k) with employer contribution after eligibility Relocation assistance available for qualified candidates Standard Monday-Friday, in-office schedule HOW TO APPLY
Submit resume for consideration Candidates aligned with the role will be contacted for next steps EQUAL OPPORTUNITY EMPLOYER
Committed to diversity and inclusion All qualified applicants will receive consideration without regard to protected characteristics
