Marketing and Client Service Coordinator

Marketing and Client Service Coordinator Xponance Philadelphia, PA Job Details 3 hours ago Qualifications Customer communication Marketing automation tools Research Bachelor's degree AI-driven automation ChatGPT Full Job Description About Xponance Xponance is a distinguished, woman-led, employee-owned multi-strategy investment firm dedicated to revolutionizing access to alpha for clients and the broader investment community. Established in 1996, with $24.8 billion in assets under management as of 03/31/26, our firm specializes in global and non-U.S. equity investment strategies, employing a multi-manager framework that leverages the unique insights of entrepreneurial, emerging, and diverse managers within a proven strategic model. At Xponance, we are committed to driving innovation and delivering value to our clients and the broader investment landscape. Opportunity - Marketing and Client Service Coordinator Xponance is seeking a tech-forward Client Experience Coordinator to support its Durham, North Carolina Investment Platform across client service, data operations, marketing, and sales. This is a high-visibility role for an early-mid career professional who can combine investment-industry knowledge with strong technology skills—using organizational skills, data analysis, workflow automation, and AI tools to perform relevant work in support of the relationship management, operations, and marketing teams. This role is open to candidates at a range of experience levels with a strong interest in asset management, demonstrated motivation to learn, and proven technology skills. The Client Experience Coordinator will own and manage the

CRM, RFP/DDQ

content library, the client onboarding process, and the cadence of ongoing client communications and marketing materials, and will continually look for ways to automate, streamline, and improve these vital processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Branding, Content and Marketing Materials Collateral creation: Produce and update marketing materials collaborating closely with investment, distribution, and compliance teams.

Auditing :

Audit data, performance figures, and disclosures in presentation decks to ensure consistency and accuracy. Collaborate with client service, distribution, and investment teams.

CRM, RFP

& Client Service Operations CRM ownership : Serve as primary administrator of the industry-specific CRM; ensure data accuracy, systematic activity logging, and pipeline reporting for leadership.

• RFP/DDQ content library : Lead the refresh of the

RFP/RFI/DDQ

response library and own ongoing updates with input from Investments, Distribution, Risk, and Compliance teams; run post-RFP / bid debrief processes in conjunction with Distribution representative.

• Client Onboarding process quarterback: Coordinate kickoff calls, intake, IMA execution support, and welcome packages; track onboarding milestones and time-to-fund in the CRM in collaboration with Distribution / Client Service, Operations, and Investment teams.
• Client communications: Manage the reporting calendar, coordinate external database reporting, distribution platforms, customize formats per client, support meeting prep, and track ad hoc client inquiries.

Technology, Data Analysis & Workflow Automation Data analysis: Pull, clean, and analyze data from the CRM, performance systems, and client reporting tools; produce dashboards and ad hoc analyses that inform leadership decisions.

• AI tooling: Use AI tools to accelerate RFP drafting, content updates, competitive research, and client-meeting prep.

System integration:

Partner with Operations and Investments to connect the CRM, central data warehouse, and marketing tools, so data flows automatically into pitchbooks, factsheets, and consultant databases

QUALIFICATIONS

Education:

Bachelor's degree in marketing, Computer Science, Data Science, Math, or a related field. Recent graduates are encouraged to apply.

Experience:

1 - 3 years of relevant experience in institutional asset management. Recent graduates with prior asset management, wealth management, or financial services marketing/client service experience will also be considered.

• Technology skills (required): Hands-on experience and demonstrated use of AI tools (ChatGPT, Claude, Copilot) to accelerate work and workflow automation processes. Strong knowledge of the full suite of Microsoft products.
• Industry interest : Clear interest in and knowledge of asset management and the institutional sales cycle; willingness to learn investment products (public equity and fixed income) and performance reporting on the job. Understanding of trading platforms and operational workflows is a plus.

Skills:

Strong written and verbal communication, exceptional attention to detail, and the ability to coordinate multiple workstreams under critical deadlines for multiple team members.

Mindset:

Self-starter motivated to learn, who brings structure to fragmented processes and looks for ways to automate before doing things manually. SKILLS Exceptional attention to detail and organizational skills in a fast-paced, deadline-driven environment. Analytical mindset with a proactive, solutions-oriented approach to problem-solving. Strong interpersonal and communication skills with the ability to collaborate across teams and with external counterparties. High degree of integrity and professionalism when handling sensitive market and client information. Genuine interest in developing trading judgment, market expertise, and a deeper understanding of portfolio implementation. Candidates interested in the Business Operations Coordinator opening can forward a resume to: . Xponance is an Equal Opportunity Employer committed to diversity and inclusion in our workforce. If you are interested in applying for the position, please submit your resume to .