Associate or Senior Associate Marketing Coordinator

You will coordinate marketing-led and cross-functional projects from initiation through completion. You will manage timelines, stakeholder input, deliverables, documentation, review workflows, distribution lists, and recurring meetings. You will also support reporting, vendor coordination, workflow monitoring, and process improvements.

Responsibilities

• Support marketing projects from initiation through completion
• Coordinate campaign logistics across email, advertising, web, thought leadership, and social channels
• Serve as an initial point of contact for incoming marketing requests
• Review project requests to clarify objectives, timelines, and requirements
• Help assign and schedule projects to balance workload and priorities
• Track project timelines, deliverables, and next steps
• Maintain project documentation, including calendars, briefs, timelines, status updates, meeting notes, and archived deliverables
• Coordinate and maintain Salesforce distribution lists, audience segmentation, and contact data
• Communicate project updates, milestones, and changes to stakeholders and escalate risks or delays
• Route materials through review and approval channels
• Maintain version control and review history for project materials
• Coordinate recurring marketing meetings and cross-functional project tracking
• Centralize coordination for high-priority and complex marketing initiatives
• Identify workflow, process, and collaboration improvements
• Support marketing operations reporting on project status, capacity, and resources
• Liaise with vendors, agencies, and platform partners to support campaign execution
• Monitor workflow performance and recurring bottlenecks
• Recommend process and tool enhancements

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field
• 3–5 years of relevant experience in marketing, communications, project coordination, or a related field
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills
• Proficiency with Asana, Monday.com, Microsoft Teams, and SharePoint
• Proficiency with Salesforce or a similar CMS platform
• Ability to support marketing initiatives across wealth and institutional segments

Benefits

• Medical, dental, and vision coverage
• 401(k) with immediate vesting and employer match
• Profit sharing
• Flexible spending accounts
• Paid parental leave, including adoption
• Paid time off
• Commuter benefits
• Employer-paid short- and long-term disability insurance
• Employer-paid life insurance
• Additional voluntary benefits