Marketing Coordinator (Wealth Mgmt Industry)
Right Executive Search, LLC, Wayne, Pennsylvania, United States, 19087
Hybrid (3-4 days in office) | Wayne, PA
Base: 50k-$60k plus performance-based bonus
About Our Client
Our client is a thriving family-owned retirement plan and wealth management advisory firm based in Wayne, Pennsylvania. In business for nearly 30 years, the firm delivers boutique-level service to both corporate retirement plan clients and personal wealth management clients. The firm manages approximately $700 million in assets across wealth management and 401(k) relationships, serves more than 70 corporate retirement plan clients, and supports over 25,000 plan participants nationwide. With an established brand and a strong growth trajectory, leadership has made a long-term commitment to investing in technology, digital infrastructure, and marketing as a core driver of firm growth. About the Marketing Coordinator Role
The Marketing Coordinator role is ideal for a B2B digital marketer seeking ownership, visibility, and the opportunity to make a measurable impact. This position supports both the wealth management and corporate retirement plan businesses and spans multiple areas of marketing, including lead generation, digital campaigns, content creation, branding, analytics, and sales enablement. The Marketing Coordinator reports directly to the Head of Marketing and works closely with sales leadership and senior management. Responsibilities may evolve based on individual strengths, with a clearly defined path for growth into a Marketing Director role. The ideal candidate has hands-on experience using marketing automation platforms (such as Act-On) to execute inbound and outbound campaigns and is comfortable operating in a regulated, professional services environment. Responsibilities of the Marketing Coordinator Role
Design and deploy outbound marketing campaigns using the firm’s marketing automation platform (Act-On) Create and distribute emails, landing pages, and digital marketing content Schedule and publish weekly blog articles Update website content quarterly with advisor-generated materials Create and manage social media content across multiple platforms Lead Generation and CRM Management
Identify and research B2B target prospects for the sales team Import, manage, and maintain lead and contact data within Salesforce Utilize data enrichment tools to maintain CRM accuracy and data integrity Brand Management
Maintain organization of all brand assets and marketing materials Support the continued development and expansion of the firm’s brand identity Inbound Marketing Strategy
Utilize Google Analytics, Google Ads, and Google Search Console to track performance Implement and optimize paid social and search strategies to attract qualified prospects Improve website SEO through keyword research and refinement of website copy Assist in implementing a video strategy for the website, advisor introductions, and client communications Create, update, and redesign sales and marketing materials, including slide decks, flyers, brochures, infographics, and sales follow-up email templates Collaborate with sales leadership to generate content aligned with firm services and industry trends Qualifications of the Marketing Coordinator Role
Bachelor’s degree in marketing or related major Minimum of 1 years of digital marketing experience (Internships included) Experience supporting lead generation and sales teams specifically in a B2B environment B2B marketing experience within financial services, professional services, or another regulated industry Proficiency with marketing and analytics tools, including: Also Required: Salesforce or another CRM Act-On or similar marketing automation platforms Google Analytics and Google Ads Strong organizational skills and exceptional attention to detail Ability to manage multiple priorities in a fast-paced environment Excellent written and interpersonal communication skills Self-starter who takes initiative and embraces learning and new challenges Adobe Express, Canva ChatGPT (AI), Vimeo, or similar tools An interest in the financial markets is a plus; Series 7 or 66 licenses, Salesforce Administrator certification, and Google Analytics or Ads certifications are also valued. What Our Client Offers
Base salary dependent on experience and qualifications ($50,000 to $60,000 annually) Company-paid health, dental, and vision insurance (Employee 100%) 401(k) plan with up to 3% company match, with investment management fees waived Generous PTO Flexible, hybrid work environment in an easy-to-commute, Class A office space Clear career progression with a potential pathway to Marketing Director Opportunity to join a thriving, family-owned wealth management firm with a strong growth trajectory Hands-on exposure to all facets of marketing within an RIA, including digital campaigns, branding, lead generation, analytics, and advisor support Direct access to senior leadership and the Head of Marketing, with ongoing mentorship and professional development Ability to make a visible, measurable impact on firm growth, brand awareness, and sales pipeline development Commitment from ownership to investing in marketing as a core driver of firm growth Collaborative, entrepreneurial environment where initiative and new ideas are encouraged Stable firm with a long track record and an established client base, combined with a forward-looking growth mindset Competitive base salary with bonus potential tied to marketing-driven revenue growth Hybrid work environment with flexibility and a supportive, close-knit team culture Keywords: 401k Marketing, Account-Based Marketing, Act-On, B2B Digital Marketing, B2B Lead Generation, B2B Lead Nurturing, B2B Marketing, B2B Sales Support, Brand Management, Business Development Support, Content Marketing, Corporate Retirement Plans, CRM Management, Demand Generation, Digital Marketing, Email Marketing, Financial Advisor Marketing, Financial Services Marketing, Funnel Management, Google Ads, Google Analytics, High Net Worth, HNW Clients, Inbound Marketing, Landing Pages, Lead Qualification, Lead Scoring, Lead Generation, Marketing Analytics, Marketing Automation, Marketing Coordinator, Outbound Marketing, Pipeline Development, Professional Services Marketing, Registered Investment Advisor, Regulated Industry Marketing, Relationship-Based Marketing, Retirement Plan Advisor Marketing, Retirement Plan Marketing, RIA Marketing, Sales Enablement, Salesforce CRM, SEO, Social Media Marketing, Social Media Strategy, Wealth Management Marketing
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Our client is a thriving family-owned retirement plan and wealth management advisory firm based in Wayne, Pennsylvania. In business for nearly 30 years, the firm delivers boutique-level service to both corporate retirement plan clients and personal wealth management clients. The firm manages approximately $700 million in assets across wealth management and 401(k) relationships, serves more than 70 corporate retirement plan clients, and supports over 25,000 plan participants nationwide. With an established brand and a strong growth trajectory, leadership has made a long-term commitment to investing in technology, digital infrastructure, and marketing as a core driver of firm growth. About the Marketing Coordinator Role
The Marketing Coordinator role is ideal for a B2B digital marketer seeking ownership, visibility, and the opportunity to make a measurable impact. This position supports both the wealth management and corporate retirement plan businesses and spans multiple areas of marketing, including lead generation, digital campaigns, content creation, branding, analytics, and sales enablement. The Marketing Coordinator reports directly to the Head of Marketing and works closely with sales leadership and senior management. Responsibilities may evolve based on individual strengths, with a clearly defined path for growth into a Marketing Director role. The ideal candidate has hands-on experience using marketing automation platforms (such as Act-On) to execute inbound and outbound campaigns and is comfortable operating in a regulated, professional services environment. Responsibilities of the Marketing Coordinator Role
Design and deploy outbound marketing campaigns using the firm’s marketing automation platform (Act-On) Create and distribute emails, landing pages, and digital marketing content Schedule and publish weekly blog articles Update website content quarterly with advisor-generated materials Create and manage social media content across multiple platforms Lead Generation and CRM Management
Identify and research B2B target prospects for the sales team Import, manage, and maintain lead and contact data within Salesforce Utilize data enrichment tools to maintain CRM accuracy and data integrity Brand Management
Maintain organization of all brand assets and marketing materials Support the continued development and expansion of the firm’s brand identity Inbound Marketing Strategy
Utilize Google Analytics, Google Ads, and Google Search Console to track performance Implement and optimize paid social and search strategies to attract qualified prospects Improve website SEO through keyword research and refinement of website copy Assist in implementing a video strategy for the website, advisor introductions, and client communications Create, update, and redesign sales and marketing materials, including slide decks, flyers, brochures, infographics, and sales follow-up email templates Collaborate with sales leadership to generate content aligned with firm services and industry trends Qualifications of the Marketing Coordinator Role
Bachelor’s degree in marketing or related major Minimum of 1 years of digital marketing experience (Internships included) Experience supporting lead generation and sales teams specifically in a B2B environment B2B marketing experience within financial services, professional services, or another regulated industry Proficiency with marketing and analytics tools, including: Also Required: Salesforce or another CRM Act-On or similar marketing automation platforms Google Analytics and Google Ads Strong organizational skills and exceptional attention to detail Ability to manage multiple priorities in a fast-paced environment Excellent written and interpersonal communication skills Self-starter who takes initiative and embraces learning and new challenges Adobe Express, Canva ChatGPT (AI), Vimeo, or similar tools An interest in the financial markets is a plus; Series 7 or 66 licenses, Salesforce Administrator certification, and Google Analytics or Ads certifications are also valued. What Our Client Offers
Base salary dependent on experience and qualifications ($50,000 to $60,000 annually) Company-paid health, dental, and vision insurance (Employee 100%) 401(k) plan with up to 3% company match, with investment management fees waived Generous PTO Flexible, hybrid work environment in an easy-to-commute, Class A office space Clear career progression with a potential pathway to Marketing Director Opportunity to join a thriving, family-owned wealth management firm with a strong growth trajectory Hands-on exposure to all facets of marketing within an RIA, including digital campaigns, branding, lead generation, analytics, and advisor support Direct access to senior leadership and the Head of Marketing, with ongoing mentorship and professional development Ability to make a visible, measurable impact on firm growth, brand awareness, and sales pipeline development Commitment from ownership to investing in marketing as a core driver of firm growth Collaborative, entrepreneurial environment where initiative and new ideas are encouraged Stable firm with a long track record and an established client base, combined with a forward-looking growth mindset Competitive base salary with bonus potential tied to marketing-driven revenue growth Hybrid work environment with flexibility and a supportive, close-knit team culture Keywords: 401k Marketing, Account-Based Marketing, Act-On, B2B Digital Marketing, B2B Lead Generation, B2B Lead Nurturing, B2B Marketing, B2B Sales Support, Brand Management, Business Development Support, Content Marketing, Corporate Retirement Plans, CRM Management, Demand Generation, Digital Marketing, Email Marketing, Financial Advisor Marketing, Financial Services Marketing, Funnel Management, Google Ads, Google Analytics, High Net Worth, HNW Clients, Inbound Marketing, Landing Pages, Lead Qualification, Lead Scoring, Lead Generation, Marketing Analytics, Marketing Automation, Marketing Coordinator, Outbound Marketing, Pipeline Development, Professional Services Marketing, Registered Investment Advisor, Regulated Industry Marketing, Relationship-Based Marketing, Retirement Plan Advisor Marketing, Retirement Plan Marketing, RIA Marketing, Sales Enablement, Salesforce CRM, SEO, Social Media Marketing, Social Media Strategy, Wealth Management Marketing
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