Location:
Kansas City, MO
Remote Status:
On-Site
Job Id: 4028
# of Openings: 1
Firm: Diversified Solutions
Overview:
Diversified Solutions , a leading firm in the financial services industry based in
Kansas City, MO , is seeking a motivated and creative
Marketing Coordinator
to join our dynamic team. In this key role, you’ll lead the execution of our marketing, branding, and client experience efforts. We are looking for someone who is organized, comfortable with technology, and professional when communicating with prospects and clients.
What You’ll Do:
Plan and execute client events, educational workshops and seminars
Develop and implement engaging and innovative content for firm’s website, email campaigns, newsletters, and social media platforms (Facebook, LinkedIn, and Google)
Manage marketing campaigns that drive engagement and growth
Create and maintain all marketing materials including brochures, handouts, signage, presentations, and digital assets
Monitor the performance of all lead funnels to gauge performance and ROI and make recommendations on how to improve marketing programs
Contact prospective clients from marketing campaigns and lead database
Schedule qualified prospects for consultations with financial advisors
Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
Follow up withTV, seminar, and digital leadsin a timely manner
Coordinate vendors, venues, timelines, and logistics
What We’re Looking For:
2+ years’ experience in a marketing role
Demonstrates strong proficiency and confidence working with technology platforms— especially Microsoft Office, CRM (Redtail), Canva, Snappy Kraken, and ChatGPT
Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
High degree of creativity, strong work ethic, and the ability to work at a fast pace
Demonstrates exceptional project management and organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
Skilled in building strong, trust-based relationships with clients
Comfortable making outbound calls
Collaborative team player and independent self-starter
High energy, positive attitude, and ability to accept and apply direction
Bonus Points:
Previous experience in the financial industry is a plus!
What You’ll Get:
$51k - $65k/year based on experience + bonus potential
PTO
Sick leave
Health insurance (50% employer paid)
Vision insurance
Long term disability (100% employer paid)
Life insurance
Disability and accident insurance
Traditional and Roth 401(k) with 3% employer match
Schedule:
In office: Monday – Friday, 8:30am – 5:00pm
Some evenings required for client events
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Marketing Coordinator - Kansas City, MO
Advisor Talent Solutions · Kansas City, MO, USA · Remote ·
- Pay:
- $51,000-$65,000/yr
- Job type:
- Full Time