Marketing Coordinator

Lead with Purpose. Partner with Impact. The Marketing Coordinator is responsible for planning, coordinating, and executing Synthesis Wealth Planning’s marketing initiatives across digital, print, events, client communications, and advisor visibility. This role works closely with firm leadership, advisors, compliance, vendors, and operations to ensure consistent branding, timely execution, and measurable marketing results.

Maintain a consistent annual marketing calendar, execute webinars, newsletters, podcasts, social media, and events on schedule, improve consistency and quality of SWP brand materials, ensure marketing materials are submitted, tracked, and approved through compliance, support advisor visibility through speaking, writing, and event opportunities, and track marketing activity and report results through Ninety.io or another scorecard system.

What You’ll Do:

Responsible for developing and executing marketing strategies for SWP and associated brands

Overseeing relationships and expenses with relation to marketing vendors together with Office Manager

Calendaring speaking/writing engagements for SWP advisors and/or employees

Calendaring marketing-related events for travel of the SWP advisors and/or employees

Coordinating the process for podcasts, monthly and one-off webinars, and seminars/workshops that SWP hosts

Managing email marketing campaigns, including Constant Contact (sending firm related emails)

Design and create a semi-annual newsletter for regular mail

Managing SWP’s social media presence including taking and editing individual and group photos

Managing all LinkedIn, firm Facebook, and other social media pages, managing any future, similar online presence

Coordinating all ACR submissions for marketing relating materials (social media pages, newsletters, News & Notes, blog, vlog, webinars, podcasts, articles, website)

Creating agendas and minutes for marketing meetings

Miscellaneous Operations

Attends various conferences and workshops, as needed

Attends all team meetings & retreats, including the annual planning summit

Trains and mentors other marketing and client relations associates

Handles other marketing and client relations roles during position vacancies or as needed

Inputs Marketing Team scorecard data into EOS tracking system, currently Ninety.io

Implements a Plan of Work annually, and/or if your position evolves

What You Bring:

College Degree or equivalent experience

5 years of relevant experience

Strong verbal and written communication skills; positive, professional phone presence

Excellent attention to detail and ability to manage multiple priorities effectively

Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint)

A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs

Customer-first attitude and commitment to delivering exceptional service

Experience in financial services, or a similar client-facing role preferred

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide)

401(k), health insurance, and a competitive benefits package

Work in a supportive, collaborative environment committed to professional excellence

Help clients navigate meaningful financial decisions with confidence

Opportunities for training, development, and long-term growth within the firm

Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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