Marketing & Communications Coordinator

Marketing & Communications Coordinator (Full-Time, Hybrid)
WDW Financial is looking for a Marketing & Communications Coordinator to manage the firm’s digital marketing and client communications. This role will take ownership of our email marketing, digital content, and marketing systems, helping us communicate clearly and consistently with both clients and prospective clients.

This position is a hybrid role. The position requires in-office presence 2-3 times per week in Richardson, Texas, with the remainder of the work completed remotely.

All required hardware and software will be provided.

Compensation

Full-time salary range: Negotiable.

Hybrid work environment.

Flexible schedule coordinated around marketing and communication needs

This position may develop into a full-time role after a few years as the firm continues to grow.

Work Structure

In-office time will include:

Running a weekly marketing meeting

Working with advisors and staff to generate content ideas

Collaborating on campaigns and client communications

Remaining hours may be completed remotely

Role Overview
The Marketing & Communications Coordinator will manage the firm’s digital marketing efforts and email communications. This includes writing and sending client emails, coordinating website updates, organizing campaigns, and maintaining marketing systems inside Salesforce.

You will work directly with advisors and leadership to turn ideas, insights, and client conversations into clear communications that go out to clients and prospects.

Responsibilities
Digital marketing

Manage the firm’s digital marketing channels

Coordinate updates to the firm website and landing pages

Help plan and execute marketing campaigns

Monitor website and campaign performance

Email communications

Plan and send client emails, newsletters, and announcements

Build and manage campaigns using Salesforce Marketing Cloud Growth Edition

Maintain and segment email lists

Track engagement and improve future campaigns

Content development

Write and edit marketing content and client communications

Work with advisors to develop educational and thought leadership content

Help turn internal ideas and discussions into clear written content

Maintain templates and reusable marketing assets

Marketing systems and data

Manage marketing campaigns and lists within Salesforce CRM

Work with Salesforce Data Cloud to support segmentation and targeting

Maintain marketing data and basic reporting

Help ensure campaigns and communications are organized and measurable

Qualifications

Bachelor’s degree in marketing, communications, or a related field

2-5 years of full-time digital marketing experience

Strong writing and editing skills

Experience managing email marketing campaigns

Experience working with Salesforce CRM

Familiarity with marketing automation platforms (Salesforce Marketing Cloud preferred)

Experience working with marketing data and segmentation

Knowledge of SQL is a strong advantage but not required

Organized, detail-oriented, and comfortable managing multiple projects

Experience working in wealth management or financial services is a plus but not required.

#J-18808-Ljbffr