Marketing and Practice Development Coordinator

Jambalaya Group • McKinney, TX

8d • $29 - $31

About The Position

Calander Wealth, a growing private wealth advisory practice of Ameriprise Financial Services, is seeking an organized, proactive Marketing and Practice Development Coordinator to support marketing initiatives and practice growth. The coordinator will manage campaigns and events, maintain prospect data, support relationships with professional referral partners, and help advisors follow through on growth opportunities. The role works closely with practice leadership, advisors, the client service team, and marketing vendors in a fast-paced, execution-driven, client-focused, collaborative environment centered on continuous improvement and long-term growth.

The initial focus is validating and cleaning up the prospect pipeline, documenting core workflows, and establishing a dependable cadence for content review, events, outreach, and reporting. Practice leadership will work with the coordinator to confirm priorities and measurable goals. The position is based in McKinney, Texas, and is full-time, non-exempt. Compensation is $28.85–$31.25 per hour, depending on relevant experience and qualifications.

Requirements

• Experience in marketing coordination, event planning, CRM administration, business development support, or a closely related role; two or more years preferred.
• Strong organization, attention to detail, and ability to manage several deadlines and shifting priorities.
• Clear written and verbal communication and dependable follow-through with prospects, vendors, and colleagues.
• Comfort working with CRM systems, reports, spreadsheets, and Microsoft 365.
• Willingness to learn new workflow tools, including Copilot.
• Ability to identify data issues, improve processes, and translate activity into useful reporting.
• Professional judgment, discretion with confidential information, and a client-service mindset.

Nice To Haves

• Financial services or wealth management experience.

Responsibilities

• Coordinate marketing vendors, branded materials, promotional items, revisions, approvals, and delivery timelines.
• Work with the social media vendor to review monthly content, gather photos and other assets, and coordinate posting schedules.
• Maintain the marketing calendar and translate annual practice goals into monthly activity priorities.
• Coordinate client and prospect events, including invitations, required approvals, distribution, campaign tracking, and follow-up.
• Research and contact centers of influence, such as accountants and attorneys; coordinate advisor meetings and track outreach, follow-up, and gifting.
• Complete prospect follow-up and assigned rollover outreach using approved processes; create tasks and route questions to the appropriate advisor or team member.
• Keep CRM leads, prospects, opportunities, and campaign records current, and help resolve duplicate, incomplete, or outdated information.
• Prepare updates for weekly marketing meetings covering prospect activity, meetings, campaign results, and progress toward practice growth goals.
• Document repeatable workflows with clear instructions, screenshots, and links to firm resources.
• Provide light client-care and administrative support as needed, including gathering information for routine service requests, phone coverage, message routing, and service-case follow-up.

Benefits

• $300 per month employer contribution toward medical coverage when enrolled in the company plan; eligible after 60 days.
• Dental and vision insurance.
• Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD).
• Flexible Spending Account (FSA) options, including Dependent Care FSA up to $5,000 pre-tax annually.
• Safe Harbor 401(k) with employer contribution; eligible after 6 months.
• Two weeks of Paid Time Off (PTO).
• Thirteen paid holidays annually.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed