Marketing Coordinator

Bill Good Marketing • The Woodlands, TX

7d

About The Position

Outlook Wealth Advisors is seeking a Marketing Coordinator to improve and evolve its established marketing operation. The firm has served retirees in The Woodlands, Texas, for 25 years. The role focuses primarily on event-driven marketing, including dinner workshops, educational seminars, and client appreciation events. The coordinator will plan and promote events and attend some events each year. Between events, the role manages email campaigns, the monthly newsletter, social channels, marketing performance tracking, and outside vendors. The coordinator will also evaluate the firm’s marketing systems and help determine what to retain, combine, or replace. Some inbound calls to pre-qualify event registrants are also part of the job.

The position is based in The Woodlands, Texas. Compensation is a base salary of $60,000 to $72,000, depending on experience, with an opportunity for a performance bonus of $15,000 to $20,000. Benefits include three weeks of combined vacation and sick time, most federal holidays plus additional days around Thanksgiving and Christmas, a 401(k), and medical benefits. The team has 12 people.

Requirements

• Real marketing coordination experience; this is not an entry-level role.
• Comfort with technology and genuine curiosity about marketing tools and systems.
• Strong attention to detail.
• Comfort working in a firm that markets intentionally and selectively to high-net-worth clients.
• Professionalism when discussing past employers.

Nice To Haves

• Experience with HubSpot, Constant Contact, or a similar email platform.
• Familiarity with Salesforce.
• A financial services background; this is not required.

Responsibilities

• Build and manage email workflows for prospects and clients; the current platform is HubSpot and is under evaluation.
• Plan and coordinate marketing events from start to finish, including occasional evening attendance.
• Manage the monthly newsletter from draft through delivery with the local print vendor.
• Keep social media channels active.
• Track marketing performance and report on what is working.
• Coordinate outside vendors to execute marketing deliverables.
• Take occasional inbound calls to pre-qualify event registrants.
• Evaluate existing marketing systems and help determine which to keep, combine, or replace.

Benefits

• Base salary of $60,000 to $72,000, depending on experience.
• Performance bonus opportunity of $15,000 to $20,000.
• Three weeks of combined vacation and sick time.
• Most federal holidays, plus extra days around Thanksgiving and Christmas.
• 401(k).
• Medical benefits.

What This Job Offers

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