Marketing Coordinator

Bluespring Wealth Partners•Morristown, NJ

29d

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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.
Track marketing activity and report results through Ninety.io or another scorecard system.
Develop and execute marketing strategies for SWP and associated brands.
Oversee relationships and expenses with marketing vendors together with the Office Manager.
Calendar speaking/writing engagements for SWP advisors and/or employees.
Calendar marketing-related events for travel of SWP advisors and/or employees.
Coordinate the process for podcasts, monthly and one-off webinars, and seminars/workshops that SWP hosts.
Manage email marketing campaigns, including Constant Contact (sending firm related emails).
Design and create a semi-annual newsletter for regular mail.
Manage SWP’s social media presence including taking and editing individual and group photos.
Manage all LinkedIn, firm Facebook, and other social media pages, and any future, similar online presence.
Coordinate all ACR submissions for marketing-related materials (social media pages, newsletters, News & Notes, blog, vlog, webinars, podcasts, articles, website).
Create agendas and minutes for marketing meetings.
Attend various conferences and workshops, as needed.
Attend all team meetings & retreats, including the annual planning summit.
Train and mentor other marketing and client relations associates.
Handle other marketing and client relations roles during position vacancies or as needed.
Input Marketing Team scorecard data into EOS tracking system, currently Ninety.io.
Implement a Plan of Work annually, and/or if your position evolves.