Marketing Coordinator

Bill Good Marketing • The Woodlands, TX

11d • $60,000 - $72,000

About The Position

Outlook Wealth Advisors is seeking a Marketing Coordinator to improve and evolve its established marketing operations. 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, occasionally in the evening.

Between events, the Marketing Coordinator will manage email campaigns for prospects and clients, oversee the monthly newsletter with a local print vendor, maintain social media channels, and track marketing performance. The role also has a meaningful part in evaluating the firm’s marketing tools and systems and recommending what to retain, combine, or replace. The position requires prior marketing coordination experience and is not entry-level.

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 to high-net-worth clients.
• Professional communication about past employers.

Nice To Haves

• Experience with HubSpot, Constant Contact, or a similar email platform.
• Familiarity with Salesforce.
• Financial services background; it is not required, and industry specifics will be taught.

Responsibilities

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

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 leave.
• Most federal holidays, plus additional days around Thanksgiving and Christmas.
• 401(k) and medical benefits.
• A 12-person team.

What This Job Offers

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