Marketing Coordinator

Kestra • Morristown, NJ

30d

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
• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

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
• Developing and executing marketing strategies for SWP and associated brands
• Overseeing relationships and expenses with relation to marketing vendors together with Office Manager
• Calendaring speaking/writing engagements for SWP advisors and/or employees
• Calendaring marketing-related events for travel of the SWP advisors and/or employees
• Coordinating the process for podcasts, monthly and one-off webinars, and seminars/workshops that SWP hosts
• Managing email marketing campaigns, including Constant Contact (sending firm related emails)
• Design and create a semi-annual newsletter for regular mail
• Managing SWP’s social media presence including taking and editing individual and group photos
• Managing all LinkedIn, firm Facebook, and other social media pages, managing any future, similar online presence
• Coordinating all ACR submissions for marketing relating materials (social media pages, newsletters, News & Notes, blog, vlog, webinars, podcasts, articles, website)
• Creating agendas and minutes for marketing meetings
• Attends various conferences and workshops, as needed
• Attends all team meetings & retreats, including the annual planning summit
• Trains and mentors other marketing and client relations associates
• Handles other marketing and client relations roles during position vacancies or as needed
• Inputs Marketing Team scorecard data into EOS tracking system, currently Ninety.io
• Implements a Plan of Work annually, and/or if your position evolves

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree