Marketing Coordinator

Kestra•Morristown, NJ

78d

About The Position

The Marketing Coordinator plans, coordinates, and executes Synthesis Wealth Planning’s marketing initiatives across digital and print channels, events, client communications, and advisor visibility. The role works closely with firm leadership, advisors, compliance, vendors, and operations to maintain consistent branding, timely execution, and measurable results. The coordinator maintains an annual marketing calendar; delivers webinars, newsletters, podcasts, social media, and events on schedule; improves the consistency and quality of brand materials; coordinates compliance review and approval of marketing materials; supports advisor speaking and writing opportunities; and reports marketing activity through Ninety.io or another scorecard system. The position develops and executes marketing strategies for SWP and associated brands; coordinates vendors and related expenses with the Office Manager; schedules advisor engagements and marketing-related travel; manages email campaigns, newsletters, and social media; and coordinates ACR submissions for marketing materials. It also includes meeting support, conference and retreat attendance, mentoring other marketing and client relations associates, covering related roles when needed, entering scorecard data, and implementing an annual Plan of Work or updating it as the position evolves.

Requirements

College degree or equivalent experience.
Five years of relevant experience.
Strong verbal and written communication skills and a positive, professional phone presence.
Excellent attention to detail and ability to manage multiple priorities effectively.
Proficiency in Microsoft Office, including Word, Excel, Outlook, and SharePoint.
Forward-thinking, problem-solving mindset and 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.

Responsibilities

Develop and execute marketing strategies for SWP and associated brands.
Oversee marketing vendor relationships and expenses in coordination with the Office Manager.
Calendar speaking and writing engagements for SWP advisors and/or employees.
Calendar marketing-related events and travel for SWP advisors and/or employees.
Coordinate podcasts, monthly and one-off webinars, and seminars or workshops hosted by SWP.
Manage email marketing campaigns, including sending firm-related emails through Constant Contact.
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 LinkedIn, the firm’s Facebook page, other social media pages, and similar future online presence.
Coordinate ACR submissions for marketing materials, including social media pages, newsletters, News & Notes, blogs, vlogs, webinars, podcasts, articles, and the website.
Create agendas and minutes for marketing meetings.
Attend conferences and workshops as needed, and attend team meetings, retreats, and the annual planning summit.
Train and mentor other marketing and client relations associates.
Handle other marketing and client relations roles during vacancies or as needed.
Enter Marketing Team scorecard data into the EOS tracking system, currently Ninety.io.
Implement a Plan of Work annually and/or when the position evolves.