Marketing Coordinator - Kansas City, MO

Advisor Talent Solutions•Kansas City, MO

9d•$51,000 - $65,000•Onsite

About The Position

Diversified Solutions, a financial services firm based in Kansas City, Missouri, is seeking a Marketing Coordinator to lead the execution of its marketing, branding, and client experience efforts. The role involves creating and managing marketing campaigns and materials, organizing client events and educational programs, and monitoring lead-funnel performance. The coordinator also contacts prospective clients, schedules qualified prospects for consultations with financial advisors, maintains records in the Redtail CRM, and coordinates event vendors and logistics. The position is in office Monday through Friday, 8:30 a.m. to 5:00 p.m., with some evenings required for client events. Compensation is $51,000–$65,000 per year based on experience, with bonus potential. Advisor Talent Solutions presents the role but is not the employer; the hiring business would employ the selected candidate.

Requirements

At least 2 years of experience in a marketing role.
Strong proficiency and confidence with technology platforms, especially Microsoft Office, Redtail CRM, Canva, Snappy Kraken, and ChatGPT.
Ability to execute online and offline marketing campaigns, with strong attention to detail.
Creativity, a strong work ethic, and ability to work at a fast pace.
Strong project management and organizational skills, including managing multiple requests and prioritizing time-sensitive tasks.
Ability to build strong, trust-based relationships with clients.
Comfort making outbound calls.
Collaborative team player who can also work independently.
High energy, positive attitude, and ability to accept and apply direction.

Nice To Haves

Previous experience in the financial industry.

Responsibilities

Plan and execute client events, educational workshops, and seminars.
Develop and implement content for the firm's website, email campaigns, newsletters, and social media platforms, including Facebook, LinkedIn, and Google.
Manage marketing campaigns intended to drive engagement and growth.
Create and maintain marketing materials, including brochures, handouts, signage, presentations, and digital assets.
Monitor lead-funnel performance and return on investment, and recommend improvements to marketing programs.
Contact prospective clients from marketing campaigns and the lead database.
Schedule qualified prospects for consultations with financial advisors.
Maintain accurate documentation and detailed client notes in the Redtail CRM system.
Follow up promptly with television, seminar, and digital leads.
Coordinate vendors, venues, timelines, and event logistics.