About The Position

The Partnerships & Marketing Coordinator builds and maintains relationships with partners, influencers, trading communities, and existing clients. The role supports partner and influencer outreach and onboarding, client communications, content creation and coordination, and events for clients and traders. It also tracks partnership, content, and event results and maintains contact and activity records in the CRM. Because the company is a regulated broker-dealer, all published content must be routed through compliance review and approved before publication. The position is based full-time in the Miami Beach office, Monday through Friday, with occasional evening events.

Requirements

  • Bachelor’s degree from a strong university program in marketing, communications, business, or a related field.
  • Up to two years of experience in marketing, partnerships, events, or client relations, including internships.
  • Excellent written and spoken English, with the judgment to adjust tone for different audiences.
  • Strong organization and ability to manage partners, content, and events without overlooking details.
  • Comfort building relationships and representing the firm in person and online.
  • Willingness to work full-time in the Miami Beach office, with occasional evening events.
  • Authorization to work in the U.S.

Nice To Haves

  • Experience in fintech, financial services, or another regulated industry where content goes through compliance review.
  • Familiarity with online trading communities and platforms such as X, YouTube, and Discord.
  • Hands-on event-planning experience.
  • Working knowledge of design and content tools such as Canva or Adobe, and a CRM.
  • Personal interest in markets and trading.

Responsibilities

  • Identify and research potential partners, including trading educators, influencers, communities, and complementary platforms.
  • Coordinate partner and influencer outreach, onboarding, and day-to-day communication.
  • Organize partner relationships, including agreements, deliverables, timelines, and follow-ups.
  • Learn the client base and communicate with traders using an appropriate voice and tone.
  • Support client touchpoints such as check-ins, announcements, and relationship-building outreach alongside the desk and leadership.
  • Help create and coordinate content for social media, email, the website, and partner channels.
  • Route content through compliance review and track approvals before publication.
  • Maintain a content calendar to support consistent visibility in the trading community.
  • Plan and run events for clients and traders, from small dinners to larger gatherings.
  • Coordinate the firm’s presence at industry conferences and trader events, including logistics, materials, invitations, and follow-up.
  • Track partnership, content, and event results, including which relationships and activities bring in new clients.
  • Keep contacts and activity current in the CRM and share simple reports with leadership.

Benefits

  • Opportunity to shape how a growing broker-dealer engages with the trading community.
  • Early exposure to partnerships, content, events, and client relationships while working alongside leadership.
  • Potential for the role to grow into a larger partnerships or marketing position as the firm grows.
  • Miami Beach office with a close-knit team.
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