Regional Market Engagement Coordinator - Marietta

Merit Financial Advisors • Marietta, GA

2d • Onsite

About The Position

The Regional Market Engagement Coordinator supports the Marietta office’s local client engagement, brand awareness, community presence, and business development efforts. This role works closely with office leadership, advisors, COIs, community partners, and the Merit Marketing team to ensure local initiatives are coordinated, professionally executed, and aligned with firm standards. This position is highly relationship- and execution-focused and ideal for someone who enjoys organization, local market engagement, and helping an office bring business development opportunities to life. The role is not intended to function as a local marketing department; instead, it supports local execution and coordination while partnering with the centralized Marketing team when campaigns, collateral, communications, event promotion, or branded materials are needed. The ideal candidate is proactive, highly organized, relationship-oriented, and comfortable representing Merit in the local market. This individual should be able to manage details, coordinate across stakeholders, support client and prospect experiences, and help strengthen the office’s presence with COIs, community partners, and other local referral relationships while maintaining clear alignment with Marketing’s centralized processes and standards.

Requirements

• Strong organizational and time management skills.
• Excellent attention to detail and follow-through.
• Ability to manage multiple projects and priorities simultaneously.
• Strong interpersonal and customer service skills.
• Excellent written and verbal communication skills.
• Working knowledge of event coordination, client engagement, community relations, referral partner support, and marketing operations in a professional services or regulated environment.
• Ability to collaborate effectively within a fast-paced, team-oriented environment.
• Ability to build trust with advisors, office leadership, COIs, community partners, and internal stakeholders while maintaining clear communication and strong follow-through.
• Proficiency with Microsoft Office applications.
• Bachelor's degree in Communications, Business, Public Relations, or a related field preferred.
• 1-3 years of marketing, communications, event coordination, or related experience.
• Experience supporting events or client-facing initiatives preferred.
• Familiarity with project management tools such as ClickUp, Monday.com, Asana, or similar platforms.
• Experience within financial services, professional services, wealth management, or a highly regulated industry is a plus.

Nice To Haves

• Experience within financial services, professional services, wealth management, or a highly regulated industry is a plus.

Responsibilities

• Coordinate local office needs, timelines, requests, and follow-through related to client engagement, brand awareness, relationship development, and business development initiatives.
• Coordinate day-to-day local market activities that support the Marietta office’s client engagement, referral partner development, community presence, and business development priorities.
• Track project status, deadlines, and deliverables while helping ensure projects move efficiently through creative, content, and compliance workflows.
• Provide local context, logistics, audience details, and office input when Marketing support is needed for emails, collateral, social content, landing pages, event promotions, or other campaign assets.
• Help connect local office priorities with the appropriate Marketing resources by clarifying needs, gathering required information, and supporting timely follow-up when Marketing involvement is required.
• Coordinate logistics and local relationship support for client events, prospect events, COI gatherings, referral partner meetings, sponsorships, community events, speaking engagements, and networking activities.
• Support onsite event execution as a local “right hand” resource, including setup, attendee management, advisor support, participant experience, photography coordination, issue resolution, and post-event follow-up coordination.
• Maintain and support relationships with COIs, community partners, local organizations, and referral sources by coordinating touchpoints, tracking follow-up needs, preparing advisors for meetings or events, and helping ensure the office remains visible and responsive in the local market.
• Coordinate attendee, prospect, and referral partner follow-up after events by helping organize next steps, routing leads or relationship notes to the appropriate team members, and ensuring timely communication in partnership with advisors, office leadership, Client Development Managers, and Marketing as appropriate.
• Assist with event reporting and documentation following completion of events.
• Serve as a primary local coordination and business development support resource for advisors and staff within the Marietta office.
• Assist advisors with local business development activities, event preparation, community engagement, relationship follow-up, and coordination of items that may require Marketing support.
• Coordinate requests for approved materials, presentations, event assets, and branded resources to ensure they are prepared, delivered, and used in alignment with firm standards and brand guidelines.
• Support advisor participation in community events, sponsorships, and business development activities.
• Support clear communication and follow-through on local initiatives by consolidating office priorities, clarifying deadlines and expectations, communicating project status, and helping ensure requests are routed appropriately.
• Maintain accurate project documentation, templates, and resources.
• Assist in gathering regional marketing metrics and reporting information.
• Monitor project workflows and follow up with stakeholders to ensure deadlines are met.
• Collaborate with the regional marketing team on planning, organization, and execution of regional marketing priorities.
• Maintain organized records of events, marketing assets, budgets, and vendor information.

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level