Senior Marketing Coordinator

Sequoia Financial Group • Minneapolis, MN

6h • $65,000 - $80,000

About The Position

Sequoia Financial Group is a growing Registered Investment Advisor headquartered in Northeast Ohio that provides financial planning and wealth management services. The Senior Marketing Coordinator is a service-forward generalist and front-line connector between the Marketing and Communications (MarComm) team and Sequoia team members, particularly financial advisors and internal leaders. The role calls for professional judgment, independent work, teamwork, proactive communication, and the ability to anticipate needs and move work forward across teams and stakeholders.

The Coordinator handles marketing case intake and routing, connects colleagues with firm resources, supports strategic leads with action items, and helps deliver advisor-facing marketing support. The role also contributes to executive meeting preparation, communications and event materials, event logistics, template formatting, brand coordination, content and asset organization, and repeatable project workflows. The position requires occasional travel and may involve occasional movement or lifting of light equipment or furniture depending on location.

Requirements

• Bachelor’s degree in marketing, communications, or a related discipline.
• 3 to 5 years of experience in marketing, client services, communications, or a closely related field.
• Demonstrated experience in a service-oriented role with direct client- or advisor-facing responsibilities, and comfort initiating and managing conversations independently.
• Strong written and verbal communication skills, including the ability to independently draft polished internal communications, event updates, and stakeholder correspondence.
• Strong organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office, particularly PowerPoint, and comfort working with templates and translating content across formats.
• Proactive approach to work.
• Professional presence and ability to build strong working relationships across departments.
• Legal authorization to work in the United States full-time without requiring employer sponsorship to begin or continue employment.

Nice To Haves

• Experience in financial services, wealth management, legal, consulting, or another professional services environment.
• Background in internal or external event coordination.
• Familiarity with Asana, Salesforce, or similar project management and CRM platforms.
• Experience in communications, editing, or a content-adjacent role, including reviewing materials for clarity and completeness.

Responsibilities

• Serve as the primary contact for marketing case queue intake, triage requests, and coordinate responses with appropriate team members.
• Conduct brief scoping conversations with advisors and internal clients to clarify needs, gather context, and identify existing resources before referring work for manager assignment when needed.
• Connect advisors and channel leads with resources in the firm’s content library and Box file system, and help resolve advisor FAQs in coordination with the Marketing Coordinator.
• Support advisor-facing marketing needs, including individual deck requests, brand-compliant materials, and event communications.
• Support MarComm leadership with quarterly executive leadership preparation, asset gathering, meeting preparation, and follow-up action-item tracking.
• Draft and prepare general MarComm assets with strategic leads, including communications, event materials, and supporting documents.
• Support internal and external events through materials preparation, printing coordination, name tags, asset fulfillment, and pre-meeting groundwork.
• Draft and route stakeholder communications, including event registration updates, status emails, and internal follow-ups.
• Support designated event and sponsorship requests with registration and invitation materials, ordering and fulfillment, and follow-up communications.
• Manage repeatable event logistics for integrations and work with MarComm operations team members to capture them in templates for scalable workflows.
• Apply MarComm best-practice standards to assets and communications.
• Format materials using established templates, including transferring content from Word or other formats.
• Support version control and asset library management across Box and the firm’s resource library, helping keep materials current, accessible, and organized.
• Develop working fluency in Asana to support basic project tracking, task updates, and template use, and execute repeatable workflows independently.
• Cross-train with the Marketing Coordinator on key workflows to ensure coverage and continuity.

What This Job Offers

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