What are the responsibilities and job description for the Marketing Coordinator position at Allworth Financial?
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a $13 billion firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 100 RIA in 2020.
SUMMARY
Allworth Financial is looking for a candidate to take on a role of Marketing Coordinator within its marketing department.
The Marketing Coordinator is responsible for the day-to-day execution of future client marketing campaigns and lead generation activities for the target markets division.
This is a full-time position with hybrid work options from the following office location: Addison, Texas.
KEY RESPONSIBILITIES
- Build, test, and send future client emails
- Develop campaign tracking links for proper lead source tracking
- Create, test, and manage landing pages for campaigns and events
- Post organic social media content on company profiles, review comments, and trends
- Coordinate print jobs (quotes, timing, status) with vendor(s)
- Work with the internal team on pulling lists for campaigns
- Keep advertising campaigns and event calendars up to date for all target markets
- Manage collateral and promotional items inventory
- Prepare and distribute post-campaign and event lead generation reports, ensuring accuracy and efficiency
- Manage website updates as necessary
- Enter, manage, and track all projects in project management software
QUALIFICATIONS:
- High school diploma required
- Bachelor's Degree preferred in marketing, communications or a related field, but not required
- Minimum of three years of experience as a Marketing Assistant or Coordinator working with cross-functional teams
- Understanding of financial concepts preferred
- PC, Mac, and Microsoft Office proficient; Advanced level Excel and PowerPoint skills are ideal
- Have a thorough understanding of marketing automation software and CRM functionality
- Experience using Monday.com, Act-On, Acoustic, and Salesforce strongly preferred
- Excellent attention to detail
- Self-starter: ability to anticipate needs and act
- Keen ability to multi-task, adaptable to various competing demands, and excellent communication required
- Strong ability to take direction, but also exercise judgement and independent thought
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package including flexible work arrangements, paid time off, medical and other insurances, Retirement Benefit - 401K and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package including flexible work arrangements, paid time off, medical and other insurances, Retirement Benefit – 401K and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Most benefits are available to full time associates. Part Time or Intern associates may not be eligible for all benefits.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Salary : $13 - $0
