Practice Marketing Coordinator
Core
Foundational role supporting the operational and administrative infrastructure of a practice marketing team for wealth management advisors.
Role type
Marketing Coordinator (Administrative & Project Support)
Builds
Marketing engagement quality and consistency across advisor practices
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Project management, CRM operations, multi-stakeholder coordination, Asana, HubSpot, Microsoft Office
Preferred skills
Marketing automation, Salesforce, wealth management landscape knowledge
Responsibilities
Manage day-to-day Asana workstreams and project tracking; Coordinate scheduling and logistics for advisor calls and internal meetings; Maintain Marketing Content Library and support onboarding; Support email campaign deployment and list hygiene; Assist with ad hoc reporting and data extraction from HubSpot/Asana.
Seniority
Mid-level, hands-on IC