Sr. Marketing Coordinator: West Region

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Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with over $27B in AUM. We have more than 350 employees serving clients from 23 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary

The Senior Marketing Coordinator, working closely with both the National Strategic Growth and Marketing Manager and Chief Marketing Officer, will be responsible for assisting on executing the full scope of marketing and growth initiatives for the West region from event management, strategic direction, content creation, data analytics and regular reporting to leadership on results.

This individual will aid advisors and other regional leaders in seeking and creating new business development opportunities. They will also be an important member of the team in building the firm’s reputation with the purpose of enhancing growth of the Firm. As the Senior Marketing Coordinator for the West region, they will help represent the brand and serve as the main marketing contact for their assigned region. The job responsibilities will evolve as business needs change.

Through their actions, this individual will actively help aid in enhancing Wealthspire West’s overall brand awareness, our public relations efforts, our community relationships, our thought leadership presence, and our social media reach. They will help create awareness of the firm’s activities, specialties and unique points of view on topics of current interest, while working on other aspects of our marketing programs and positioning.

Responsibilities

• Work with Strategic Growth and Marketing Manager and other leaders across the West region to understand local landscape and help create appropriate strategies for growth and lead generation
• Brainstorm and organize West region events for clients, centers of influence and prospects
• Coordinate with greater marketing team and external vendors to execute various campaigns and fulfill advisor requests
• Serve as a centralized regional resource for staff in providing training on marketing functions, strategies, and resources, working with marketing team to curate educational resources
• Work with regional staff to fulfill client communication, gifting, and engagement needs
• Track success of local marketing plans and individual campaigns with support of marketing team in identifying key metrics
• Collaborate and help identify unique campaign opportunities and developing materials and messaging appropriate to key audiences
• Work with external vendors to provide client event support across the region
  
  
  

Requirements

• 1-3 years of experience in marketing, ideally with specific experience as a coordinator on a small team
• Track record of assisting build tailored marketing plans across geographies or target audiences
• Experience with various marketing functions including email marketing, social media management, and material design to produce comprehensive support to local office teams
• Experience with creation of client or stakeholder communications, preferably via email
• Additional Experience (Not Required, but a Plus)
• Previous experience with ownership of multiple complex campaigns under tight deadlines
• Experience either with corporate branding or graphic design
• Experience with HubSpot and Salesforce
• Experience in the Wealth Management Industry
• 15% travel is required for this position
  
  
  

Diversity, Equity, Inclusion, and Belonging

We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business
  
  
  

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP, an Aon Company, and Wealthspire are proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The salary range for this position is $70,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.