Marketing Coordinator – Wealth Jobs

Working with one of the top financial clients this role calls for a Marketing Coordinator – Wealth who will be responsible for working with internal and external partners on creative development and adaptation, approvals and translation requirements for all customized marketing materials and promptly responding to all marketing requests. This candidate will maintain files and internal intranet pages, reporting and analytics, develop training materials and will be accountable for supporting the team that helps Investment Advisors grow their business.

Responsibilities:

• Ensure timely completion of marketing requests.
• Oversee proper maintenance of records of all projects, ensuring accuracy, completeness and in a manner that complies with regulatory and audit requirements.
• Track performance of executed programs, delivering insights and recommendations for continuous improvement
• Support the development of strategic Firm-wide marketing campaigns, by working with other marketing partners to execute campaigns.
• Regularly update and create posted marketing material on the intranet;
• Collaborate with internal partners (i.e. regional business leaders, graphic designs, translation, legal, compliance, regulatory, enterprise brand team) and external partners (i.e. agencies) to ensure timely and high-quality delivery of projects within budget.
• Support the development, implementation and execution of marketing requests for clients’ Private Wealth Professionals.
• Support regional marketing campaigns ensuring adherence to client’s branding guidelines
• Manages various external vendor relationships as required

Desired Skill Set:

• Proactive, resourceful and self-motivated
• Project management and ability to manage multiple business priorities at once
• Proven problem-solving, negotiation and decision-making skills
• Superior interpersonal, relationship-building and collaboration skills with peers
• University Degree in Business
• Must be able to work in a team environment with a multi-disciplinary group
• Marketing Background
• Strong written/oral skills
• Creative evaluation skills to deliver appropriate feedback on marketing materials

Nice To Have:

• Experience working in Customer Service roles
• Exposure to Financial Wealth Management

BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.