What are the responsibilities and job description for the Marketing Coordinator position at Bluecrest Financial Alliances?
We are seeking a detail-oriented and proactive Marketing Coordinator to support our growing firm. This role is ideal for a creative and organized professional with strong organizational skills and a passion for marketing, brand management, and client communication. Tin this role, you will work closely with our leadership team and financial advisors to implement marketing initiatives that drive growth, deepen client engagement, and enhance brand visibility.
Key Responsibilities:
• Train, assist, and coach advisors in developing and implementing their respective marketing plans, including the use of approved tools and programs.
• Assist with the creation of marketing collateral, presentations, and communication templates for advisors.
• Manage and update Bluecrest’s website, ensuring content is current and relevant.
• Assist in maintaining Bluecrest’s marketing plan and calendar to align with key initiatives.
• Develop and schedule content for social media, email newsletters, and websites.
• Coordinate marketing efforts for events such as financial workshops & webinars, networking events, and conferences.
• Maintain brand integrity across all platforms, ensuring adherence to compliance standards.
• Create integrated marketing campaigns to grow the firm’s online presence across platforms like LinkedIn, Facebook, and Instagram.
• Participate in monthly marketing and digital strategy meetings and communicate updates to internal stakeholders.
• Stay up to date with the latest trends, tools, and resources in financial marketing.
• Assist advisors in selecting and developing appropriate marketing tools for target markets, including letters, articles, and bulletins.
• Track performance measures for monitoring the results of marketing programs, tracking progress regularly, and recommending necessary adjustments for improvement.
Qualifications & Skills:
• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 1-3 years of experience in marketing, preferably in the financial services industry.
• Strong written and verbal communication skills.
• Proficiency in marketing tools such as Canva, Adobe Creative Suite, HubSpot, or similar platforms.
• Familiarity with website management and SEO best practices.
• Experience with social media management and email marketing platforms.
• Highly organized with the ability to manage multiple projects and deadlines.
• Strong analytical skills with attention to detail.
• Ability to work independently and as part of a team.
Preferred Qualifications:
• Knowledge of financial planning and investment concepts.
• Experience with graphic design tools
• Experience with Google Analytics and CRM systems.
• Event planning experience.
Benefits:
• Competitive salary and performance-based incentives.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Professional development opportunities.
• Flexible work environment.
If you are a motivated marketing professional looking to make an impact, we invite you to apply for this exciting opportunity!
