Wealth Management Marketing Coordinator

Make your mark. Working on the Wealth Management Marketing Team is a great way to experience the alignment of marketing strategy, demand generation and marketing technologies. Serving as a member of our team, the Marketing Coordinator will execute campaign, content and event strategies across industry and service line verticals. In this highly collaborative role, you will be the point of contact for assigned campaigns and marketing programs, initiating the creation of content, event execution and activation, working with our cross-functional marketing team, internal stakeholders, and external partners to launch a variety of experiential, content, and digital tactics.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Your role.

Your work will include, but not be limited to:

• Responsible for coordination and facilitation of task execution for a variety of marketing projects that result in successful completion of firm marketing strategies and programs.
• Supports the implementation of multi-channel campaigns designed to engage and nurture audiences and drive demand in support of practice area/firm goals. Tracks success of marketing campaigns and makes recommendations for improving results in future campaigns.
• Facilitates the distribution of digital communications, including setting up campaigns and marketing lists in CRM, securing approval of content and design from marketing team and relevant practice staff.
• Takes a lead role in the maintenance of our CRM system and other marketing technologies and tracks success of marketing campaigns and online activities through them and in conjunction with other data sources. Work with digital marketing team to distribute electronic alerts, including setting up campaigns and marketing lists in CRM, securing approval of content and design from marketing consultant and relevant practice staff. Maintains expert level of knowledge in CRM and capable of training practice staff in appropriate use of systems to support practice development efforts and tracks data and analytical details.
• Maintains the marketing and event calendar as well as sales enablement tools for assigned practice areas and communicates status to internal constituents.
• Creates and edits content for marketing campaigns. Includes writing or editing promotional copy (ads, social, e-mail) as well as image selection.
• Tracks and reports inbound and outbound sponsorship programs in support of growth goals and related costs.
• Supports data analysis and reporting around campaigns, promotional response, attendee acquisition, webinar platform, etc.
• Traffics workflows for marketing collateral and communications. Oversees edits, requested changes, and approvals.
• Submits graphic workflows to the design team for marketing collateral and communications. Oversees edits, requested changes, and approvals. Coordinates distribution of materials to appropriate web pages, offices and individuals. Website maintenance: Implements requested changes and edits to website and works with web team on assigned projects.
• Drafts social media, internal and external communications, and develops related technology workflows.
• Builds relationships with the wealth management marketing team, broader marketing team, and internal constituents to help execute on marketing plan and programming using firm technologies and resources.
• Traffics new work requests with team, coordinates with marketing team members to manage workflows in a timely fashion and multitasks on varying projects with varying deadlines.
• Aids in tracking and communicating sales enablement efforts in conjunction with the marketing and wealth management teams including ongoing reporting requirements.
• Traffics approvals on campaigns, projects and work with varying constituents including wealth management leaders and compliance.
• Participates in team meetings, department meetings and wealth management meetings that vary in location some requiring travel and overnight stays.
• Aids in coordinating, planning and implementation around assigned events and sponsorships - virtual or in-person. Organizing the production of branded items such as collateral materials and event signage. Maintains relationships with external partners/associations, acting as a point of contact for assigned practice areas. Negotiates sponsorship benefits, coordinates the activation and renewal of sponsorship programs, and key deliverables

The qualifications.

• Bachelor's Degree in Marketing, Journalism, Communications, Business Administration or other related subject area.
• 1-3 years of marketing experience.
• Excellent attention to detail.
• Excellent time management and organizational skills, with the ability to multitask multiple projects/tasks and re-prioritize as needed.
• Experience with CRM and marketing automation software a plus.
• Limited travel is required with this position.

Our difference.

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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Salary Class

Colorado hourly rate range is as follows:

Illinois hourly rate range is as follows: