What are the responsibilities and job description for the Marketing Coordinator position at Advisors Excel?
Position: Marketing Coordinator
Department: AE Wealth Management
Reporting to: Senior Director of Marketing
Location: Topeka, KS - Onsite
Overview:
Do you have a passion for marketing and want to make a real difference? AE Wealth is searching for a Marketing Coordinator to support our Wealth Management Marketing & Sales teams.
In this role, you'll support key initiatives to retain our advisors by keeping them informed of industry updates and developments. You will collaborate with teams across the division to coordinate strategies, deliver outstanding service, and ensure smooth execution of projects that drive results. If you're organized, adaptable, and ready to be a vital part of our success, we want you on our team!
What you’ll do:
- Collaborate with the Senior Director of Marketing and Wealth Management Teams to execute marketing strategies, projects, and programs
- Coordinate and support the creation and execution of marketing campaigns, including digital communications, webinars, and events
- Manage project timelines and scheduling for copywriting, design, compliance, and production tasks, ensuring timely project completion
- Audit and update websites in collaboration with internal teams and corporate marketing, ensuring content is accurate and revisions are implemented promptly
- Distribute marketing materials, maintain content libraries, and ensure inventory management of marketing supplies
- Assist with research, data gathering, and preparation for assigned projects
- Proof design projects, resolve errors, and handle revision requests to ensure high-quality output
- Maintain shared project updates in project management system to track progress and approvals
- Coordinate print orders and work with print vendors on production-related questions
- Facilitate ongoing project plans, such as rebalance communications, compliance notices, and other recurring communications
- Provide logistical support for conferences and events
- Support the Director on special projects as needed
Experience you’ll bring:
- Self-driven and resourceful, with a proven ability to identify solutions, take initiative and deliver results
- Strong problem-solving skills with a high attention to detail
- Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
- Basic experience using visual design tools (Canva or similar tools)
- Excellent written and verbal communication skills, with the ability to build rapport across all levels of the organization
- Ability to work independently and collaboratively in a fast-paced environment while managing multiple projects
- Demonstrates professionalism, respect for colleagues at all levels, and consistently contributes to a positive team dynamic
Bonus Points:
- Experience in project management or familiarity with project management tools
- Proficiency with email marketing platforms such as Constant Contact
- Familiarity with print production processes and working with external vendors
- Comfortable leveraging AI tools to enhance efficiency, while balancing them with critical thinking and human insight
What you’ll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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