Marketing Quality Assurance Coordinator

Department: Strategic Marketing and Communications – Client Success
Reports to: Director of Client Success
Location: Overland Park, KS (Onsite role)
Type: Full-Time, Non-Exempt

Elevate Your Career at CreativeOne!
Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we blend
collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on
being a nationally recognized leader, devoted to empowering independent financial advisors with superior services.

We’re Building a Better Financial Future, Together
We take immense pride in our work and are in search of like-minded individuals who are eager to make a
significant impact. If you are ready to be a part of a team that’s shaping the future of financial services, we would
love to hear from you.

Position Summary:
If you're the kind of person who spots a typo from across the room, lives by checklists, and gets real satisfaction
from keeping things organized and error-free — this role was made for you.
We’re looking for a Marketing Quality Assurance Coordinator to help ensure the work we deliver to clients is
polished, compliant, and correct. You'll be responsible for double-checking marketing deliverables, submitting
assets for compliance review, updating templated materials with client-specific info, and relaying final changes
across teams. You’ll be a key part of making sure nothing slips through the cracks — and that every piece of work
we send reflects the high standards our clients expect from us.

This is a great role for someone early in their career who is process-driven, detail-obsessed, and excited to learn
how marketing, compliance, and production come together.

What You’ll Do:

• Review final deliverables (emails, ads, whitepapers, landing pages, etc.) for typos, formatting errors,

• Submit content to compliance partners (such as FINRA reviewers) and track approvals, timelines, and

• Relay compliance feedback to the right internal teams (Creative, Paid Media, Web, Media) and follow up

• Make simple updates based on compliance feedback (e.g., fixing phrasing, adding disclosures, adjusting

• Customize templated materials by adding advisor-specific information like names, logos, contact info,

• Organize and maintain internal records of approvals, feedback, and final deliverables.

• Act as the final checkpoint before anything reaches a client — helping protect our reputation and our

Preferred Qualifications:

• Bachelor’s degree in Marketing or related field and/or commensurate experience

• 1–2 years of experience in marketing, project coordination, QA, compliance, or related roles (internships

• Incredible attention to detail — you catch what others miss.

• Strong organizational skills and the ability to stay on top of multiple projects at once.

• Solid written communication skills — you can relay feedback clearly and professionally.

• A collaborative mindset and confidence working across teams.

• Familiarity with project management tools (like ClickUp, Asana, or similar) is a plus.

• Experience in financial services, advertising, or compliance is a bonus but not required.
• Expert proficiency in Microsoft Office Suite (Work, Excel, PowerPoint)
  

Why This Role Matters:

Our clients count on us to deliver high-quality, error-free work — and this role plays a big part in making that
happen. You’ll be the last set of eyes before we hit send, ensuring everything we deliver is accurate, professional,
and compliant. You’ll also help take work load off the Client Success team so they can focus on strategy and
service.

What You’ll Gain:

• Exposure to marketing production, compliance processes, and cross-functional project management.

• Opportunities to grow into project coordination, operations, or compliance-focused roles.

• A team that values precision, accountability, and continuous improvement.

• A mission-driven company with a strong reputation in the financial services and marketing space.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step

account of the way each task is to be performed. Employees may receive other job-related instructions and be required to

perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide

reasonable accommodation to qualified individuals with disabilities.
CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits

discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status,

genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by

federal, state or local laws.

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