Marketing Coordinator with a Get It Done Approach

Marketing Coordinator

Montville, NJ

At Green Ridge Wealth Planning, our independent financial planning firm, our people are our business. In this positive work environment, we treat our clients and team like family, inspire individuality, value project driven collaboration and think like entrepreneurs.

Green Ridge’s passion is helping open-minded entrepreneurs turn uncertainty around their businesses into clarity, confidence and a personalized financial plan through a proven, guided process. We are on a mission to guide 1000 entrepreneurs to a successful exit and freedom to enjoy their success.

We live by these core values:

Family First (Team & Clients) - We treat both our clients and team members like family, showing up with care, attention, and a help-first mindset.

Intentionally Bold - We think like entrepreneurs—free, non-conventional thinkers who challenge the norm and keep it real.

No Eeyores - Good vibes only. We’re upbeat, professional, and people enjoy being around us.

Evolve Every Day - We’re always learning — personally and professionally — because our clients depend on our best.

Smart - We combine sharp thinking with a deep understanding of people. We solve, simplify, and deliver.

Savvy - Our team anticipates challenges, navigates complexity, and delivers smart, strategic guidance with confidence and clarity.

Empathy - We engage in the deliberate practice of understanding and sharing the feelings of others to build better relationships, create more compassionate environments, and drive positive outcomes for our clients.

If you are energetic, highly organized, seeking a fast-paced environment and these values resonate with you, we need to talk! 

This key seat requires a get-it-done mindset and a desire to excel. We are seeking a full-time Marketing Coordinator focused on these roles and responsibilities to support our clients and our team:

Marketing Support

• Manage content calendars, schedule posts, blogs, and emails, and track status through publication.
• Update marketing assets, including proofreading, formatting, and image edits in Canva, as well as WordPress (website) updates.
• Support webinars and campaigns by managing landing pages, registration lists, panelist logistics, and post-event follow-up.
• Post blog and event content to LinkedIn with oversight from marketing and compliance leadership.
• Conduct preliminary research for events, interviews, and brand opportunities.

Sales and Growth Support

• Contribute to CRM data integrity by ensuring accurate tags and tracking.
• Ensure service-level agreements are met for referrals and COI relationships.
• Pull and distribute reports from CRM system while organizing the CEO's opportunities.
• Support event execution by coordinating invitations, reminders, confirmations, and partner co-marketing tasks.
• Attend client and firm events before and after work hours, as needed.

Qualifications:

• College degree, preferably in a related field.
• 2 years of experience preferred.
• Task-oriented with excellent time management.
• Keen attention to detail.
• Strong writing skills and ability to proofread content.
• Familiarity with CRM platforms such as Salesforce, project management tools such as Monday, and basic marketing tools such as Klaviyo, Canva, and WordPress.
• Tech savvy, including proficiency with Zoom, Microsoft Office Suite, CRM systems, WordPress, Google Workspace.
• Maintain confidentiality of business and personal matters at all times.
• Available to work full-time in office between 9:00 am and 5:00 pm.

Salary and Benefits

• Salary: Competitive salary based on qualifications and experience.
• Paid time off after 6 months
• 401K with employer match after 9 months
• Health benefits, partial employer contribution

To Apply:

Please send resume, salary requirements and two references with contact information to Luciano@grwealthplan.com.

Why Green Ridge?

This role sits at the heart of the firm’s growth engine by ensuring marketing and sales operations run seamlessly and keeping the organization on track to deliver consistent pipeline activity. If you are task-driven, thrive on organization, enjoy closing loops, and are excited to help entrepreneurs exit their businesses and find their freedom, this is an excellent opportunity to grow with a dynamic and entrepreneurial team.

Green Ridge Wealth Planning is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic.