We are looking for a proactive and highly organised Marketing Coordinator to join our collaborative Marketing team. This role is responsible for providing administration, coordination, and operational support across a broad range of marketing activities, helping to deliver impactful campaigns, events, communications, and business initiatives.
This is an excellent opportunity for someone who enjoys working in a fast-paced environment, managing multiple priorities, and building strong relationships with stakeholders. You will gain exposure to a variety of marketing channels, internal teams, Financial Advisers, suppliers, and business partners, providing valuable insight into a leading wealth management business.
Key Responsibilities
Branch Support, Workflow Management & Administration
- Act as a key point of contact for branch and business marketing requests.
- Coordinate marketing projects and ensure activities are delivered within agreed timelines.
- Manage the marketing inbox, prioritising and allocating requests effectively.
- Liaise with stakeholders, including Compliance, to support the review and approval of financial promotions.
- Maintain project trackers, status reports, event calendars, and workflow management systems.
- Produce monthly KPI and performance reports relating to marketing activity.
- Support branches with marketing best practice guidance and day-to-day marketing queries.
- Review marketing materials to ensure brand consistency and regulatory compliance.
- Assist with the creation, formatting, and production of marketing collateral.
Events Coordination
Support the planning and delivery of a range of corporate events, including:
- Raymond James Annual Forum
- Hosted and co-hosted client events
- Industry conferences and networking events
Responsibilities include:
- Coordinating event logistics and administration.
- Managing event platforms, registrations, and attendee communications.
- Developing event timelines, schedules, and project plans.
- Liaising with venues, suppliers, and catering providers.
- Supporting the production of event branding and promotional materials.
- Maintaining GDPR-compliant attendee lists and communication records.
- Monitoring attendance data and producing post-event analysis and reporting.
- Helping to create a positive attendee experience from invitation through to event delivery.
Marketing Materials & Communications
- Support the development and maintenance of client-facing and internal marketing materials.
- Ensure all communications align with brand guidelines and messaging.
- Assist with content creation, copywriting, proof-reading, and image sourcing.
- Support the distribution of marketing communications and updates.
- Maintain presentation templates, reports, and branded business documents.
- Keep marketing materials accurate, relevant, and up to date.
Promotional Items & Brand Assets
- Coordinate the ordering and distribution of promotional merchandise and branded materials.
- Manage inventory levels and maintain stock records.
- Research new promotional products and supplier options.
- Work with stakeholders to ensure cost-effective and efficient ordering processes.
- Help maintain a consistent and professional brand presence across all materials.
Digital Marketing Support
- Maintain and update content across the company intranet and digital platforms.
- Assist with website content updates and online marketing initiatives.
- Support the management of social media channels, including LinkedIn.
- Ensure digital content remains engaging, accurate, and aligned to brand standards.
- Monitor and maintain digital content libraries and resources.
- Support relationships with external suppliers, agencies, and service providers.
- Maintain supplier records, contracts, invoices, and service documentation.
- Track contract renewals and service agreements.
- Ensure supplier information is managed accurately and efficiently.
Compliance & Governance
- Work closely with Compliance and Branch Supervision teams to support the approval of marketing communications and financial promotions.
- Ensure all marketing activity adheres to internal policies, industry regulations, and governance requirements.
What We're Looking For
- Previous experience in a marketing, events, communications, or coordination role.
- Strong organisational skills with the ability to manage multiple projects and deadlines.
- Excellent attention to detail and administrative capability.
- Strong verbal and written communication skills.
- Confidence building relationships with a range of internal and external stakeholders.
- Experience using Microsoft Office and digital marketing platforms.
- A proactive, adaptable, and collaborative approach.
- Strong problem-solving skills and a willingness to learn.
- Interest in financial services, wealth management, or professional services is advantageou
What We Offer:
- A collaborative, values-driven culture where integrity and client-first thinking are paramount.
- The opportunity to shape a growing service within a respected and stable firm.
At Raymond James, we:
- Put clients first – always.
- Act with integrity – doing what's right, not what’s easy.
- Think long term – building a stable, responsible future.
- Value independence – celebrating individuality and encouraging innovation.
About Us:
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what's right for clients, we'll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.