Advisor Marketing Services Coordinator

Janney Montgomery Scott LLC; Philadelphia (Philadelphia County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Marketing Services Specialist to support the Private Client Group Marketing team. You will be the first contact for marketing inquiries, coordinate intake, scheduling, and tracking of projects, and route work to appropriate teams.

You’ll collaborate across advisor marketing, creative, digital, and communications to ensure timely delivery. The role offers exposure to a broad range of marketing functions and requires strong communication, organization, and

Qualifications

• 1–3 years of experience in marketing, communications, financial services, or a related field.
• Client-service oriented with a positive, professional demeanor and the ability to manage a high volume of requests and competing priorities.
• Excellent communication, organizational, and problem-solving skills.
• Strong time-management skills with the ability to meet deadlines, track multiple projects, and follow through on deliverables.
• Strong writing, editing, and proofreading skills.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Experience with Workfront or other project management/workflow software preferred but not required.
• Familiarity with marketing and digital platforms such as Salesforce, Constant Contact, Google Business Profile, Google Analytics, or similar tools is a plus.
• Self-motivated and comfortable taking initiative while working collaboratively within a team.
• Strong interpersonal skills, professionalism, and commitment to delivering a high level of service.

Responsibilities

• Serve as a first point of contact for incoming marketing requests via phone and email, providing responsive and professional service to financial advisors and internal partners.
• Coordinate the intake, assignment, scheduling, and tracking of marketing projects and requests.
• Route projects and requests to the appropriate internal departments or team members using project management and workflow software.
• Collaborate with internal team members to address creative, digital, communications, and consultative marketing requests.
• Monitor project timelines and job statuses, proactively identifying outstanding items and coordinating with the Manager, Advisor Marketing & Communications, and other team members as needed.
• Help ensure marketing requests and projects move efficiently through established workflows and are completed within expected timelines.
• Support additional Marketing & Corporate Communications projects and initiatives that increase visibility, improve effectiveness, and advance the goals of the department.

Skills

Communication

Client focus

Prioritizing

Job description

Janney Montgomery Scott LLC is seeking a Marketing Services Specialist to support the Private Client Group Marketing team. You will be the first contact for marketing inquiries, coordinate intake, scheduling, and tracking of projects, and route work to appropriate teams.

You’ll collaborate across advisor marketing, creative, digital, and communications to ensure timely delivery. The role offers exposure to a broad range of marketing functions and requires strong communication, organization, and