Growth-Focused Marketing & Practice Coordinator

Ameriprise Financial Services, LLC; McKinney (TX); Vor Ort; USD 40.000 - 43.000; Vollzeit

Benefits dieser Stelle

Health benefits

Dental & vision insurance

Life insurance

STD & LTD insurance

401(k) with employer contribution

Paid time off

Paid holidays

Zusammenfassung

Calander Wealth, a growing private wealth advisory practice of Ameriprise Financial Services, seeks a Marketing and Practice Development Coordinator in McKinney, TX. You will manage campaigns, events, CRM data, and vendor relationships to drive growth and a high-quality client experience.

You will partner with leadership, advisors, and vendors to translate annual goals into monthly activities, maintain reliable prospect data, and deliver timely reports for strategy reviews.

Qualifikationen

• Experience in marketing coordination, event planning, CRM administration, business development support, or a closely related role; two or more years preferred.
• Strong organization, attention to detail, and the ability to manage several deadlines and shifting priorities.
• Clear written and verbal communication and dependable follow-through with prospects, vendors, and colleagues.
• Comfort working with CRM systems, reports, spreadsheets, and Microsoft 365; willingness to learn new workflow tools, including Copilot.
• The ability to identify data issues, improve processes, and translate activity into useful reporting.
• Professional judgment, discretion with confidential information, and a client-service mindset.
• Financial services or wealth management experience is a plus.

Aufgaben

• Coordinate marketing vendors, branded materials, promotional items, revisions, approvals, and delivery timelines.
• Partner with our social media vendor to review monthly content, gather photos and other assets, and coordinate posting schedules.
• Maintain the marketing calendar and translate annual practice goals into monthly activity priorities.
• Coordinate client and prospect events, including invitations, required approvals, distribution, campaign tracking, and follow-up.
• Research and contact centers of influence, such as accountants and attorneys; coordinate advisor meetings and track outreach, follow-up, and gifting.
• Complete prospect follow-up and assigned rollover outreach using approved processes; create tasks and route questions to the appropriate advisor or team member.
• Keep CRM leads, prospects, opportunities, and campaign records current; help resolve duplicate, incomplete, or outdated information.
• Prepare clear updates for weekly marketing meetings covering prospect activity, meetings, campaign results, and progress toward practice growth goals.
• Document repeatable workflows with clear instructions, screenshots, and links to firm resources.
• Provide light client-care and administrative support as needed, including gathering information for routine service requests, phone coverage, message routing, and service-case follow-up.

Kenntnisse

Marketing coordination

Event planning

CRM administration

Business development

Attention to detail

Communication skills

Tools

CRM systems

Microsoft 365

Copilot

Jobbeschreibung

Calander Wealth, a growing private wealth advisory practice of Ameriprise Financial Services, seeks a Marketing and Practice Development Coordinator in McKinney, TX. You will manage campaigns, events, CRM data, and vendor relationships to drive growth and a high-quality client experience.

You will partner with leadership, advisors, and vendors to translate annual goals into monthly activities, maintain reliable prospect data, and deliver timely reports for strategy reviews.