Marketing Coordinator

Visionary Square; Charlotte (NC); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Hybrid work model

In-office Charlotte on Mon/Wed/Fri

Job summary

Visionary Square is seeking a Marketing Coordinator to join our expanding team. You will translate strategy into a monthly plan, write copy for blogs, emails and social channels, and manage advisor partnerships. You’ll work with a small team, report to the Marketing Manager, and help keep campaigns aligned with monthly goals.

You’ll collaborate with designers, coordinate multiple accounts, and use HubSpot for automation. A hybrid model with in-office Charlotte attendance is required.

Qualifications

• 2–4 years marketing experience, agency background preferred.
• Design experience with marketing collateral in Canva or Adobe.
• Comfortable presenting to external stakeholders on a regular basis.
• Experience with marketing automation/CRM tools (e.g., HubSpot).
• Collaborative, able to coordinate with multiple contributors daily.
• Strong writing across blogs, email, and social media.
• Comfort with AI tools to improve content and design efficiency.
• Financial services or wealth management experience is a plus, not required.

Responsibilities

• Transform strategy into a concrete monthly marketing plan with themes and timelines.
• Coordinate with teammates to keep monthly plan on track and track progress.
• Write, edit, and publish blog content aligned to themes and SEO goals.
• Write email campaigns and newsletters with segmentation and personalization.
• Create social and paid ad copy maintaining consistent brand voice.
• Collaborate with creative to pair copy with visuals and design.
• Serve as day-to-day contact for partner advisors and present plans monthly.
• Gather feedback and relay to Marketing Manager for future planning.

Skills

Marketing planning

Copywriting

SEO/Content

HubSpot

Design tools (Canva/Adobe)

Stakeholder presentation

AI-assisted content

Collaboration

Tools

HubSpot

Canva

Adobe

Job description

Independent Advisor Alliance is now Visionary Square!

Marketing Coordinator

Visionary Square is looking for a Marketing Coordinator to join our growing marketing team. This role supports marketing initiatives across the full scope of what we do — promoting Visionary Square and its solutions directly, as well as delivering the marketing support that our partner advisors receive when they opt into our marketing solution. You’ll take strategic direction from the Marketing Manager and help turn it into a concrete monthly marketing plan, write the copy that brings that plan to life across blogs, email, and social media, and serve as a day-to-day point of contact for partner advisors — presenting the plan each month and managing that relationship.

You’ll work alongside a small, specialized marketing team and report to the Marketing Manager. This role bridges strategy and execution and keeps the marketing team and the advisors we support closely connected.

What You’ll Do:

Planning & Execution

• Help translate the Marketing Manager’s strategy and priorities into a monthly marketing plan with clear themes, deliverables, and timelines.
• Coordinate with the marketing team members to keep the monthly plan on track.
• Track plan progress and flag risks or timeline issues to the Marketing Manager.

Copywriting & Content

• Write, edit, and publish blog content aligned to monthly themes, SEO/AEO, and content goals.
• Write email campaigns and newsletters, including segmentation and personalization in coordination with HubSpot features.
• Write copy for social media posts and paid advertising campaigns, maintaining consistent brand voice.
• Partner with our creative team member to pair copy with visuals/design.

Partner Relationship Management

• Serve as a day-to-day marketing point of contact for a portfolio of partner advisors.
• Present the monthly marketing plan to partner advisors — walking through content, campaigns, and results in a way that’s clear and relevant to their business.
• Gather advisor feedback and input, and relay it to the Marketing Manager to help shape future monthly plans.
• Build trusted, responsive relationships with advisors so marketing is seen as an accessible, reliable partner.

What We’re Looking For:

• 2-4 years of marketing experience; agency experience strongly preferred — comfortable juggling multiple accounts/stakeholders and tight deadlines.
• Design experience creating marketing collateral (e.g., in Canva, Adobe, or similar tools) a plus.
• Comfortable presenting to external stakeholders (partner advisors) on a recurring basis.
• Experience with marketing automation/CRM tools (e.g., HubSpot) a plus.
• Collaborative style — this role works closely with marketing teammates and other departments daily, and reports directly into the Marketing Manager for strategic direction.
• Strong writing skills across formats — blogs, email, and social — with the ability to adapt tone for different channels and audiences.
• Comfortable using AI tools to work more efficiently across content and design tasks.
• Organized and detail-oriented; able to keep a monthly planning cadence on track and coordinate with multiple contributors.
• Financial services, RIA, or wealth management industry experience a plus, but not required.

Visionary Square operates on a hybrid model, requiring in-office attendance in Charlotte on Mondays, Wednesdays, and Fridays. This is not a fully remote position; candidates must be local or plan to relocate.