Marketing & Practice Development Coordinator in McKinney, Texas

Jambalaya Group; McKinney (TX); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health Benefits

Dental and vision insurance

Life insurance

Short-Term Disability (STD)

Long-Term Disability (LTD)

Tax-Advantaged Accounts

Flexible Spending Account (FSA)

Dependent Care FSA

Safe Harbor 401(k)

Job summary

Calander Wealth, a private wealth advisory practice of Ameriprise Financial, in McKinney, TX, seeks a Marketing and Practice Development Coordinator to drive campaigns, manage the marketing calendar, and support growth initiatives. You’ll coordinate events, maintain prospect data, and work with advisors, vendors, and client service teams.

The role emphasizes organization, communication, and process improvement, with two+ years in related roles.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Marketing coordination

Event planning

CRM administration

Business development support

Two+ years experience

Tools

CRM systems

Reports

Spreadsheets

Microsoft 365

Copilot tools

Job description

McKinney, Texas | Full time – Exempt

Compensation: $60,000 to $65,000, depending on relevant experience and qualifications.

Calander Wealth a growing and high-performing private wealth advisory practice of Ameriprise Financial Services is seeking a Marketing and Practice Development Coordinator to join the team.

Please do not contact the practice directly.

About the Practice

Calander Wealth is a growth-focused advisory firm committed to delivering a seamless and high-quality client experience.

The culture is:

Fast-paced and execution-driven

Client-focused with a high standard of service

Collaborative, with strong internal accountability

Focused on continuous improvement and long-term growth

About the opportunity

We are seeking an organized, proactive Marketing and Practice Development Coordinator to keep marketing initiatives moving and support practice growth. You will coordinate campaigns and events, maintain reliable prospect data, support relationships with professional referral partners, and help our advisors follow through on growth opportunities.

This role is a strong fit for someone who enjoys managing details, working with people, and turning plans into consistent action. You will work closely with practice leadership, advisors, the client service team, and marketing vendors.

What you will do

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.

What you bring

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.

What success looks like

Campaigns, content, and events are coordinated accurately and completed on time.

Prospect records are reliable, outreach is tracked, and follow-up has clear ownership.

Leadership receives useful reporting on marketing activity and progress toward agreed goals.

Core workflows are documented so the team can perform them consistently.

Your initial focus

You will help validate and clean up the prospect pipeline, document core workflows, and establish a dependable cadence for content review, events, outreach, and reporting. Practice leadership will work with you to confirm priorities and measurable goals.

Compensation & Benefits

We offer a competitive benefits package designed to support your health, financial well-being, and work-life balance:

Salary: $60,000 - $65,000 - depending on relevant experience and qualifications

• Health Benefits(eligible after 60 days)
  • $300/month employer contribution toward medical coverage (when enrolled in company plan)
• Dental and vision insurance
• Life insurance, Short-Term Disability (STD), and Long-Term Disability (LTD)
• Tax-Advantaged Accounts
  • Flexible Spending Account (FSA) options
  • Dependent Care FSA (up to $5,000 pre-tax annually)
• Retirement
  • Safe Harbor 401(k) with employer contribution (eligible after 6 months)
• Time Off
  • Two (2) weeks of Paid Time Off (PTO)
  • Thirteen (13) paid holidays annually

Recruiting Process Disclosure

Jambalaya Group is a third-party consulting firm engaged by Calander Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, to assist with its recruiting and hiring process. Jambalaya Group is not the hiring employer, and this position is not an employment opportunity with Jambalaya Group. Candidates may communicate with Jambalaya Group throughout the interview process; however, the position, responsibilities, and employment opportunity are directly with Calander Wealth. We encourage all applicants to familiarize themselves with the practice and Ameriprise Financial prior to their interview.