Marketing & Practice Development Coordinator – Wealth Advisory

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

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.