Senior Marketing Coordinator - Advisor-Facing (Financial Services)

Sequoia Financial Group; Minneapolis (MN); On-site; USD 65,000 - 80,000; Full time

Job summary

Sequoia Financial Group in Minneapolis is seeking a Senior Marketing Coordinator to act as a front-line connector between the MarComm team and internal leaders, supporting financial advisors and internal stakeholders. The role emphasizes independence, proactive communication, and the ability to anticipate needs across teams.

The position requires a bachelor’s degree in marketing or communications and 3–5 years of service-oriented marketing experience, with strong written and verbal skills and

Qualifications

• A bachelor’s degree in marketing, communications, or a related discipline.
• 3 to 5 years of experience in marketing, client services, communications, or a closely related field.
• Demonstrated experience in a service-oriented role with direct client or advisor-facing responsibilities; comfortable initiating and managing conversations without being prompted.
• Strong written and verbal communication skills; able to draft polished internal communications, event updates, and stakeholder correspondence independently.
• Highly organized with strong attention to detail.
• Ability to manage multiple priorities simultaneously in a fast-paced environment.
• Proficient in Microsoft Office suite, particularly PowerPoint; comfortable working with templates and translating content across formats.
• Proactive by nature.
• Professional presence and ability to develop strong working relationships across departments.

Responsibilities

• Connect advisors and channel leads to existing resources in the firm’s content library and Box file system; this responsibility is shared with the Marketing Coordinator and both roles handle advisor FAQ resolution as a standard function.
• Support advisor-facing marketing needs including singular deck requests, brand-compliant materials, and event communication coordination.
• Draft and prepare general MarComm assets alongside strategic leads, including communications, event materials, and supporting documents.
• Support internal and external events through tasks such as materials prep, printing coordination, nametag coordination, asset fulfillment, and pre-meeting groundwork.
• Draft and route communications to stakeholders including event registration updates, status emails, and internal follow-ups.
• Apply MarComm best practice standards to assets and communications.
• Complete template formatting work, including translating content from Word or other formats into established templates.
• Support version control and asset library management across Box and the firm’s resource library; support ensuring materials are current, accessible, and properly organized.
• Develop working fluency in Asana to support basic project tracking, task updates, and template use; execute repeatable workflows independently.
• Cross-train with the Marketing Coordinator on key workflows to ensure coverage and continuity.

Skills

Client services

Written communication

Verbal communication

Organization

Multitasking

Relationship building

Proactive

Professional presence

Education

Bachelor's degree in marketing or communications

Tools

PowerPoint

Microsoft Office

Job description

Sequoia Financial Group in Minneapolis is seeking a Senior Marketing Coordinator to act as a front-line connector between the MarComm team and internal leaders, supporting financial advisors and internal stakeholders. The role emphasizes independence, proactive communication, and the ability to anticipate needs across teams.

The position requires a bachelor’s degree in marketing or communications and 3–5 years of service-oriented marketing experience, with strong written and verbal skills and