Wealth Marketing & Practice Growth Coordinator

Jambalaya Group; McKinney (TX); On-site; USD 40,000 - 43,000; Full time

Benefits offered by this job

Health benefits after 60 days

Dental and vision insurance

Life insurance

STD & LTD

Tax-advantaged accounts

FSA options

Dependent Care FSA

401(k) employer contribution

Paid time off (PTO)

13 paid holidays

Job summary

Calander Wealth in McKinney, TX is seeking a Marketing and Practice Development Coordinator to keep marketing initiatives moving and support growth. You will coordinate campaigns and events, maintain data quality, and foster relationships with referral partners.

You’ll work with practice leadership, advisors, the client service team, and vendors to translate goals into actionable plans and measurable results. This is a full‑time, non‑exempt position with competitive benefits.

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, approvals, and delivery timelines.
• Partner with our social media vendor to review monthly content, gather photos and 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, 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 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.
• Help validate and clean up the prospect pipeline and establish cadence for content review, events, outreach, and reporting.

Skills

Marketing coordination

Event planning

CRM administration

Business development support

Organization

Attention to detail

Communication

Microsoft 365

Data analysis

Tools

CRM software

Spreadsheets

Copilot

Job description

Calander Wealth in McKinney, TX is seeking a Marketing and Practice Development Coordinator to keep marketing initiatives moving and support growth. You will coordinate campaigns and events, maintain data quality, and foster relationships with referral partners.

You’ll work with practice leadership, advisors, the client service team, and vendors to translate goals into actionable plans and measurable results. This is a full‑time, non‑exempt position with competitive benefits.