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NFP, an Aon company · 1 month ago

Senior Coordinator, Marketing & Growth - West

San Rafael, CA

Full-time

Onsite

Mid, Senior Level

$75K/yr - $104K/yr

3+ years exp

NFP Corp is a newly independent wealth management firm with significant growth potential. The Senior Coordinator, Marketing & Growth will lead marketing initiatives for the West region, focusing on strategic direction, event management, and brand development to enhance the firm's growth and reputation.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Serve as the main point of contact for all marketing and growth initiatives for the West region including regional event coordination, advertising campaigns and digital needs

Work with leaders across the West market to create appropriate strategies for growth and lead generation

Use in-depth knowledge of service lines to socialize offerings and appropriate materials across the West advisor population

Coordinate with marketing team and external vendors to execute various campaigns and fulfill advisor requests

Serve as a centralized resource for West staff in providing training on marketing functions, strategies, and resources, working with marketing team to curate educational resources

Work with local office staff to fulfill client communication, gifting, and engagement needs

Track success of local marketing plans and individual campaigns with support of marketing team in identifying key metrics

Collaborate with corporate growth and marketing team in identifying unique campaign opportunities and developing materials and messaging appropriate to key audiences

Work with external vendors to provide client event support across all markets

Qualification

Marketing experienceProject managementBusiness developmentData analyticsSocial media managementEmail marketingMaterial designClient communications

Required

3+ years of experience in marketing and/or business development, ideally with specific experience as a coordinator on a small team

Proven experience with project management on strategic growth programs with measurable KPIs

Track record of creating and maintaining tailored project plans across geographies or target audiences

Ability to cross-train on various marketing functions including email marketing, social media management, and material design in order to produce comprehensive support to local office teams

Ability to work across departments to find solutions to individual campaign needs

Experience with creation of client or stakeholder communications, preferably via email