Marketing Coordinator at MAI Wealth Advisors LLC – Independence, Ohio

GENERAL JOB DESCRIPTION

MAI is one of the largest and fastest-growing RIAs in the country, and we are expanding our marketing team to include a dynamic and detail-oriented Marketing Coordinator. This position will play a key role in supporting marketing strategies and processes across MAI’s business serving Wealth Management, Ultra High Net Worth Individuals, Family Office, and Sports & Entertainment clients. The ideal candidate will be a proactive and resourceful problem-solver, detail-oriented, passionate about marketing, and highly organized.

DUTIES AND RESPONSIBILITIES

• Support Marketing Directors by managing timelines, deliverables, and resources for marketing campaigns, events, and content, social, and other initiatives. Track progress, identify risks, and resolve issues to keep projects on schedule.
• Coordinate the creation, review, distribution, and inventory maintenance of marketing materials, newsletters, webinars, podcasts, and social media posts.
• Identify opportunities to streamline workflows and improve project management processes.
• Collaborate with internal team and stakeholders to create and maintain process documents for Marketing services made accessible to the firm in the Marketing Center on the intranet.
• Assist with the creation and maintenance of employee biographies and headshots, and carry out the necessary steps to ensure bios and headshots are current and compliance approved.
• Track content across MAI’s website and on the CMS to ensure compliant and up-to-date.
• Support the application process for industry awards and rankings, including gathering necessary data and documentation and ensure compliance requirements are followed.
• Participate in the M&A lifecycle, from initial stages through close, on behalf of the Marketing department, including systematically tracking and optimizing process.
• Coordinate the tracking and assignment of incoming requests to the Marketing department email inbox.

EXPERIENCE/CREDENTIALS

• 3+ years of experience in marketing, project management, or a similar role.
• Bachelor’s degree in Marketing or related field preferred.
• Strong understanding of LinkedIn, Facebook, Instagram, YouTube, and X.
• Proficiency with marketing technology platforms such as Hubspot/Pardot/Marketo, content management systems, such as Seismic, and CRMs, such as Salesforce.
• Strong organizational and time management skills with the ability to multitask and meet deadlines.
• Ability to work collaboratively and manage cross-functional projects.
• Advanced proficiency in Microsoft PowerPoint, Microsoft Word, Microsoft Excel, and Microsoft Outlook. Excellent PowerPoint skills required.

COMPETENCIES

• Exceptional written and verbal communication, proofreading, and presentation skills.
• Ability to multi-task and adhere to tight deadlines in a fast paced, dynamic environment.
• Passionate about clients and client service focused.
• Eager to roll up sleeves and assist with various projects and tasks and willing to learn and grow
• Organized, detail-oriented, able to multitask and prioritize requests for best execution to meet deadlines and to move projects forward.
• Strong analytical skills to analyze metrics, able to interpret data/instructions and create reports.
• Maintains absolute confidentiality of client information and safeguards client, employee, and firm data; maintains high ethical standard in all practices.
• Demonstrated professional and positive demeanor, superb work ethic, and high level of personal ethics and integrity.
• Ability to troubleshoot technology issues.
• Motivated to learn about all areas of the firm as part of a growing and fast-paced team.

FEATURED BENEFITS:

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement