Product Markting Coordinator - Securities

Job Description

Job Description

Position: Product Marketing Coordinator - Securities

Reports to: VP Product Marketing - Securities

Department:     Marketing

Location:           Summit, NJ; Boston, MA; Phoenix, AZ; or Bloomington, MN

Classification:   Full-time; Exempt

Summary / Job Objective: The Product Marketing Coordinator will support the development and execution of the Securities product marketing strategy, helping to implement positioning, messaging, and go-to-market initiatives that drive product sales, advisor adoption, and long-term advisor retention. This role assists with performance tracking across marketing efforts and coordinates with Product, Sales, and Marketing/Creative teams to ensure seamless execution of campaigns.

Essential Job Functions: The role will support how Securities product solutions (Registered Investment Adviser, Broker-Dealer, and Retirement Plan Services) are positioned across the organization, assisting in turning product insights into clear marketing collateral and campaigns that drive advisor awareness, adoption, and sales. The Product Marketing Coordinator will work closely with the Product, Securities, Creative, and Compliance teams, to ensure offerings are effectively designed, updated, and supported throughout the distribution channel.

Primary Responsibilities:

·         Product Marketing Strategy: Work with Sales and Marketing leaders to define clear, compelling positioning and messaging that resonates with financial advisors and their clients.

·         Field & Sales Enablement: Create marketing collateral, training content, presentation decks, product one-pagers, and campaign materials tailored for internal Sales team, advisors, and consumer clients.

·         Drive Advisor Engagement : Create, manage and enhance advisor marketing programs and campaigns that help drive advisor retention and engagement.

·         Advisor Engagement Support: Help maintain and enhance advisor marketing programs and campaigns. Assist with the administrative setup and distribution of marketing materials aimed at driving advisor retention.

·         Campaign Execution: Assist in executing multi-channel campaigns that promote product awareness, sales opportunities, and advisor recruitment or activation. Support product launches and enhancements by tracking deliverables and timelines across teams.

·         Analytics & Reporting: Gather, track, and organize sales and campaign performance data and KPIs. Assist in creating reports to measure product marketing effectiveness and highlight areas for optimization.

·         Cross-Functional Coordination: Serve as a project coordinator working closely with Product, Sales, Creative, and Compliance teams to ensure all marketing assets are aligned, approved, and delivered on schedule.

Qualifications:

·         2–3 years of experience in marketing, preferably within financial services, insurance, or wealth management.

·         Bachelor’s degree strongly preferred, preferably in Marketing, Communications, Finance, or a related business field.

·         Foundational understanding of financial and/or insurance products, with a strong interest in learning the nuances of the various Securities lines of business

·         Excellent written and verbal communication skills, with a keen eye for detail when developing presentations, campaigns, communications, collateral, and fact sheets.

·         Proficiency with sales and marketing software, including project management tools, CRMs, and Microsoft Office / Google Workspace to build, execute, and track campaigns and projects.

·         Strong organizational and project management skills, with the ability to manage multiple deadlines simultaneously.

Core Competencies:

·         Innovation : Creative problem-solver who brings fresh ideas to enhance market impact.

·         Execution & Detail-Orientation: Strong track record of taking concepts and successfully executing the administrative and tactical steps required to launch them.

·         Collaboration & Teamwork: Ability to work cross-functionally and maintain positive, productive relationships with Product, Sales, Creative, and Compliance teams.

·         Analytical Skills: Comfortable working with data, running reports, and summarizing metrics into clear insights.

·         Agility & Problem-Solving: Resourceful and adaptable when priorities shift in a fast-paced environment.

·         Communication Skills: Clear and professional communicator capable of drafting compelling copy for emails, flyers, social platforms, and more.

Compensation & Benefits:

Compensation (based on experience)

• Base salary: $60,000 - $70,000, exempt
• Annual performance bonus target: 5%

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401(k) with employer match
• Paid Time Off

Location :

475 Springfield Avenue                                                  3600 American Blvd W, Suite 700
Summit, New Jersey 07901                                            Bloomington, Minnesota 55431

*This role is an in-office position                                      *This role is an in-office position

667 Boylston Street, 5th Floor
Boston, Massachusetts 02116

*This role can be hybrid, with in-office and remote work locations

2929 N Central Avenue Suite 1400
Phoenix, Arizona 85012

*This role is an in-office position

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.