Marketing and Client Experience Coordinator

Rosenwald Private Wealth is a multigenerational private wealth practice designed to help clients live a life less complicated. What began as Beth Rosenwald's single-advisor practice in 1989 has grown into a close-knit team offering a family office-style experience rooted in integrity, service and stewardship — for families and individuals, visionaries, and women navigating wealth. We believe the greatest valuables in life are time and memories.

We're looking for a detail-oriented, energetic Marketing and Client Experience Coordinator to support our marketing, client experience and community involvement. This entry-level role suits someone with a foundation in marketing who loves creating content, coordinating events and making people feel appreciated. You'll join a small, collaborative team with a high bar for quality, responsiveness and follow-through.

Scope: marketing content, client communications, events and community relationships. All client-facing materials go through internal and compliance review before they are published or shared.

Work arrangement: Full-time and fully onsite — events, client touches and team collaboration happen in person.

Social media: plan, create and schedule posts, track engagement and keep RPW's brand voice consistent across every channel.

Client communications: create and refresh client-facing materials, including presentations, newsletters, emails and event invitations.

Marketing coordination: keep the marketing calendar current, organize brand assets, and track deadlines and simple campaign results.

Review and accuracy: route materials through internal approvals before anything is published or sent, following brand and compliance guidelines.

Personal client touches: coordinate client gifts, birthday notes and other thoughtful gestures that deepen relationships.

Events: support client and community events from start to finish — invitations, vendors, logistics and follow-up.

Community involvement: find local events and organizations where RPW can show up and build lasting community relationships.

Social content goes out on schedule, on brand and in a consistent voice.

Client materials are accurate, polished and approved before they go out.

Events run smoothly from the first invitation to the final thank-you.

No client birthday, milestone or thoughtful touch slips through the cracks.

A strong foundation in marketing or communications.

Strong writing, proofreading and communication skills.

Creativity, a sharp eye for detail and the ability to juggle several priorities.

A warm, service-minded approach and a genuine interest in creating a thoughtful client experience.

Curiosity about wealth management and a willingness to learn the industry.

Familiarity with social media platforms and design tools such as Canva and Adobe Photoshop.

An interest in community involvement and relationship building.

Knowledge of the wealth management industry.

Systems you'll use: Canva, Adobe Photoshop and social media platforms.

Base salary: $55,000 – $65,000, based on experience and qualifications.

Bonus: eligible

Fully paid medical, dental and vision insurance.

401(k) retirement plan.

Paid time off and paid holidays.

Send your résumé along with a portfolio or work samples that show your marketing, writing, design or social media skills. Academic projects, internship assignments, volunteer work and personal projects are all welcome.