Marketing Coordinator

Outlook Wealth Advisors | The Woodlands, TXOutlook Wealth Advisors has been serving retirees in The Woodlands for 25 years, and we're good at what we do. But our marketing has been running on the same systems and habits for a long time, and we're ready to evolve. We need someone who can step into an established operation, learn it fast, and then make it better. Someone who gets excited about tools, likes a good event, and doesn't need to be asked twice.What You'll Actually DoMost of what we do is event-driven marketing. Dinner workshops, educational seminars, client appreciation events. You'll plan them, promote them, and show up to a handful each year to see them through. Between events, you'll manage email campaigns to prospects and clients, run our monthly newsletter with our local print vendor, keep social channels active, and track the numbers that tell us what's working.You'll also have a real hand in how we use our tools. Our marketing systems don't talk to each other as well as they should, and we want someone who can evaluate what we have and help us figure out what to keep, combine, or replace. If you've ever thought "I could get a lot more out of this platform than the last person did," you'll fit right in.Day to day, you'll:Build and manage email workflows for prospects and clients (currently HubSpot; platform is under evaluation)Plan and coordinate events from start to finish, with occasional evening attendanceManage our monthly newsletter from draft to delivery through our print vendorTrack marketing performance and report on what's actually moving the needleCoordinate outside vendors to execute marketing deliverablesTake occasional inbound calls to pre-qualify event registrants