Marketing Coordinator
49 Financial
About Three StrandsThree Strands is the portfolio company that houses 49 Financial, The Collective, and Alongside. It serves as the shared services organization for the portfolio, providing the operational foundation that supports each business across the platform. By centralizing key business functions, Three Strands creates consistency, drives operational excellence, and enables each organization to focus on serving its clients while benefiting from the strength and efficiency of a shared infrastructure.About 49 Financial49 Financial is a values-based financial services firm committed to developing and empowering the next generation of financial advisors. Through a focus on growth, integrity, and service, the firm works to simplify lives and deliver meaningful financial planning solutions to clients nationwide.The firm operates in a collaborative, team-oriented environment guided by the belief that Two Are Better Than One. Grounded in the core values of Teamwork, Gratitude, Loyalty, Excellence, and Authenticity, headquarters and field teams work together to support long-term advisor growth, professional development, and client success.Position SummaryThe Marketing Coordinator supports the execution of 49 Financials’ marketing initiatives across digital platforms and day-to-day marketing operations. This role is responsible for coordinating social media execution, marketing event logistics, internal marketing communications, and managing company merchandise operations. Working closely with the marketing team, the Marketing Coordinator is a crucial support role in driving brand consistency, operational efficiency, and advisor engagement through organized, detail-oriented execution. This role is ideal for a proactive, creative, and resourceful individual who is eager to learn, take ownership, and grow in a fast-paced environment.Who Would Succeed in This RoleYou are dependable, organized, proactive, and eager to learn. You enjoy keeping moving parts organized, managing details accurately, and stepping in where help is needed. You notice gaps before they become problems, ask thoughtful questions, and take ownership of following through.You bring a creative eye and fresh ideas to social content, webinars, presentations, merchandise, and other marketing initiatives. You are comfortable learning new platforms, systems, and processes, and you enjoy using data and feedback to improve your work.This role is a strong fit for someone who enjoys figuring things out, wants broad hands-on experience, thrives in a fast-paced environment, and is motivated to grow with the business.Key ResponsibilitiesSocial Media ExecutionSupporting the marketing team in executing the social media strategy across platforms.Draft, schedule, and publish social media content; maintain the content calendar; coordinate creative asset needs; and monitor engagement to identify optimization opportunities.Contribute creative ideas for content, campaigns, and audience engagement while maintaining brand consistency.Webinar, Event, and Podcast LogisticsManage the operational aspects of company webinars and podcasts, including scheduling, setting up the platform via Zoom, registration, sending reminders, and conducting post-event follow-up.Coordinate with internal presenters and stakeholders to ensure a smooth attendee experience.Track attendance and engagement metrics and share results with the team.Identify opportunities to improve internal processes and attendee experience.Merch Store & Inventory ManagementServe as the point person for our company merch store.Manage online inventory, internal requests, and answer incoming questions from advisors and field leaders.Coordinate sourcing of new items, reordering of inventory, and vendor communication.Data & Marketing OperationsPull, organize, and maintain marketing data and reports with accuracy and attention to detail.Support Marketing Manager in reviewing data, identifying trends, and compiling insights for various business needs.Support the development and distribution of internal marketing communications.Coordinate advisor and team headshots, helping schedule and organize approved photo assets.Core CompetenciesAlignment with the companies values and cultureProfessionalism, integrity, and discretion in all interactionsAccountability for execution, outcomes, and follow-throughStrong organizational and time-management skillsClear, professional written and verbal communicationAbility to work independently while contributing effectively in a collaborative team environmentSound judgment and the ability to maintain confidentialityAdherence to company policies, procedures, and applicable laws and regulationsAttention to detail and commitment to quality and accuracyQualificationsBachelor’s degree in Marketing, Communications, Business, or related field, or equivalent experience.Up to 3 years of experience in marketing, communications, or a related field.Strong organizational skills with the ability to manage multiple priorities and deadlines.Familiarity with social media platforms and content management tools.Creative eye with an understanding of brand consistency and engaging marketing content.Experience with Canva, Adobe Creative Suite, Microsoft 365, or similar tools preferred.Experience with LinkedIn, Shopify, HubSpot, Salesforce, or other CRM platforms is a plus.Project management or financial services experience preferred but not required.Work EnvironmentProlonged periods of sitting and working at a computerOccasional standing, walking, or lifting up to 20 poundsTravel Expectations: 10%What We OfferMedical – 3 levels of coverage to choose from with employer contributionDental – 2 levels of coverage to choose fromVision401k plan and matchBasic Life/AD&D coverage for all full-time employees at no cost (with options to purchase additional coverage)Short-Term Disability coverage for all full-time employees at no costLong-Term Disability coverageHSA contribution matchFSA/Dependent CareUnlimited PTOCompliance & Professional ConductEmployees in this role are expected to comply with all company policies, including the Code of Conduct, confidentiality requirements, Employee Handbook, and all applicable federal, state, and local laws and regulations relevant to the role and the financial services industry.DisclaimerThe company is an equal opportunity employer committed to fostering a diverse and inclusive workplace, free from discrimination and harassment. We do not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, marital status, veteran status, disability, or any other protected status. We value diversity of thought and background and strive to create an environment where all employees are respected and provided with opportunities to succeed. We encourage individuals of all backgrounds to apply for employment opportunities with us.The above job description is intended to describe the general nature and level of work being performed by individuals in this position. It is not intended to be an exhaustive list of all and exact responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove content, as necessary. Employment is at-will. #J-18808-Ljbffr 49 Financial
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