Marketing Coordinator

Overview As part of the Marketing Growth Strategy and Activation team, the Marketing Coordinator facilitates, executes, and/or aggregates measurable results across key business segments to drive growth and visibility. Collectively, the team manages programs that connect our brand, advisors, and clients through cohesive, results-driven marketing. The Coordinator helps bring our brand to life across key markets by supporting the execution of targeted marketing initiatives that strengthen awareness and contribute to business development efforts. This role plays a central part in building and operationalizing scalable frameworks that support prospecting, business development, and market activation, and growth-focused campaigns. Success in this role requires a strong balance of project management, execution, operational discipline, and creativity. The Coordinator will help establish repeatable processes, manage workflows, and track performance, using insights to refine and improve outcomes over time. This role will also contribute to the development of polished, client-ready materials and presentations that support business development efforts. The ideal candidate is both organized and adaptable, able to navigate complexity, collaborate across teams, and support high-quality, compliant marketing programs that drive measurable impact. Key Responsibilities Facilitate, coordinate, and support the execution of marketing initiatives, including collateral, campaigns, and business development efforts that drive growth and market activation. Participate in strategic planning discussions to help define efficient, scalable approaches that support successful project delivery. Maintain visibility into project status across the team, including ownership transitions, compliance submissions, and approvals. Create and own repeatable processes that support market activation efforts across the full workflow from strategy through execution. Collaborate with data and analytics teams to define KPIs, track performance, and measure the impact on behalf of team’s active initiatives and campaigns. Manage quarterly updates to firmwide statistics used across prospecting and business development materials. Gather and synthesize performance data across initiatives to support team-wide reporting on quarterly and annual results. In collaboration with relevant team members and departments, coordinate applicable content, populate, and draft institutional RFPs in support of broad business development efforts. Collaborate with the firm’s institutional teams to support RFP-related efforts. Qualifications Bachelor’s degree in marketing, communications, business, or related field; advanced degree preferred. 3+ years of progressive experience in marketing, with a focus on institutional marketing including OCIO and traditional consulting services, metrics tracking, and copywriting and project management skills. Strong collaborator with experience partnering with teams on cross-functional projects. Proven ability to proactively manage complex timelines and workflows in a fast-paced environment with reliability and consistency. Comfort with ownership of oversight and coordination on large-scale projects involving various team members and departments. Excellent communication and relationship-building skills across diverse internal and external stakeholders. Data-informed mindset; able to translate performance metrics into actionable insights. Timely and clear communicator with strong communication skills and attention to detail. Experience in financial services, professional services, or other regulated industries preferred. The annualized base pay range for this role is expected to be between $65,000 - $70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.