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Focus Partners Wealth

Marketing Coordinator

Focus Partners Wealth

Marketing Coordinator driving growth and visibility for Focus Partners Wealth. Facilitates marketing initiatives and operationalizes frameworks to support business development efforts.

Posted 6/12/2026full-time🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • Comprehensive benefits package
  • Annual bonus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
metrics trackingcopywritingproject managementdata analysisKPI definitionperformance measurementprocess creationmarket activationstrategic planningbusiness development
Soft Skills
collaborationcommunicationrelationship buildingtimelinessattention to detailproactive managementworkflow managementownershipsynthesis of datacross-functional teamwork
Certifications
Bachelor’s degreeadvanced degree