Marketing Coordinator

The Marketing Coordinator plays a key role in executing the firm’s marketing efforts by supporting content development, data management, and event coordination. Working collaboratively with the Marketing team and stakeholders across the firm, this role is responsible for producing high-quality marketing materials, maintaining accurate CRM data, and ensuring consistency across digital and client-facing communications.

This position provides day-to-day operational and project support through presentation and content development, CRM (Salesforce) management, website and digital updates, and quality control of marketing deliverables. The Marketing Coordinator also contributes to firmwide initiatives by supporting the planning and execution of client and industry events, assisting with business development efforts including RFP support, and serving as a responsive, detail-oriented resource for marketing and administrative needs.

• →Format and produce presentations for marketing and client-facing use
• →Design and publish research deliverables, internal graphics, and sponsorship collateral
• →Review and refine content to ensure accuracy, clarity, and brand alignment
• →Create and execute email, social media, and digital marketing content
• →Uphold brand and compliance standards and ensure consistency across all deliverables
• →Track and manage external events and engagement in CRM (Salesforce)
• →Support planning and execution of annual client and industry events
• →Maintain accurate and up-to-date marketing opportunities in CRM

• →Manage and maintain client contact data in CRM (Salesforce), partnering with consultants to ensure accuracy and completeness through annual reviews and ongoing updates

• →Research and compile insights on prospective clients to support business development and outreach initiatives