B2B Marketing Coordinator

Job Category: Marketing Coordinator
Job Type: Full Time
Job Location: US - Remote

RFG Advisory

Do you run at a faster-than-average pace? Are you the type of person who dives into the details and takes your work and deadlines seriously? Do you thrive in an environment of continued learning where you are encouraged to increase your knowledge in your area of expertise? You should consider the Marketing Coordinator at RFG Advisory for your next career opportunity.

 

RFG Advisory is committed to delivering a fully supported platform for independent financial advisors. This role will focus heavily on targeting new financial advisors to join RFG. We are currently seeking a talented and dynamic Marketing Coordinator to join our team.

 

The Marketing Coordinator B2B will be responsible for creating, owning and executing integrated marketing plans to drive new platform to financial advisors to the RFG Advisory family. By reaching the wealth management industry, centers of influence, and third party recruiters and custodians, the ideal candidate will amplify the message in the industry. Must have a strong marketing background, excellent project management skills, and a passion for the financial services industry.

 

Location:

  • This position may be remote or located in the Birmingham, AL office. If in Birmingham, we offer a hybrid schedule 3 days in-office, 2 days remote.

Reports To:

  • Director of Marketing

Key Responsibilities:

  • Coordinate press releases with the external PR firm to promote company news and achievements.
  • Execute and promote industry awards applications to enhance the firm’s reputation and visibility.
  • Create presentations for webinars to educate potential clients and industry professionals about our services and expertise.
  • Work with content creators on recruiting collateral and funnel marketing to attract Advisor recruits to the firm.
  • Manage ideation, creation and execution of industry advertising and reporting to ensure marketing efforts are effective and meet goals.
  • Coordinate industry event participation, including securing speaking engagements and booth presence, to increase brand awareness and industry engagement.
  • Create content and collateral for firm events, such as client seminars and networking events, to enhance the client experience and strengthen relationships.

Salary and Benefits:

  • Competitive Salary + Annual Bonus based on growth
  • Generous PTO, Company Holidays & Charitable Workday
  • Health, Dental and Vision Insurance with company stipend for you and your dependents
  • 401(k) + Safe Harbor contribution
  • Company-sponsored Short-term and Long-term Disability + Life Insurance
  • Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
  • Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
  • Parental Leave
  • Surface Pro + Home setup
  • Continuing education and professional development support
  • Loads of awesome RFG Swag!

Company Overview:

 

RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News?as a 2021 and 2022 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster the independence of Financial Advisors across the country. Disclosure: www.rfgadvisory/awards

 

This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 90 with 94% participation and with our Advisor NPS is 82 versus an industry average of 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work within an ever-changing, never-a-dull-moment organization, please apply

 

Requirements
 

Education:

  • Bachelor’s degree in marketing, communications, or related field.

Experience:

  • 5+ years of marketing experience, preferably in financial services

Skills:

  • Must be technologically proficient and have a willingness and desire to learn new technologies.
  • Proficiency in digital marketing tools, social media platforms, and content management systems. Preferably HubSpot
  • Creative thinking and the ability to develop and implement unique branding strategies.
  • Strong project management and organizational skills.
  • Detail-oriented with the ability to manage multiple projects simultaneously.
  • Possess the ability to work under pressure and meet strict deadlines.
  • Creative mind with superb written and verbal communication skills.
  • Critical thinker with strong problem-solving and research proficiencies.
  • Capable of prioritizing workflow to meet real-time needs.
  • Flexible and approachable member of the team who can effectively handle shifting schedules and tasks.
  • Proficiency in PowerPoint preferred
Salary Description: $72,000 – 78,000