Marketing Coordinator

We’re seeking a detail-oriented, highly organized individual who thrives on bringing structure and accountability to a fast-moving marketing team.

If you’re someone who takes pride in accuracy, keeps projects on track, and ensures reporting and compliance are air-tight, we want to hear from you.

This role is perfect for a proactive team player who loves connecting the dots between marketing, sales, and advisors to make sure nothing falls through the cracks.

If you’re ready to support a high-performance growth engine and contribute to an energized, client-first culture, join us in shaping a brand that stands at the top of its field.

Reporting to the Sr.

Marketing Communications Manager, the person in this highly visible role ensures smooth execution of marketing campaigns, reporting accuracy, and cross-team coordination.

Working closely with the Marketing, Sales, and Wealth Management teams, this individual will be the glue that holds projects together, making sure deadlines are met, compliance is handled, and reporting is accurate.

Why Willis Johnson & Associates?

Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals.

We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments.

We also have an in-house CPA team to provide tax preparation for our clients that need it.

And with everything we recommend, we put our clients first—all the time, every time.

No product sales.

No commissions.

Straight fee-only financial planning and asset management.

The same way we take care of our clients, we invest in our team.

Aside from providing a very competitive benefits package including medical, dental, vision, disability / life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth.

We encourage and incentivize continued education for all employees and support their participation in educational conferences and events.

Essential Responsibilities Project & Process Coordination Manage timelines, deliverables, and schedules for marketing campaigns, events, and projects.

Act as the hub for communication between marketing leadership, advisors, creative teams, and external vendors.

Coordinate special projects such as seasonal campaigns, client appreciation initiatives, and vendor-supported mailings.

Compliance & Documentation Oversee submission, tracking, and approval of marketing content for compliance review.

Maintain organized documentation of approved materials and campaign archives.

Ensure content consistently meets brand, messaging, and regulatory standards.

Content & Platform Support Assist with blog and website updates, coordinating with advisors and subject-matter experts when updates are needed.

Support social media scheduling and posting aligned with the editorial calendar.

Prepare presentation decks, event collateral, and reporting materials.

Sales Reporting & Data Integrity Audit and update internal reports for accuracy and completeness.

Partner with the marketing and sales teams to track campaign performance and pipeline activity.

Support and document ongoing process improvements for lead tracking and reporting.

Marketing Administration Manage recurring administrative processes (reporting, tracking spreadsheets, meeting prep).

Provide coordination support across multi-team and cross-department projects.

Assist with campaign reporting, vendor management, and ad hoc needs.

Skills & Qualifications Technical Skills Bachelor’s degree in Marketing, Communications, Business, or related field (MBA a plus). 1–3 years of experience in marketing coordination, project management, or sales operations support.

Familiarity with marketing, project management, and sales platforms (HubSpot, Salesforce / CRM, WordPress / CMS, Asana / Monday / Jira, etc.).

Strong Excel and reporting skills; experience auditing data for accuracy.

Excellent computer skills including Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).

Soft Skills Highly organized, detail-oriented, and accountable — able to keep multiple moving pieces aligned.

Excellent written and verbal communication skills; confident working with advisors and executives.

Proactive collaborator who thrives in a cross-functional environment.

Strong time management and prioritization skills; able to juggle multiple deadlines.

A lifelong learner eager to grow into broader marketing operations or project management responsibilities.

Preferred Experience in financial services marketing or professional services environment.

Understanding of compliance processes in a regulated industry.

Exposure to campaign reporting, analytics, or sales enablement.

Working knowledge of Canva or other graphic design tools for projects or cross-functional collaboration Compensation & Benefits Base Salary Range :

• $55,000-$66,000 / year plus 12-15% target bonus based on company and individual performance 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure Best and brightest leaders will have opportunities to buy into and become owners in the firm over time 11 paid holidays and 15 PTO days to use at your discretion Employer paid Health / Dental / Vision insurance premiums for individuals and families.
• Employer HSA contributions Employer paid Life and Long-Term Disability What We Offer Flexibility to work from where you are most comfortable - at home or in the office, except for required client and department meetings Collaborative, Positive Teammates Advancement Opportunities Autonomy in Your Role Professional Development Options Rewarding Work That Matters Powered by JazzHR