Marketing Coordinator

Marketing Coordinator

We are seeking a proactive and detail-oriented Marketing Coordinator to join our dynamic marketing team. The Marketing Coordinator will manage marketing assets, support sponsorships, oversee vendor communications, and ensure timely processing of contracts and invoices. This role plays a key part in supporting the execution of integrated marketing campaigns, regional events, and day-to-day operations. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional organizational skills, and collaborates effectively across teams to drive impactful marketing initiatives.

Responsibilities :

• Marketing Collateral Management
• Assist with managing compliance submissions.
• Tracking of deliverables and deadlines for all materials submitted for compliance review.
• Collaboration with compliance, marketing, and content departments to satisfy red oak comments / edits.
• Ensure all marketing materials are up-to-date and aligned with the firm's brand guidelines.
• Assist Senior Specialist with developing a marketing collateral intake process for sales and investments teams.
• Marketing Campaigns
• Support tracking / measurement of key metrics across the team.
• Coordinate with internal teams and external vendors to ensure timely delivery of marketing materials.
• Assist in budget tracking and financial reporting for marketing activities.
• Fulfillment
• Upload approved marketing materials to fulfillment company and manage inventory.
• Coordinate with digital team to distribute digital materials.
• Communicate to sales team when collateral is available to order through Market Power (SalesForce) and Hubspot.
• Analysis (ROI) evaluate vendors at regular cadence.
• Contracts / Sponsorships
• Manage institutional and private wealth sponsorship contracts, invoicing and material compliance.
• Track attendees for events in Salesforce.
• Assist Institutional Marketing with coordinating conferences and speaking engagements.
• Submit opportunities for advertising and event sponsorship.
• Coordinate Freelance Writer contracts and SOWs.
• Maintain Global Partner Group team calendar for roadshows, events, conferences, speaking engagements, etc.
• Plan and coordinate local territory marketing events, such as conferences, webinars, and client meetings for Private Wealth and National Accounts teams.
• Manage event logistics, including venue selection, catering, and registration.
• Invoice Processing
• Process and manage marketing invoices, ensuring accuracy and timely payment.
• Coordinate with vendors and internal teams to resolve any invoice discrepancies.
• Assist marketing leadership team with travel and expenses.
• Assist in budget tracking and financial reporting for marketing campaigns.
• Other items
• Update and maintain organizational charts and department overviews.
• Provide administrative support to the marketing team, including scheduling meetings, preparing reports, and managing calendars.
• Support other marketing initiatives and projects as needed.

Education / Experience Requirements :

About You :

At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including :

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.

At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.