Marketing Coordinator - Private Wealth Management

Racine, WI, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Salary

Rate:

Range $41,900.00 - $57,600.00

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement Plan

Employee assistance program

Professional Development

hybrid work schedule

Job Description

Baird is a leading employee-owned financial services firm renowned for its commitment to client service, integrity, and long-term relationships. With a rich history of over a century, Baird operates in wealth management, capital markets, private equity, and asset management, serving individuals, families, and institutions. The company fosters a collaborative and inclusive culture where every employee is encouraged to contribute to the firm's success and growth. Baird values diversity and inclusion, offering equal employment opportunities to all without discrimination based on race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression,... Show More

Job Requirements

Bachelor's degree in business marketing or communications
minimum 2 years of marketing communications experience including internships
strong communication and interpersonal skills
demonstrated ability to provide exceptional customer service
familiarity with field sales or financial advisor marketing support preferred
knowledge of website CMS and email marketing tools desirable
proficiency or familiarity with self-service design tools like Canva advantageous
excellent organizational skills
project management capabilities
ability to work independently with minimal supervision
collaborative mindset and ability to work with diverse teams across the organization

Job Qualifications

Bachelor's degree in Business Marketing or Communications
2+ years of marketing communications experience including full-time or internships
strong commitment to providing exceptional customer service with excellent people and communication skills
previous experience working with field sales representatives clients and/or Financial Advisors on marketing support is a plus
exposure to website CMS programs and email marketing tools preferred
experience with self-service design tools such as Canva considered a plus
ability to handle objections diplomatically while maintaining positive relationships
excellent organizational and project management skills with the ability to prioritize daily workflow to meet deadlines
ability to work independently in a fast-paced team environment with minimal supervision
ability to work effectively and collaboratively in a team environment with employees at all levels of the firm

Job Duties

Actively support inbound marketing requests and field questions from Financial Advisor teams pointing to existing resources and/or creating new collateral
collaborate with key partners in Marketing & Communications to support and execute projects and initiatives for Financial Advisors and PWM branches
support the Marketing Consultant's strategic marketing conversations and initiatives with Financial Advisors and Branch Leaders through project execution and meeting coordination and follow-ups
serve as a technical expert and problem solver on PWM Marketing's core tools and technology platforms including Digital Marketing HQ and Marketing On Demand
lead the development and ongoing updates to Financial Advisors' marketing tools including brochures pitchbooks print ads and their digital presence including website email marketing social media
provide ongoing event support in partnership with the Corporate Events team for Financial Advisors and branches including creating event invitations coordinating prep calls and creating necessary collateral in support of the event
partner with the Wealth Solutions Group Coordinator to support ongoing content needs and strategies for Financial Advisors to effectively leverage in support of their clients
actively measure through quantitative and qualitative means the recommended marketing strategies and tactics to understand what did and did not work to ultimately inform the next best step

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

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