We are seeking a proactive and detail-oriented Email Marketing Coordinator with experience in the financial services industry to lead both internal and external email communications. This role supports our financial advisors by managing high-impact campaigns that drive business development, strengthen client engagement, and enhance advisor communication through segmented, timely messaging, ensuring the right message reaches the right audience at the right time.

Key Responsibilities

Email Marketing

Plan, build, test, and deploy email campaigns using HubSpot, iContact, MailChimp, and Constant Contact.
Manage and maintain segmented lists for both B2B (financial advisors) and B2C (end clients) communications.
Craft and distribute internal email updates, timely announcements, and training communications to advisor teams.
Oversee the creation and distribution of monthly and quarterly newsletters.
Implement automated email workflows, nurture campaigns, and follow-up sequences.

Performance & Optimization

Monitor KPIs such as open rates, click-through rates, conversion rates, and unsubscribe rates.
Conduct A/B testing on subject lines, content, layouts, and CTAs to drive continual improvement.
Provide regular performance reports and actionable insights to improve marketing effectiveness.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.

Requirements

Must-Have Qualifications

Industry Experience And Background

2–4 years of experience in email marketing, ideally within the financial services industry.
Ability to manage multiple projects and deadlines simultaneously in a fast-paced environment.
Knowledge of audience segmentation, email automation, and lead-nurturing strategies.

Technology Expertise

Strong command of HubSpot, MailChimp, iContact, and Constant Contact.
Excellent copywriting and editing skills, with an understanding of compliance requirements in financial communications.

Regulatory Awareness

Familiarity with SEC or FINRA guidelines to ensure compliant marketing practices is preferred, but not required

Physical & Work Environment Requirements

Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if/when necessary.
Routine use of telephone and email.
Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

100% employer-covered medical benefits and HRA account
Dental & vision plans
PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company-provided laptop and required technology
Access to an on-site gym (free of charge)