Evergreen Gavekal is an independent registered investment advisor headquartered in Bellevue, Washington with additional offices in Oregon and California. Our culture rewards creative problem-solving, an entrepreneurial mindset, and a willingness to operate cross functionally. We have $4 billion in assets under management and are looking for eager service associates, planners, and advisors who are looking to refine their skills and build a career with a rapidly growing firm.

We are seeking a highly motivated and detail-oriented Marketing Coordinator to join our dynamic team at Evergreen Gavekal. As a Marketing Coordinator, you will play a crucial role in implementing and executing marketing strategies to promote our firm's services, strengthen brand awareness, and drive client engagement. This position requires excellent organizational skills, a creative mindset, and the ability to problem-solve on the fly.

Among other duties responsibilities will include:

Develop and execute marketing campaigns and initiatives to support the firm's growth objectives, targeting both prospective and existing clients (gifts, events, etc.)
Collaborate with internal stakeholders to create compelling marketing materials, including brochures, presentations, newsletters, and digital content.
Coordinate the production and distribution of marketing collateral, ensuring timely delivery and adherence to brand guidelines.
Manage the firm's digital presence, including website content updates, social media channels, and online advertising campaigns.
Assist in organizing and coordinating client events, seminars, and webinars, including venue selection, logistics, invitations, and post-event follow-up.
Create, proofread, and edit copy for our newsletter and various email correspondence
Design, order, maintain, pick up and deliver swag for clients, prospects, etc.

Qualifications:

Ability to reliably work in-office full-time. (Required)
Proven experience in marketing coordination, preferably within the financial services or wealth management industry.
Strong understanding of marketing principles, strategies, and best practices.
Excellent written and verbal communication skills, with the ability to create compelling content and willingness to learn how to effectively communicate complex financial concepts.
Proficiency in digital marketing tools and platforms, including social media management, content management systems, and email marketing software.
Exceptional organizational skills and attention to detail, with the ability to manage multiple projects and priorities simultaneously.
Proficiency in using design software (e.g., Adobe Creative Suite) is a plus.
Ability to work collaboratively in a team environment and build effective relationships with stakeholders.

Compensation

Compensation Range: $55,000-$70,000
15 Days of Paid Time Off (PTO) & 10 Market Holidays
401(k) Plan with match
Benefits: medical, dental, vision, life

Evergreen Gavekal

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Marketing Coordinator