Marketing & Communications Coordinator (Full-Time, Hybrid)

WDW Financial is looking for a Marketing & Communications Coordinator to manage the firm’s digital marketing and client communications. This role will take ownership of our email marketing, digital content, and marketing systems, helping us communicate clearly and consistently with both clients and prospective clients.

This position is a hybrid role. The position requires in-office presence 2-3 times per week in Richardson, Texas, with the remainder of the work completed remotely.

All required hardware and software will be provided.

Compensation

Full-time salary range: Negotiable.
Hybrid work environment.
Flexible schedule coordinated around marketing and communication needs

This position may develop into a full-time role after a few years as the firm continues to grow.

Work Structure

In-office time will include:
Running a weekly marketing meeting
Working with advisors and staff to generate content ideas
Collaborating on campaigns and client communications
Remaining hours may be completed remotely

Role Overview

The Marketing & Communications Coordinator will manage the firm’s digital marketing efforts and email communications. This includes writing and sending client emails, coordinating website updates, organizing campaigns, and maintaining marketing systems inside Salesforce.

You will work directly with advisors and leadership to turn ideas, insights, and client conversations into clear communications that go out to clients and prospects.

Responsibilities

Digital marketing

Manage the firm’s digital marketing channels
Coordinate updates to the firm website and landing pages
Help plan and execute marketing campaigns
Monitor website and campaign performance

Email communications

Plan and send client emails, newsletters, and announcements
Build and manage campaigns using Salesforce Marketing Cloud Growth Edition
Maintain and segment email lists
Track engagement and improve future campaigns

Content development

Write and edit marketing content and client communications
Work with advisors to develop educational and thought leadership content
Help turn internal ideas and discussions into clear written content
Maintain templates and reusable marketing assets

Marketing systems and data

Manage marketing campaigns and lists within Salesforce CRM
Work with Salesforce Data Cloud to support segmentation and targeting
Maintain marketing data and basic reporting
Help ensure campaigns and communications are organized and measurable

Qualifications

Bachelor’s degree in marketing, communications, or a related field
2–5 years of full-time digital marketing experience
Strong writing and editing skills
Experience managing email marketing campaigns
Experience working with Salesforce CRM
Familiarity with marketing automation platforms (Salesforce Marketing Cloud preferred)
Experience working with marketing data and segmentation
Knowledge of SQL is a strong advantage but not required
Organized, detail-oriented, and comfortable managing multiple projects
Experience working in wealth management or financial services is a plus but not required.

WDW Financial

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Marketing & Communications Coordinator