Marketing Coordinator
Southlake, Texas
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Salary: $50-65K

Essential Functions:

Support the products and services offered
Build annual marketing calendar
Support the products and services offered through Trinity Investors
Complete quarterly core marketing objectives, as well as help to develop longer-term messaging and campaigns in line with branding
Participate in product marketing strategy development; execute marketing plans
Work with the Compliance Team to follow legal and regulatory content review
Establish strong partnerships across the Investments and Client Relations teams, facilitating design of investor-facing materials including decks, graphics, etc
Lead the creation of new and updating of core collateral and sales ideas
Manage the development of marketing materials for active and prospective investors including brochures, fliers, and signage
Work with Client Relations personnel to perform investor surveys on a routine basis
Manage and post on firm’s social media accounts (LinkedIn, company homepage, Instagram, etc.)
Manage and distribute gifts to investors and partners related to acquisitions and dispositions
Support the onboarding of new employees including scheduling headshots, ordering personalized office supplies, and maintaining records
Submit company merchandise orders and manage inventory for gifts and new hires
Manage logistics for investor events
Develop the marketing team in copywriting for social posts, quarterly newsletters, and press releases as needed
Perform other duties as assigned or required

Required Qualifications, Education, and Experience:

Bachelor’s Degree in Business, Finance, Marketing, Communications, or a relevant subject
3+ years of experience in managing content communications, marketing, or branding is required, preferably in the financial services industry
Strong attention to detail and the analytical abilities needed to interpret key business objectives into content and campaigns
Demonstrated experience collaborating cross-functionally and building consensus among multiple stakeholders
Ability to work under pressure in a fast-paced environment
Understanding of regulatory implications of marketing, advertising, and media
Creative thinker, team player, and positive influencer
Proficient in Word, Outlook, Adobe Creative Suite (InDesign, Photoshop, and Illustrator), Google Sheets, Canva, and social media
Strong working knowledge of marketing, finance basics, and strategic communication
Excellent written and verbal communication skills
Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
Willing to travel to investor events nationwide
Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions

Preferred Qualifications:

Social media proficiency
Ability to multitask and prioritize deadlines across several projects
Self-starter; able to identify “what’s next” and make meaningful progress with little oversight or structure
Familiarity with JuniperSquare or similar CRM tool, such as Salesforce and/or Constant Contact

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Marketing Coordinator