Wealthspire · 7 hours ago
Senior Coordinator, Marketing & Growth - West
San Rafael, CA
Full-time
Hybrid
Mid, Senior Level
$67K/yr - $82K/yr
3+ years expWealthspire is a leading wealth management and business management firm serving clients across the United States. The Senior Coordinator, Marketing & Growth will lead marketing initiatives in the West region, focusing on strategic direction, event management, content creation, and data analytics to enhance growth opportunities and brand awareness.
Financial Services
Responsibilities
Serve as the main point of contact for all marketing and growth initiatives for the West region including regional event coordination, advertising campaigns and digital needs
Work with leaders across the West market to create appropriate strategies for growth and lead generation
Use in-depth knowledge of service lines to socialize offerings and appropriate materials across the West advisor population
Coordinate with marketing team and external vendors to execute various campaigns and fulfill advisor requests
Serve as a centralized resource for West staff in providing training on marketing functions, strategies, and resources, working with marketing team to curate educational resources
Work with local office staff to fulfill client communication, gifting, and engagement needs
Track success of local marketing plans and individual campaigns with support of marketing team in identifying key metrics
Collaborate with corporate growth and marketing team in identifying unique campaign opportunities and developing materials and messaging appropriate to key audiences
Work with external vendors to provide client event support across all markets
Qualification
Required
3+ years of experience in marketing and/or business development, ideally with specific experience as a coordinator on a small team
Proven experience with project management on strategic growth programs with measurable KPIs
Track record of creating and maintaining tailored project plans across geographies or target audiences
Ability to cross-train on various marketing functions including email marketing, social media management, and material design in order to produce comprehensive support to local office teams
Ability to work across departments to find solutions to individual campaign needs
Experience with creation of client or stakeholder communications, preferably via email
Hybrid - 3 days per week in office
Benefits
Paid time off and holidays
A 401(k) plan with company match
Exclusive discount programs
Robust health and wellness benefits
Company
Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Michael LaMena
Chief Executive Officer
Brett Schneider
Executive Vice President and Chief Financial Officer at Wealthspire
Recent News
Business Wire
2026-01-06
Company data provided by crunchbase