Marketing Coordinator - Private Wealth Management

Position Overview

The Private Wealth Management (PWM) Marketing team within Marketing & Communications (M&C) is seeking a Marketing Coordinator responsible for supporting the revenue growth for the PWM business. This role primarily supports the PWM Marketing Consultants and involves day-to-day interface with PWM’s Financial Advisors while providing tactical marketing execution support. The individual will also be exposed to PWM’s Wealth Solutions Group initiatives and content made available for Financial Advisor use.

Excellent customer service and communication skills, along with strong organizational and project management abilities, are essential. In partnership with the full PWM Marketing team, the role embraces the "I Lead, We Own" mentality. We all support the growth of the PWM business through collaboration and celebrating team wins. This is a hybrid role (in office Monday - Thursday in Milwaukee).

Key Responsibilities

• Actively support inbound marketing requests and field questions from Financial Advisor teams by directing them to existing resources or creating new collateral.
• Collaborate with key partners in M&C to support and execute projects and initiatives for Financial Advisors and PWM branches.
• Support the Marketing Consultant’s strategic marketing conversations and initiatives with Financial Advisors and Branch Leaders through project execution, meeting coordination, and follow-ups.
• Serve as a technical expert and problem solver on PWM Marketing’s core tools and technology platforms (Digital MKTG HQ and Marketing On Demand).
• Lead the development and ongoing updates to Financial Advisors’ marketing tools, including brochures, pitchbooks, print ads, and their digital presence (website, email marketing, social media).
• Provide ongoing event support, in partnership with the Corporate Events team, for Financial Advisors and branches by creating event invitations, coordinating prep calls, and developing necessary collateral.
• Partner with the Wealth Solutions Group Coordinator to support ongoing content needs and strategies for Financial Advisors to effectively and efficiently leverage in support of their clients.
• Actively measure the recommended marketing strategies and tactics, using both quantitative and qualitative methods, to inform the next best steps.

Required Qualifications

• Bachelor’s degree in Business, Marketing, or Communications.
• 2+ years of marketing communications experience, including full-time roles or internships.
• Strong commitment to providing exceptional customer service, with excellent interpersonal and communication skills.
• Experience working with field sales representatives, clients, and/or Financial Advisors on marketing support. Exposure to website CMS programs, email marketing tools, or self-service design tools (e.g., Canva) is a plus.
• Excellent organizational and project management skills with the ability to prioritize daily workflow and meet deadlines.
• Ability to work independently in a fast-paced environment with minimal supervision while collaborating effectively with team members at all levels.