Responsibilities

The Marketing Coordinator will help bring Freestone’s marketing strategies to life through social media, marketing materials, PR, and events. It’s a hands-on opportunity for someone who thinks critically, stays organized, and wants to build experience across multiple areas of marketing.
Reporting to the Marketing Director, you’ll help shape how Freestone connects with clients, prospects, and the communities we serve. You’ll work alongside the Marketing Director and our wealth planning, advisory, and investment teams to turn their expertise into engaging social content and marketing materials. Our marketing team collaborates closely and stays curious about new tools and ideas, from AI to emerging content formats. You’ll have a direct role in putting those ideas to work and creating the materials and campaigns our teams rely on.
Manage the firm’s social media calendar; create and publish content across its social channels; monitor performance; and recommend ways to improve future content.
Conduct quarterly reviews of the firm’s marketing collateral and coordinate updates to keep materials accurate, current, and consistent with Freestone’s brand standards.
Maintain the firm’s slide repository, ensuring approved slides are current, consistently formatted, and easy to access.
Format and refine ad hoc presentations, handouts, advertisements, and other materials for client advisors and internal teams.
Support the execution of digital advertising campaigns as needed, coordinating with the firm’s outside marketing agency on creative assets, timelines, and performance reporting.
Assist with the planning and execution of client, prospect, community, and internal events.
Manage the firm’s swag inventory and coordinate gifts for clients, prospects, centers of influence, and other firm relationships.
Bachelor’s degree.
2-3 years of experience in marketing, social media, or a related role preferred.
Experience using PowerPoint, Adobe Creative Suite, Excel, Canva, HubSpot, YouTube, and Vimeo strongly preferred.

Marketing Coordinator at Freestonecapitalmanagement · LumiJobs

Marketing Coordinator

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Freestonecapitalmanagement

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