Marketing Coordinator

We need to output HTML fragment only, with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use only sections that have real specific content. The posting includes: Who We Are (company description) maybe not needed as heading? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. We need to decide which sections to include. We have content: "Who We Are" description. Could map to "About the role"? Actually "About the role" is typical. The "Who We Are" is about company, not role. Might be considered "About the role"? But they said use those examples; we can include "About the role" heading and put the company description there? Might be okay. However they said "Do NOT repeat the job title as a heading (the page already shows it)". So we can have About the role (company overview). Then we have Summary (maybe part of About the role). Then Key Responsibilities (list). Then Qualifications (list). Then "What We Offer:" includes benefits and pay range. So we can have Benefits (list: competitive salary, paid time off, paid holidays, 401(k) with matching, additional benefits). Pay: salary range $51,800 to $63,700 plus mention of incentives. Schedule not mentioned, so omit. Skills maybe not explicit; we could combine Qualifications and Skills? But we have Qualifications section already. Could also have Skills (maybe from qualifications like Hubspot, CRM, CMS). But we should not create thin sections. Better to have Qualifications and maybe Skills combined? The instruction: Prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Qualifications, Benefits, Pay. That's five sections. We must use

• for any list of duties/requirements/benefits. So Responsibilities list, Qualifications list, Benefits list. We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from the posting. Let's extract details: Who We Are: 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. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Summary: The Marketing Coordinator supports the execution of marketing initiatives that strengthen brand awareness, drive business growth, and enhance client engagement. Working closely with marketing leadership and cross-functional teams, this role helps coordinate events, manage marketing technology platforms, analyze campaign performance, and deliver marketing assets that support strategic business objectives. The ideal candidate is organized, tech-savvy, and passionate about leveraging marketing tools and insights to improve efficiency and results. Key Responsibilities (appears twice but same content): - Assist the Chief Marketing Officer and other marketing colleagues in their efforts to raise brand awareness and encourage organic growth. - Assist with the planning and coordination of regional and national events. - Work closely with senior marketing members to understand regional marketing needs. - Prioritize incoming projects to deliver assets to collaborators on time. - Coordinate essential elements of our marketing automation platform (Hubspot) and improve its use by ensuring detailed tracking of important metrics through tools such as forms, landing pages, automated emails, and workflows. - Serve as a resource to advisors and internal teams looking to better understand firm marketing metrics. Qualifications (appears twice): - A degree or background in marketing or communications. - Internship experience within a wealth management firm or similar industry. - Prior experience working with a marketing automation platform like Hubspot or Marketo. - Exposure to and familiarity with Customer Relationship Management (CRM) software. - Ability to think proactively about marketing technology needs and an interest in problem-solving and process improvement. - Ability to work across departments and levels of the firm to build solutions to improve efficiency and client experience. - Some experience with Content Management Systems (CMS) like Wordpress and Adobe CC, specifically with HTML output from CC programs. What We Offer: - Wealthspire Advisors provides a competitive salary, paid time off, paid holidays, a 401(k) with matching contributions, and additional benefits. - The salary range for this role is $51,800 to $63,700. - The final base salary depends on several factors such as experience, credentials, education, certifications, required skills, role scope, and location. Each salary is decided individually. - Besides the base pay, this position may qualify for incentives based on performance. - Wealthspire is an inclusive Equal Employment Opportunity employer. (This is boilerplate EEO; we should remove EEO/equal-opportunity boilerplate per instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should drop that line.) Also there is a hashtag and Job ID: #Wealthspire 2587535 - we should drop minor metadata. Thus Benefits list: competitive salary, paid time off, paid holidays, 401(k) with matching contributions, additional benefits. Also maybe mention incentives based on performance? That could be part of Pay or Benefits. Since Pay section is separate, we can put incentives in Pay. Pay: salary range $51,800 to $63,700; final base salary depends on factors; each salary decided individually; besides base pay, position may qualify for incentives based on performance. Schedule: not mentioned, omit. Now we need to output HTML fragment only, with headings

  . Use

  for prose. Use

  • for lists. We need to avoid repeating content. Ensure we include all substantive info. Let's craft:

    About the role

    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. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

    Responsibilities

    • Assist the Chief Marketing Officer and other marketing colleagues in their efforts to raise brand awareness and encourage organic growth.
    • Assist with the planning and coordination of regional and national events.
    • Work closely with senior marketing members to understand regional marketing needs.
    • Prioritize incoming projects to deliver assets to collaborators on time.
    • Coordinate essential elements of our marketing automation platform (Hubspot) and improve its use by ensuring detailed tracking of important metrics through tools such as forms, landing pages, automated emails, and workflows.
    • Serve as a resource to advisors and internal teams looking to better understand firm marketing metrics.

    Qualifications

    • A degree or background in marketing or communications.
    • Internship experience within a wealth management firm or similar industry.
    • Prior experience working with a marketing automation platform like Hubspot or Marketo.
    • Exposure to and familiarity with Customer Relationship Management (CRM) software.
    • Ability to think proactively about marketing technology needs and an interest in problem-solving and process improvement.
    • Ability to work across departments and levels of the firm to build solutions to improve efficiency and client experience.
    • Some experience with Content Management Systems (CMS) like Wordpress and Adobe CC, specifically with HTML output from CC programs.

    Benefits

    • Competitive salary
    • Paid time off
    • Paid holidays
    • 401(k) with matching contributions
    • Additional benefits

    Pay

    The salary range for this role is $51,800 to $63,700. The final base salary depends on several factors such as experience, credentials, education, certifications, required skills, role scope, and location. Each salary is decided individually. Besides the base pay, this position may qualify for incentives based on performance.

    We should not include Schedule section. Check for any duplicated content: we included all. We removed EEO line. We removed hashtag and job ID. We kept the summary? Actually we didn't include a separate Summary section; we incorporated the summary into About the role? The summary about the role is separate from Who We Are. The instruction: Use

    for section headings (e.g. About the role, Responsibilities...). The summary could be part of About the role or maybe we could have a separate section "About the role" that includes both Who We Are and Summary. That's fine. We need to ensure we didn't miss any substantive info: The summary includes: "The Marketing Coordinator supports the execution of marketing initiatives that strengthen brand awareness, drive business growth, and enhance client engagement. Working closely with marketing leadership and cross-functional teams, this role helps coordinate events, manage marketing technology platforms, analyze campaign performance, and deliver marketing assets that support strategic business objectives. The ideal candidate is organized, tech-savvy, and passionate about leveraging marketing tools and insights to improve efficiency and results." We didn't include that explicitly. Should we include it? It's substantive. We could add a paragraph after the About the role heading, maybe as a short description. The About the role currently contains the company description. We could add another paragraph after that for the summary. Or we could merge the summary into the About the role paragraph. Better to add a separate

    after the company description. Thus:

    About the role

    Wealthspire is a leading wealth management...

    The Marketing Coordinator supports the execution of marketing initiatives that strengthen brand awareness, drive business growth, and enhance client engagement. Working closely with marketing leadership and cross-functional teams, this role helps coordinate events, manage marketing technology platforms, analyze campaign performance, and deliver marketing assets that support strategic business objectives. The ideal candidate is organized, tech-savvy, and passionate about leveraging marketing tools and insights to improve efficiency and results.

    That preserves summary. Now check if any other info: The "Key Responsibilities" repeated twice; we used once. Qualifications repeated twice; we used once. What We Offer: we used benefits and pay. We removed EEO line. We removed "#Wealthspire 25875