Regional Market Engagement Coordinator - Marietta

We need to output HTML fragment with sections: About the role? The posting includes "The Company:" description, then "Position Summary", then "Essential Job Functions" with sub-bullets, then "Knowledge, Skills, And Abilities", then "Key Success Metrics", then "Salary + Benefits", then "Compensation", then "Requirements: Qualifications". We need to use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to decide which sections to include based on content. We must not repeat job title as heading. No Job ID. Remove boilerplate (cookie/navigation/legal/EEO etc). The posting includes some boilerplate like "Best Places To Work for Financial Advisors 2018-2024..." which is not boilerplate but maybe considered recognition; it's part of company description? It's under Salary + Benefits? Actually it's after Salary + Benefits block. It seems like extra info about awards. Might be considered not essential? It's not boilerplate but could be considered company accolades. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This award info is not those; we can keep if substantive. However it's quite detailed; maybe we keep as part of company description. We need to include sections only when posting has real, specific content. Avoid filler like "commensurate with experience". The posting includes "Competitive, based on experience" for salary, and list of benefits. So we can include Benefits section. Pay? It says "Competitive, based on experience" and later "Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data." That's vague; we could include Pay section with that statement. But we should avoid filler like "not specified". It's somewhat specific: competitive based on experience, qualifications, location, market data. That's okay. Schedule: not mentioned. So omit Schedule. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to output only HTML fragment. Let's structure:

  About the Company

  maybe? But allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They said use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It seems they expect those headings. But we can also use other headings? The instruction: "use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are examples; we can use those headings if appropriate. We have content that matches: About the role (position summary), Responsibilities (essential job functions), Requirements (qualifications), Skills (knowledge, skills, abilities), Benefits, Pay. Also maybe "Key Success Metrics" could be part of Responsibilities? But we could make a separate section? Not in list; maybe we incorporate into Responsibilities or Skills. Better to keep as part of Responsibilities? But we need to preserve all substantive information; we could add a subsection under Responsibilities with

  for key success metrics? However they said use
  • for any list of duties/requirements/benefits. Key success metrics is a list; we could treat as part of Responsibilities. We need to avoid creating sections with filler. So we will include:

    About the role

    with position summary paragraph(s).

    Responsibilities

    with
    of duties (maybe grouped). We have many bullet points under Essential Job Functions (three categories). We'll combine them into a single list? Could break into subheadings but not allowed? We could keep as list items.

    Requirements

    maybe for qualifications? But they also have Knowledge, Skills, And Abilities separate. Could map Requirements to qualifications (education/experience) and Skills to knowledge, skills, abilities. We'll follow examples. Thus:

    Requirements

    with
    of qualifications: Bachelor's degree..., 1-3 years..., Experience..., Familiarity..., Experience within financial services...

    Skills

    with
    of knowledge, skills, abilities: Strong organizational..., Excellent attention..., Ability to manage..., Strong interpersonal..., Excellent written..., Working knowledge..., Ability to collaborate..., Ability to build trust..., Proficiency..., Ability to travel...

    Benefits

    with
    of benefits listed.

    Pay

    with

    describing competitive compensation based on experience, qualifications, location, market data. We also have company description; maybe we put that under

    About the role

    or separate

    About the company

    not in list but could be okay. The instruction says use

    for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but to be safe we could incorporate company description into About the role? But About the role is supposed to be role summary. Better to have a separate section for company overview; maybe use

    About the company

    . Not in examples but likely acceptable. However they said "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, not exhaustive. So we can use other headings like About the company. We'll include:

    About the company

    with paragraphs from "The Company:" description. Then

    About the role

    with position summary. Then

    Responsibilities

    with list. Then

    Requirements

    with list. Then

    Skills

    with list. Then

    Benefits

    with list. Then

    Pay

    with paragraph. We must not include duplicated lines. Ensure we don't repeat the same info. Let's extract content. Company description: "The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals. Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience. Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team." We can keep that as paragraphs. Position Summary: "Position Summary The Regional Market Engagement Coordinator supports the Marietta office’s local client engagement, brand awareness, community presence, and business development efforts. This role works closely with office leadership, advisors, COIs, community partners, and the Merit Marketing team to ensure local initiatives are coordinated, professionally executed, and aligned with firm standards. This position is highly relationship- and execution-focused and ideal for someone who enjoys organization, local market engagement, and helping an office bring business development opportunities to life. The role is not intended to function as a local marketing department; instead, it supports local execution and coordination while partnering with the centralized Marketing team when campaigns, collateral, communications, event promotion, or branded materials are needed. The ideal candidate is proactive, highly organized, relationship-oriented, and comfortable representing Merit in the local market. This individual should be able to manage details, coordinate across stakeholders, support client and prospect experiences, and help strengthen the office’s presence with COIs, community partners, and other local referral relationships while maintaining clear alignment with Marketing’s centralized processes and standards." We'll put that as paragraphs. Responsibilities: Essential Job Functions broken into three categories. We'll combine into a single list, but maybe we can keep subheadings as inside
    • ? Not required. We'll just list each bullet. List items: - Coordinate local office needs, timelines, requests, and follow-through related to client engagement, brand awareness, relationship development, and business development initiatives. - Coordinate day-to-day local market activities that support the Marietta office’s client engagement, referral partner development, community presence, and business development priorities. - Track project status, deadlines, and deliverables while helping ensure projects move efficiently through creative, content, and compliance workflows. - Provide local context, logistics, audience details, and office input when Marketing support is needed for emails, collateral, social content, landing pages, event promotions, or other campaign assets. - Help connect local office priorities with the appropriate Marketing resources by clarifying needs, gathering required information, and supporting timely follow-up when Marketing involvement is required. - Coordinate logistics and local relationship support for client events, prospect events, COI gatherings, referral partner meetings, sponsorships, community events, speaking engagements, and networking activities. - Support onsite event execution as a local “right hand” resource, including setup, attendee management, advisor support, participant experience, photography coordination, issue resolution, and post-event follow-up coordination. - Maintain and support relationships with COIs, community partners, local organizations, and referral sources by coordinating touchpoints, tracking follow-up needs, preparing advisors for meetings or events, and helping ensure the office remains visible and responsive in the local market. - Coordinate attendee, prospect, and referral partner follow-up after events by helping organize next steps, routing leads or relationship notes to the appropriate team members, and ensuring timely communication in partnership with advisors, office leadership, Client Development Managers, and Marketing as appropriate. - Assist with event reporting and documentation following completion of events. - Serve as a primary local coordination and business development support resource for advisors and staff within the Marietta office. - Assist advisors with local business development activities, event preparation, community engagement, relationship follow-up, and coordination of items that may require Marketing support. - Coordinate requests for approved materials, presentations, event assets, and branded resources to ensure they are prepared, delivered, and used in alignment with firm standards and brand guidelines. - Support advisor participation in community events, sponsorships, and business development activities. - Support clear communication and follow-through on local initiatives by consolidating office priorities, clarifying deadlines and expectations, communicating project status, and helping ensure requests are routed appropriately. - Maintain accurate project documentation, templates, and resources. - Assist in gathering regional marketing metrics and reporting information. - Monitor project workflows and follow up with stakeholders to ensure deadlines are met. - Collaborate with the regional marketing team on planning, organization, and execution of regional marketing priorities. - Maintain organized records of events, marketing assets, budgets, and vendor information. That's a lot; we keep all. Requirements (Qualifications): - Bachelor's degree in Communications, Business, Public Relations, or a related field preferred. - 1-3 years of marketing, communications, event coordination, or related experience. - Experience supporting events or client-facing initiatives preferred. - Familiarity with project management tools such as ClickUp, Monday.com, Asana, or similar platforms