Regional Marketing Coordinator

About 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 receive tailored solutions that promote growth and help them achieve financial goals. Merit addresses the retirement challenges in America by helping clients reach financial freedom and confidence.

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 Fast 40.

About the Role

The Regional Marketing Coordinator supports the execution of localized marketing initiatives, events, and campaigns in the East Coast region. Reporting to the Regional Marketing Manager, this role is responsible for coordinating marketing activities, managing project tasks, supporting advisor marketing requests, and ensuring the timely delivery of regional marketing initiatives. This position is highly execution-focused and ideal for someone who enjoys organization, collaboration, and bringing projects to completion.

The Regional Marketing Coordinator works closely with regional advisors, office leadership, and the corporate marketing team to support client engagement, brand awareness, and business development efforts. The ideal candidate is detail-oriented, proactive, and capable of managing multiple projects simultaneously while maintaining a high level of accuracy and service. This individual will focus on coordination and execution rather than marketing strategy development, helping ensure regional marketing programs are delivered efficiently and consistently.

Responsibilities

• Support the execution of regional marketing plans as directed by the Regional Marketing Manager.
• Coordinate day-to-day marketing activities for the East Coast region.
• Manage assigned tasks and timelines within the firm's project management platform (ClickUp).
• Track project status, deadlines, and deliverables while helping ensure projects move efficiently through creative, content, and compliance workflows.
• Assist with the creation, customization, and deployment of marketing materials, emails, social media content, landing pages, and other campaign assets.
• Process advisor and office marketing requests and coordinate fulfillment with internal marketing teams.
• Maintain marketing calendars and project schedules for assigned regions.
• Coordinate logistics for client events, seminars, appreciation events, sponsorships, community events, and networking activities.
• Manage registration lists, invitations, event materials, promotional items, signage, and vendor communications.
• Support onsite event execution, including setup, attendee management, photography coordination, and post-event follow-up.
• Coordinate the distribution of marketing collateral and branded materials to regional offices.
• Assist with event reporting and documentation following completion of events.
• Serve as a primary marketing support resource for advisors and staff within the Marietta office and assigned East Coast markets.
• Assist advisors with marketing requests, campaign implementation, presentations, and local marketing initiatives.
• Coordinate the production and delivery of marketing materials while ensuring compliance with firm standards and brand guidelines.
• Support advisor participation in community events, sponsorships, and business development activities.
• Maintain accurate project documentation, templates, and marketing resources.
• Assist in gathering regional marketing metrics and reporting information.
• Monitor project workflows and follow up with stakeholders to ensure deadlines are met.
• Support the Regional Marketing Manager with planning, organization, and execution of regional marketing priorities.
• Maintain organized records of events, marketing assets, budgets, and vendor information.

Requirements

• Bachelor's degree in Marketing, Communications, Business, Public Relations, or a related field preferred.
• 1-3 years of marketing, communications, event coordination, or related experience.
• Experience supporting events, marketing campaigns, or client-facing initiatives preferred.
• Familiarity with project management tools such as ClickUp, Monday.com, Asana, or similar platforms.
• Experience within financial services, professional services, wealth management, or a highly regulated industry is a plus.

Skills

• Strong organizational and time management skills.
• Excellent attention to detail and follow-through.
• Ability to manage multiple projects and priorities simultaneously.
• Strong interpersonal and customer service skills.
• Excellent written and verbal communication skills.
• Working knowledge of digital marketing channels, event coordination, and marketing operations.
• Ability to collaborate effectively within a fast-paced, team-oriented environment.
• Proficiency with Microsoft Office applications.
• Experience with project management platforms and CRM systems is preferred.
• Ability to travel occasionally throughout the East Coast region in support of events and regional initiatives.

Key Success Metrics

• Timely completion of assigned marketing projects and deliverables.
• Positive feedback from advisors, office leadership, and internal stakeholders.
• Accurate and efficient coordination of events and marketing activities.
• Consistent adherence to project timelines and workflow requirements.
• High-quality execution of regional marketing initiatives and advisor support requests.
• Strong partnership and responsiveness to the Marietta office and East Coast regional teams.

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA), or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

Merit has been recognized as a “Best Places to Work for Financial Advisors” by InvestmentNews (2018-2024) and has made the fastest-growing companies list in both INC 5000 (2019, 2020, 2021) and Georgia’s Fast 40 (2019, 2022).