Marketing Coordinator Job at ASPIRIANT LLC in San Francisco

The Marketing Coordinator at Aspiriant is passionate about digitally building the brand and promoting the growth of the firm. Our ideal candidate has experience being a part of an integrated, fast-paced marketing team and has a strong interest in financial services. In addition, this person is hard-working, likes tackling a variety of projects and enjoys learning along the way. This is an exceptional opportunity for someone who likes to roll up their sleeves and learn from a team of experienced marketers.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment – Together, We Achieve More
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Act as a project manager for Aspiriant webinars and events – including but not limited to interfacing between key stakeholders, following checklists, drafting content and laying out emails in our marketing automation system, Marketo
• Manage marketing team project management software implementation
• Update and manage Salesforce project management workflows for the marketing team
• Social media and intranet posting
• Submit and track marketing pieces for compliance review
• Brand management support
• Ad hoc marketing and administrative tasks

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge:

• Knowledge of Adobe Creative Suite a plus

Skills:

• Exceptional project management skills and comfort switching between projects with attention to detail, often under strict guidelines and tight timeframes
• Strong communication skills and proactiveness

Abilities:

• Desire to learn and grow, gain new skills, problem solve; a self-starter who likes to take on new projects and become an expert
• Ability to take full ownership of projects and see them through to a successful conclusion

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills and abilities to perform the job. A typical way to acquire the requirements would be:

• Bachelor's degree in a business discipline or marketing preferred
• 2-4 years of work experience preferably in marketing
• Experience with mass emailing platforms, preferably Marketo

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.