Marketing Coordinator - Project Management

Job Description Summary

Job Description

Responsibilities:

• Coordinates project intake, gathering and clarifying requirements, and ensuring necessary information is available to initiate work.
• Supports execution of established marketing plans through effective internal (agency) and external (client) communications, and project coordination.
• Coordinates day-to-day project workflow across account managers, clients, creative teams and other stakeholders, facilitating handoffs, reviews, approvals, and delivery while communicating project status, changes, decisions and next steps.
• Monitors project timelines and requirements, identifying potential issues or risks and working within established processes to recommend adjustments or escalate concerns when appropriate.
• Coordinates the creation and production of marketing and communications materials (including copy, layout, Web design, and/or audio/visual material) through the internal marketing agency, ensuring work aligns with project objectives and requirements.
• Provides basic project consulting to account managers and clients in order to resolve immediate questions and/or requests.
• Assists with the preparation of project scopes, estimates, schedules, and other project documentation for assigned projects.
• May coordinate the organization, maintenance, and updating of the client, investment products, department offerings and service information on the organization’s intranet system.
• Contributes to the development of tutorials, best practices and documentation for internal/departmental and/or external/client reference.
• Conducts basic marketing research and compiles project results and insights as assigned.
• May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency.
• Assists marketing leadership with special projects related to timely business needs.
• Performs other duties and responsibilities as assigned.

Skills:

• Principles and practices of customer relations, marketing, and communications.
• Basic concepts, practices, and principles of project management methodology, including project management, analysis, administration, and documentation.
• Organizing and prioritizing multiple tasks and projects, communicating progress and changes, and managing timelines, scope, estimates, and budget considerations to support on-time, on-budget delivery.
• Creating and maintaining project plans, schedules, documentation and communications; tracking work through completion and proactively communicating changes or potential delays.
• Working effectively across account, creative, client, and other cross-functional teams to coordinate project activities and deliverables.
• Identifying project issues or changing requirements and applying established processes to determine appropriate next steps, seeking guidance or escalating when appropriate.
• Adapting to changing priorities and project requirements while maintaining organization, accuracy, and attention to detail.
• Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively; strong writing and analytical skills.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Demonstrating accuracy and thoroughness while applying feedback to improve performance.
• Completing tasks on time or notifying the appropriate stakeholder with an alternate plan.
• Collecting, researching, and analyzing data.
• Exercising judgment and self-direction to independently complete projects and tasks.
• Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, database, and internet reference service applications.
• Conducting research using the Internet and other resources, compiling results, and preparing reports.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.