Marketing and Events Coordinator

About Us

At Centurion Wealth Management, we help clients build meaningful financial futures-and we’re looking for a creative, driven Marketing Specialist who’s excited to grow with us.

This role is ideal for someone who loves creating compelling content, connecting with people, planning standout events, and being part of a collaborative, upbeat team. You’ll play a key role in shaping our brand, supporting business growth, and delivering exceptional client experiences.

Position Overview

As our Marketing Specialist, you’ll lead social media initiatives, support business development, plan and execute high‑impact events, and help drive meaningful connections with clients and prospects. This is a dynamic, hands‑on role for someone who thrives in a variety‑filled workday and enjoys seeing their ideas come to life.

The Impact You’ll Have

• Shape and strengthen the Centurion brand across digital and in‑person touchpoints
• Drive engagement, lead generation, and client connection through strategic marketing
• Create experiences and campaigns that turn introductions into long‑term relationships
• Support a growing firm where your work is visible, valued, and impactful

Key Responsibilities

Strategy \& Planning

• Collaborate with the Director of Operations to develop and execute the annual marketing plan aligned with firm growth goals
• Identify new marketing and business development opportunities
• Plan and execute business‑building events and community initiatives

Digital Marketing \& Content Creation

• Develop and execute multichannel marketing campaigns across social media, email, and website platforms
• Create original, engaging content to increase reach and engagement
• Design marketing materials using Canva
• Support advisor LinkedIn campaigns and website updates
• Implement lead‑generation initiatives and content marketing strategies
• Apply SEO best practices to enhance visibility and organic traffic

Social Media Management

• Manage firm social media channels including LinkedIn, Instagram, and Facebook
• Schedule posts, monitor engagement, analyze performance, and optimize campaigns

Events \& Experiences

• Plan, coordinate, and oversee events-from community outreach to client dinners and corporate functions-ensuring seamless execution from start to finish
• Manage post‑event follow‑ups to support relationship building and pipeline growth
• Oversee branded gift sourcing, inventory, and delivery

Client \& Prospect Engagement

• Understand target audiences and tailor messaging and outreach accordingly
• Maintain accurate, organized CRM data to support efficiency and reporting
• Manage follow‑ups after events and client activities

Branding, Compliance \& Operations

• Ensure all marketing activities comply with Ameriprise guidelines and brand standards
• Assist with monitoring the marketing budget and cost‑effective resource use
• Support special projects, product launches, and firm initiatives as needed

Analytics \& Optimization

• Monitor campaign performance using tools such as Google Analytics and platform insights
• Utilize marketing automation tools to streamline campaigns and nurture leads

What Makes You a Great Fit

• Experience with lead generation (required)
• Proficiency in Canva (required)
• Highly organized with strong attention to detail
• Excellent written and verbal communication skills
• Creative, social‑media savvy, and brand‑minded
• Comfortable multitasking in a fast‑moving environment
• Tech‑savvy and eager to learn new tools
• Professional, positive, and team‑oriented mindset

Why You’ll Love Working Here

• Your ideas matter-your creativity helps shape our brand
• Direct impact in a small, growing firm
• Growth‑oriented environment with opportunities to learn and lead
• Client‑focused work that feels meaningful
• Warm, collaborative team culture

Benefits

• Performance‑based bonus opportunities
• Profit‑sharing program-share in the success you help create
• Generous paid time off
• 401(k) with employer match
• Dedicated mental health days
• Paid birthday off
• Perk reimbursement program
• Ongoing professional development and growth opportunities

If You’re Ready to Grow with Us

This role is perfect for someone who wants to be more than just a marketer. You’ll help shape our brand, strengthen client relationships, and contribute to meaningful experiences that make a difference.

Pay: $31\.00 - $36\.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Work Location: In person