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Corient

Fiduciary wealth management and investment advisory

Senior Marketing Coordinator

Marketing Generalist & ManagementUpdated on Nov 13
Full-timeMorristown, NJ, USA

About the Job

Requirements

  • At least 5 years of marketing, communications, or brand management experience in financial or professional services; wealth management experience is preferred.
  • Demonstrated experience in content marketing, corporate communications, or marketing program management.
  • Strong writing, editing, and storytelling skills.
  • Experience managing marketing collateral and brand assets.
  • Project management and organizational abilities.
  • Proficiency with Microsoft 365 applications, including PowerPoint, Word, Excel, and Teams.
  • Must be at least 18 years of age.
  • Must have unrestricted work authorization to work in the United States; proof of work authorization is required.
  • Must be willing to execute the Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
  • Must be able to work onsite four days per week.

Responsibilities

  • Execute and support core marketing initiatives aligned with business objectives and target audiences.
  • Manage and coordinate content development with marketing team members and subject matter experts to create thought leadership, case studies, blogs, white papers, and other marketing materials.
  • Maintain consistent brand messaging, voice, and visual identity across marketing and business communications.
  • Review marketing materials for compliance with brand guidelines and quality standards.
  • Lead the development, maintenance, distribution, and optimization of marketing collateral, including client presentations, service overviews, one-pagers, case studies, event materials, and digital assets.
  • Manage content and collateral updates, version control, and accessibility to keep materials current and readily available.
  • Collaborate with service line leaders and subject matter experts to develop content and collateral supporting business development and client engagement goals.
  • Manage relationships with external vendors, including designers, agencies, printers, and other marketing partners.
  • Track marketing performance and recommend improvements based on engagement and effectiveness metrics.
  • Manage multiple marketing projects simultaneously and ensure timely execution and delivery.
  • Support planning and execution of events, webinars, trade shows, and client engagement programs.
  • Identify and implement improvements to marketing processes, workflows, and operational efficiency.
  • Research, evaluate, and lead implementation of marketing project management and content planning tools and platforms.

Desired Qualifications

  • Familiarity with marketing workflow management and automation tools.
  • Experience collaborating with creative agencies and external vendors.
  • Basic understanding of content marketing, search engine optimization, digital marketing, and analytics.
  • Experience supporting business enablement initiatives.
  • Wealth management experience.

About the Company

Corient

Fiduciary wealth management and investment advisory

Corient Capital Partners provides wealth management and investment advisory services for ultra-high-net-worth individuals and families. It acts as a fiduciary, offering holistic financial planning, investment management, tax and trust services, lending, and an alternatives platform that can include private equity, hedge funds, and real estate funds. The firm differentiates itself through its client-first fiduciary standard and its integration within the CI Financial network, unifying multiple legacy firms under a single brand to access diverse investment strategies. Its goal is to preserve and grow client wealth across generations while expanding its U.S. presence with backing from its parent company and strategic partners.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Newport Beach, CA
Founded
2015

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