Marketing Coordinator - Project Management

Summary In this role, you will work under limited supervision, utilizing the knowledge and skills gained through your education and experience to coordinate and support the successful execution of marketing and communications projects. You will manage day-to-day project activities including project intake, planning, scheduling, documentation, stakeholder coordination and delivery. You will perform entry- to intermediate-level project management analysis and administrative tasks, working within established processes and best practices to keep projects organized, on track and moving forward. While general guidelines will be provided, you will also have some responsibility for independent decision-making. Your duties will include partnering with account managers, creative teams and other internal stakeholders to clarify project requirements, coordinate deliverables, communicate progress and address routine project questions or issues.

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.

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