Regional Marketing Coordinator

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Regional Marketing Coordinator supports the execution of localized marketing initiatives, events, and campaigns the East Coast region. Reporting to the Regional Marketing Manager, this role is responsible for coordinating marketing activities, managing project tasks, supporting advisor marketing requests, and ensuring the timely delivery of regional marketing initiatives. 

This position is highly execution-focused and ideal for someone who enjoys organization, collaboration, and bringing projects to completion. The Regional Marketing Coordinator works closely with regional advisors, office leadership, and the corporate marketing team to support client engagement, brand awareness, and business development efforts. 

The ideal candidate is detail-oriented, proactive, and capable of managing multiple projects simultaneously while maintaining a high level of accuracy and service. This individual will focus on coordination and execution rather than marketing strategy development, helping ensure regional marketing programs are delivered efficiently and consistently. 

Essential Job Functions 

Regional Marketing Execution & Project Coordination 

• Support the execution of regional marketing plans as directed by the Regional Marketing Manager. 
• Coordinate day-to-day marketing activities for the East Coast region. 
• Manage assigned tasks and timelines within the firm's project management platform (ClickUp). 
• Track project status, deadlines, and deliverables while helping ensure projects move efficiently through creative, content, and compliance workflows. 
• Assist with the creation, customization, and deployment of marketing materials, emails, social media content, landing pages, and other campaign assets. 
• Process advisor and office marketing requests and coordinate fulfillment with internal marketing teams. 
• Maintain marketing calendars and project schedules for assigned regions. 

Event Management & Local Market Support 

• Coordinate logistics for client events, seminars, appreciation events, sponsorships, community events, and networking activities. 
• Manage registration lists, invitations, event materials, promotional items, signage, and vendor communications. 
• Support onsite event execution, including setup, attendee management, photography coordination, and post-event follow-up. 
• Coordinate the distribution of marketing collateral and branded materials to regional offices. 
• Assist with event reporting and documentation following completion of events. 

Advisor & Office Marketing Support 

• Serve as a primary marketing support resource for advisors and staff within the Marietta office and assigned East Coast markets. 
• Assist advisors with marketing requests, campaign implementation, presentations, and local marketing initiatives. 
• Coordinate the production and delivery of marketing materials while ensuring compliance with firm standards and brand guidelines. 
• Support advisor participation in community events, sponsorships, and business development activities. 

Administrative & Operational Support 

• Maintain accurate project documentation, templates, and marketing resources. 
• Assist in gathering regional marketing metrics and reporting information. 
• Monitor project workflows and follow up with stakeholders to ensure deadlines are met. 
• Support the Regional Marketing Manager with planning, organization, and execution of regional marketing priorities. 
• Maintain organized records of events, marketing assets, budgets, and vendor information. 

Knowledge, Skills, and Abilities 

• Strong organizational and time management skills. 
• Excellent attention to detail and follow-through. 
• Ability to manage multiple projects and priorities simultaneously. 
• Strong interpersonal and customer service skills. 
• Excellent written and verbal communication skills. 
• Working knowledge of digital marketing channels, event coordination, and marketing operations. 
• Ability to collaborate effectively within a fast-paced, team-oriented environment. 
• Proficiency with Microsoft Office applications. 
• Experience with project management platforms and CRM systems is preferred. 
• Ability to travel occasionally throughout the East Coast region in support of events and regional initiatives. 

Key Success Metrics 

• Timely completion of assigned marketing projects and deliverables. 
• Positive feedback from advisors, office leadership, and internal stakeholders. 
• Accurate and efficient coordination of events and marketing activities. 
• Consistent adherence to project timelines and workflow requirements. 
• High-quality execution of regional marketing initiatives and advisor support requests. 
• Strong partnership and responsiveness to the Marietta office and East Coast regional teams. 

Salary + Benefits:

• Competitive, based on experience
• Medical Insurance  
• Dental/Vision Insurance   
• Life & Personal Accident Insurance 
• Short-term Disability Insurance   
• Long-term Disability Insurance  
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA  
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.





Qualifications

• Bachelor's degree in Marketing, Communications, Business, Public Relations, or a related field preferred. 
• 1-3 years of marketing, communications, event coordination, or related experience. 
• Experience supporting events, marketing campaigns, or client-facing initiatives preferred. 
• Familiarity with project management tools such as ClickUp, Monday.com, Asana, or similar platforms. 
• Experience within financial services, professional services, wealth management, or a highly regulated industry is a plus.