Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role is responsible for providing administration, coordination, and operational support across a broad range of marketing activities within a collaborative Marketing team. It offers exposure to various marketing channels, internal teams, wealth managers, suppliers, and business partners, providing insight into a leading wealth management business.

Responsibilities

• Act as a key point of contact for incoming branch and business marketing requests.
• Coordinate financial promotions reviews and liaise with stakeholders, including Compliance.
• Manage the marketing inbox, ensuring requests are organised, allocated, and responded to effectively.
• Track and manage workflows, ensuring delivery against agreed timelines.
• Own key administrative processes including status reporting, invoice management, event calendars, awards tracking, and expense monitoring.
• Produce monthly KPI reporting relating to marketing activity and workflow management.
• Provide guidance and support to branches on marketing best practices.
• Review marketing materials and stationery to ensure brand consistency and compliance.
• Provide ad hoc support with the design, formatting, and production of marketing collateral.
• Support the planning and delivery of a wide range of events, including the Raymond James Annual Forum, hosted/co-hosted events, industry conferences, and internal colleague events.
• Manage event logistics and administration.
• Maintain event management platforms.
• Develop event timelines, calendars, and checklists.
• Coordinate invitations, reminders, and attendee communications.
• Manage registrations and report attendance data.
• Liaise with venues, catering providers, and suppliers.
• Coordinate event branding and marketing materials.
• Maintain GDPR-compliant communication and distribution lists.
• Support attendee experience before, during, and after events.
• Gather feedback and produce post-event reporting and analysis.
• Support the production and maintenance of client-facing and internal marketing materials.
• Ensure all materials reflect Raymond James brand guidelines and messaging.
• Assist with content creation, proof-reading, image sourcing, and distribution.
• Maintain and manage GDPR-compliant communication databases.
• Support marketing design requirements using internal tools or external agencies.
• Maintain branded templates for presentations, reports, and other business documents.
• Assist in keeping marketing materials up to date, accurate, and relevant.
• Coordinate the ordering and distribution of promotional merchandise and branded materials.
• Monitor stock levels and maintain inventory records.
• Research and source new promotional products, considering budget, sustainability, and lead times.
• Work with internal stakeholders to ensure efficient and cost-effective ordering processes.
• Help ensure all branded items remain aligned with corporate guidelines.
• Maintain and update marketing content across the company intranet.
• Ensure digital content remains accurate, engaging, and relevant.
• Support updates to branch websites where required.
• Assist with monitoring and administering company social media channels, including LinkedIn and other platforms.
• Maintain digital content indexes and online resources.
• Support the administration of supplier and third-party relationships.
• Maintain contract records, timelines, invoices, and service documentation.
• Monitor service levels and contract renewals.
• Ensure supplier information is managed accurately and efficiently.
• Work closely with Compliance and Branch Supervision teams to support the approval of financial promotions.
• Ensure all marketing activities follow internal policies, regulatory requirements, and agreed processes.

Requirements

• Strong organisational and administrative skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong communication and stakeholder management skills.
• A collaborative and customer-focused approach.
• Confidence working with digital systems and marketing platforms.
• Ability to work independently while contributing positively to a team environment.
• A willingness to learn, adapt, and support a wide range of marketing activities.

Skills

• Marketing administration
• Workflow management
• Event coordination
• Content creation
• Brand management
• Digital marketing
• Social media administration
• Supplier management
• Compliance support

Location

• Remote

Work Type

• Full-time

Experience Level

• Entry-level
• Mid-level

Benefits

• A collaborative, values-driven culture where integrity and client-first thinking are paramount.
• The opportunity to shape a growing service within a respected and stable firm.

About the Company

• Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services.
• Our parent company, Raymond James Financial, has been doing the same in the US for over six decades.
• Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.