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Marketing Operations Coordinator

Marketing Operations Coordinator

Wealth AccessNashville, TN, US
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Marketing Operations Coordinator Location :

  • Nashville, TN (On-site) Employment Type : Full-time The Role We’re seeking a hands-on, highly organized Marketing Operations Coordinator to join our fast-growing team.
  • As a growth-stage company, we move fast—and we need someone who’s ready to jump in, try new things, and help bring order to the chaos.

You’ll work across nearly every facet of marketing :

  • events, campaign execution, social, HubSpot, swag management, and cross-functional coordination.
  • You’ll collaborate closely with our Marketing Director, Demand Generation Manager, Sales, and Client Success teams to support programs that drive measurable business impact.

    • What You’ll Do - Campaigns & Coordination :

  • Work with the Demand Generation Manager to schedule and execute marketing campaigns.   - Manage timelines, deliverables, and QA across email, social, and web campaigns.   - Support campaign performance tracking and data hygiene. - Event Planning & Execution :   - Own logistics for conferences, webinars, and hosted events—from planning to on-site support.   - Manage vendor relationships, travel coordination, and branded materials.   - Partner with Sales and Client Success to maximize event impact. - Tech Stack & HubSpot :   - Maintain marketing assets, forms, and workflows in HubSpot.   - Assist with CMS updates and website content coordination.   - Ensure data accuracy across campaigns and systems. - Swag & Collateral :   - Track inventory and manage swag orders for events, client gifting, and campaigns.   - Coordinate distribution and shipping. - Social Media :   - Schedule and post on LinkedIn and other platforms.   - Monitor engagement and share performance updates. - Identify opportunities to apply AI for campaign optimization, reporting automation, and content support.
  • Who You Are - Exceptionally organized with great attention to detail. - A natural communicator who works well across teams. - Proactive, curious, and eager to learn the full marketing stack. - Comfortable juggling multiple projects in a fast-paced environment. - Familiar with HubSpot, Canva, or social media tools (a plus, not required). - Practical understanding of AI tools to improve marketing efficiency and content workflows.
  • Qualifications - Bachelor’s degree in Marketing, Communications, or related field. - 0–2 years of relevant marketing, operations, or project coordination experience. - Interest in B2B, SaaS, or fintech marketing preferred. - Strong writing, communication, and collaboration skills.
  • Preferred Qualification - Experience using AI-driven tools for marketing automation, personalization, or analytics.
  • Why Join Wealth Access - Be a key part of a collaborative, mission-driven marketing team. - Gain experience across campaign execution, events, content, and marketing tech. - Learn how marketing drives measurable impact at a fast-growing fintech company. - Competitive salary, benefits, and opportunities to grow your career.
  • Our Values - Lead with Insight - Put People First - Win Together Compensation Compensation includes a competitive base salary, performance-based bonus, and comprehensive benefits.
  • The final package will reflect experience, qualifications, and market conditions.
  • About Wealth Access Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences.
  • Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data.
  • Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise.
  • This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments.
  • Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
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