Posted 6 months ago

Marketing Coordinator (Part time / 50% Remote)

  • Part-time
  • Chicago, Illinois
  • Remote Job

General Responsibilities will include:

-Conference planning logistics and follow through including prepping lists for our CRM (Hubspot), lead assignment, free trial activation, and setting up enrollment lists 
-Webinar marketing logistics such as creating segmented lists in Hubspot, scheduling emails, creating sign up links, updating landing pages, and assigning tasks in our CRM 
-Assist in managing/updating our new CMS (content management system) 
-Help compile our monthly content for our client newsletter and formatting properly in Hubspot 
-Award application form submissions 
-Monitor marketing leads in the sales pipeline 
-Create social media and email images 
-Social media marketing


-4-7 years of experience as a project or marketing coordinator, office administrator, sales operations or similar 
-Exceptional attention to detail (Must have) 
-Proficiency in MS Excel, Hubspot, and Canva (Highly preferred) 
-Experience in financial technology (a plus)


Bachelor’s degree preferred


Hours & Location: 
Twice weekly, days and hours are flexible. 1 day in the office each week is preferred. (River North, Chicago)

Our client enables its customers to make smarter investment decisions. Our cloud-based financial data and investment research platform provides investment advisors, wealth managers, and institutional and retail investors with comprehensive data, powerful visualization tools and advanced analytics. They have transitioned from a fintech startup to a 9-year-old, thriving growth company (Inc. 5000 Fastest Growing Company) that offers investors a strong alternative to Bloomberg, at one-fifth of the price. With Morningstar as a lead investor, our client proudly services more than 3,000 firms, including industry-leading names such as TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley and Wells Fargo.

Within this position, you would be assisting our marketing team by overseeing and performing administrative functions that help with our conference sponsorships and our marketing CRM, Hubspot.


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