Job Description

*This position is an on-site, full-time role in Charlotte, NC.

About Hobart Wealth

Hobart Wealth is a Charlotte-based wealth management firm helping individuals and families make informed decisions about the wealth they have built. Our marketing makes complex financial topics understandable, relevant and useful to the people we serve.

Position Summary

The Marketing Coordinator manages recurring marketing execution, including newsletters, social media, content publishing, compliance coordination, event communications, CRM data and reporting. Working with the Marketing Manager, internal teams and external partners, this person keeps projects organized, prepares accurate materials for review and follows through on deadlines.

The Marketing Manager sets marketing priorities, strategy and creative direction and provides final marketing review; the designated compliance team provides compliance approval.

Key ResponsibilitiesEmail, Newsletter & Compliance

● Manage the weekly Hobart Weekly e-newsletter production process, from gathering content and assembling established templates through proofreading, testing and preparing approved issues for distribution

● Build, schedule and distribute approved email campaigns through Levitate, including invitations, reminders and follow-ups using appropriate lists and tags

● Coordinate compliance submissions for assigned marketing materials, including required disclosures and revisions; confirm approval before publication

● Maintain a submission and approval log, following up on outstanding items and flagging delays to the Marketing Manager

Content, Social Media & Video

● Maintain the content inventory, publishing calendar and approved asset library, tracking status, approvals, publication dates and opportunities to reuse content

● Draft and adapt captions, supporting copy and basic graphics using established brand templates; proof materials for accuracy and consistency before review

● Schedule and publish approved posts across LinkedIn, Instagram, Facebook and other designated channels

● Create basic short-form video clips and captions from existing recordings and repurpose approved articles, videos and newsletter content across channels

● Coordinate assets and routine publishing for Hobart Wealth video series, YouTube and other media channels

Website & Digital Marketing

● Publish approved articles, videos, WBTV Financial Focus and Media Hub content, and routine website updates in WordPress

● Check website forms, links and calls to action for accuracy and function, reporting issues that affect lead capture

● Coordinate new page builds and technical website changes with designated vendors

CRM & Lead Tracking

● Maintain marketing-related contact segments, lists, tags and campaign data in Wealthbox and Levitate

● Review website and event leads for accurate Contact Source information in Wealthbox; correct known issues and flag unresolved discrepancies

● Check that marketing-generated inquiries are routed to the appropriate team member and escalate handoff gaps; sales retains responsibility for prospect follow-up

● Help test and document established marketing workflows, forms and system processes

Events

● Coordinate client and prospect event communications, including invitations, reminders, confirmations and follow-up

● Enter and maintain event RSVPs, cancellations and attendance in Wealthbox and designated event systems

● Coordinate event-related promotional assets, collateral and marketing materials

Project Coordination & Reporting

● Track marketing projects, deadlines, approvals and deliverables, proactively following up with internal stakeholders and vendors

● Coordinate routine template-based materials and vendor requests; route original design, complex page builds and primary video production to designated creative partners

● Prepare weekly lead-source reporting and marketing scorecard inputs for the Marketing Manager

● Compile monthly email, social, website and event performance summaries using available campaign and platform metrics

● Keep project files organized and recommend practical improvements to recurring marketing processes

What Success Looks Like in the First 90 Days

● The Hobart Weekly follows a dependable production schedule, with required reviews and approvals tracked

● The content calendar and inventory are current, and assigned social content is prepared and published on schedule after approval

● Compliance submissions and revisions are documented, with outstanding items flagged promptly

● Marketing-generated lead sources and event RSVP/attendance records are reviewed routinely, with discrepancies escalated

● Weekly lead-source reporting and recurring performance summaries are delivered on schedule, with project status easy to review

Qualifications

● 2–4 years of relevant marketing, communications or digital-content experience

● Bachelor's degree in marketing, communications, business or a related field preferred, or equivalent professional experience

● Strong writing, proofreading, organizational and follow-through skills, with sound judgment and attention to detail

● Hands-on experience with email marketing, social media publishing and basic digital-content production

● Comfort working with CRM, marketing automation, WordPress or similar platforms, and Microsoft 365

● Ability to use approved AI tools, including Microsoft Copilot, for drafting and quality checks while following confidentiality and compliance guidelines

● Familiarity with Canva, Adobe tools, CapCut, VEED.IO or similar design and video tools is a plus

● Financial services or other regulated-industry experience preferred

Hobart Wealth

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