Marketing Operations Coordinator
The Role
We’re seeking a hands-on, highly organized and resourceful Marketing Operations Coordinator to join our fast-growing team at Wealth Access. This is an ideal role for someone early in their marketing career who’s excited to roll up their sleeves, learn quickly, and take ownership.
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 have the opportunity to work across nearly every facet of marketing: events, campaign execution, social, HubSpot, swag management, and cross-functional coordination. You’ll work closely with our Marketing Director, Demand Generation Manager, Sales, and Customer Success teams to support programs that drive real business impact.
Key Responsibilities
This is a great opportunity for a scrappy, self-motivated marketer who wants to grow fast, wear multiple hats, and build foundational experience in B2B fintech marketing.
In this role, you’ll get firsthand experience with:
Cross-functional communication and teaming
Project planning and coordination
Campaign execution and tracking
Performance reporting and analysis
Technology management across HubSpot, CMS, and social tools
Campaigns & Coordination
Work with the Demand Generation Manager to schedule and execute marketing campaigns
Help 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 Customer Success to maximize impact at events
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
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)
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
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
About Wealth Access
Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.