Marketing & Community Outreach Coordinator

Marketing & Community Outreach Coordinator

Signature Estate & Investment Advisors
1650 Tysons Blvd, McLean, VA 22102, USA

Employment Type
Start Date

Signature Estate and Investment Advisors, LLC is a boutique wealth management firm based in Los Angeles with offices in Tysons Corner, Virginia. SEIA provides an extraordinarily high level of investment and wealth management support for large and affluent groups of clients, currently managing over $6 Billion in client assets.

Role Summary: We are seeking a full time, experienced and detail-oriented Marketing and Community Outreach Coordinator with strong interpersonal skills and a positive attitude to take charge of the following efforts:


  • Create differentiated branding for financial advisory practice that targets a variety of sources, including the long term care services industry, aligned professionals such as attorneys, care managers, accountants, and physicians and also from the Schwab Advisor Network.
  • Develop branded deliverables, including presentations, reports, brochures and press releases and coordinate with SEIA’s marketing/branding guidelines and compliance departments


  • Develop and execute marketing campaigns centered around events, lead generation, and expansion of COI pool
  • Assist in creation and stewardship of a populated list of potential COIs to target
  • Optimize and manage digital marketing through outbound CRM , social media

    • Coordinate media and stakeholder interest and ensure regular contact with target media and appropriate response to media requests.

Marketing Operations

  • Create red carpet client onboarding experience, including the creation and production of collateral material distributed to prospective clients facing caregiving
  • Compose and curate website content and assist in populating with links and screens
  • Monitor client satisfaction, create and implement client referral cultivation process
  • Develop and implement measures to track key business metrics and assist with analysis of these measures.
  • Manage webinar / podcast creation and integrate into broader marketing strategy

Community Outreach and Partnerships

  • Seek out and develop partnerships with professionals and organizations for programming and other opportunities
  • Represent financial planning practice at meetings in the local community (ProAging, etc.)
  • Coordinate and participate in seminars / workshops to prospective clients and centers of influence

Contact This Member

1650 Tysons Blvd, McLean, VA 22102, USA

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