Marketing Services Coordinator, Highland Capital Brokerage

Marketing Operations Opportunity in Insurance Industry

Marketing Services Coordinator, Highland Capital Brokerage

Location(s): 3535 Grandview Pkwy., Suite 500, Birmingham, AL35243

Role Type: Full time

Salary: $50,000 - $55,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Marketing Services Coordinator keeps the marketing team organized, compliant, and operating efficiently. This hands-on administrative role is ideal for someone who thrives on process, precision, and follow-through, while also having a foundational understanding of marketing content and messaging. The coordinator manages a wide range of operational tasks including compliance approvals, invoices, PDF updates, inventory, and the Digital Asset Manager to keep the marketing engine running smoothly behind the scenes.

Education Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Own the compliance approval process for all marketing materials from submission through final approval
• Submit requests, track progress, and manage updates based on compliance feedback
• Process and track marketing invoices, expenses, and vendor billing
• Fulfill and ship marketing materials and swag for events and conferences
• Maintain and manage swag and collateral inventory
• Update, reformat, and make content edits to marketing PDFs and other materials using Adobe software
• Manage content uploads to Digital Asset Manager to ensure all materials are current, accurate, and properly categorized
• Upload new assets and retire outdated materials following compliance approval
• Maintain metadata, tagging, and folder organization for easy access by internal teams
• Support Advisor Marketing initiatives, coordinate emails sends, and schedule advisor consultations
• Monitor shared marketing inbox, responding promptly to advisor and internal requests
• Serve as the first line of communication for advisor questions about marketing platforms and programs

Basic Requirements:

• Strong organizational skills and attention to detail
• Dependable team player who collaborates well with others
• Comfortable managing multiple priorities and deadlines in a fast-paced environment
• Excellent written and verbal communication skills, including the ability to write, review, and edit content for clarity and accuracy

Preferred Requirements:

• Experience with Adobe Acrobat or Creative Cloud for updating and formatting PDFs
• 2+ years of administrative or marketing coordination experience
• Familiarity with compliance review workflows
• Exposure to marketing automation or CRM tools