Marketing Coordinator

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $9.0 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.

Forum Financial Management, LP, is a rapidly growing Registered Investment Advisory firm (RIA) in search of a candidate to join our Marketing department. The Marketing Coordinator plays a key role in supporting the firm’s marketing, events, and administrative functions.

Job Responsibilities:

Marketing Content & Support

• Create, update, and format marketing materials such as client presentations, one-pagers, and reports using PowerPoint, Adobe Creative Suite, or similar tools.
• Ensure brand consistency and coordinate compliance review and approvals for materials.
• Support fact-checking, data gathering, light copyediting, and version control for documents.
• Manage document libraries, monitor for updates, and initiate new material creation as needed.
• Assist with producing name badges, business cards, and seasonal gifts, as well as maintaining internal celebration lists (e.g., birthdays, employee milestones).

Event & Meeting Support

• Assist with the planning and execution of internal and external events, including logistics, vendor coordination, attendee communications, and on-site support.
• Coordinate hotel blocks, transportation, catering, and other event logistics.
• Prepare and distribute invitations, agendas, name tags, sign-in sheets, and event materials.
• Create and update PowerPoint presentations for advisor meetings, staff meetings, executive updates, and advisor-facing needs.

Social Media & Communication

• Support the creation, scheduling, and posting of social media content for the firm and affiliated groups.
• Monitor editorial calendars and identify opportunities for content.
• Assist with graphic creation and templated designs (future state with support).

Administrative & Team Support

• Fulfill ad hoc administrative requests, including vendor coordination, print requests, and procurement support.
• Collect, process, and validate data for surveys, lists, and reports.
• Distribute internal communications and maintain accuracy across shared materials.

Required Qualifications

• 0–10 years of experience in marketing operations, administrative support, or event coordination.
• Strong proficiency in Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
• Experience with design tools such as Adobe Creative Suite; familiarity with AI-based design tools is a plus.
• Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.

Education Qualifications

• Bachelor’s degree or equivalent professional work experience.

Salary Range:

• $65,000- $75,000

Why work for Forum Financial Management?

We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as our advisors are individually.

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Benefits- We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.

401k – We offer a 401 (k) plan that includes an automatic company contribution of 5% of salary.

PTO – Employees start off with 18 days plus 2 floating holidays they can use at any given time.

Flexible work schedule -We offer a hybrid working schedule and require our employees to report to the office once a week. (Any day that works best for you).

Professional Development- Forum wants to grow our talent from within, and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.

Employee Engagement – Employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, monthly office luncheons, and other activities to increase productivity within the company.

Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.