Marketing Coordinator - CRM, Client Communications & Events

Benefits:

• Dental insurance
• Health insurance
• Help or transport service
• Paid time off
• Vision insurance
• 401(k)

About the Role
Siebert is seeking a Marketing Coordinator who thrives at the intersection of organization, communication, and creativity. In this role, you’ll help power Siebert’s marketing engine managing CRM operations, coordinating client communications, and bringing events to life that strengthen relationships and drive engagement.

This is a hands-on role where you’ll collaborate across departments, learn the inner workings of financial marketing, and see your work impact thousands of clients directly. You’ll manage everything from campaign setup in HubSpot to event logistics on the ground, all while ensuring everything we communicate meets Siebert’s high standards for compliance, clarity, and connection.

It’s an ideal role for someone who’s process-driven but creative, comfortable with data and detail, and eager to grow in a fast-moving, highly visible marketing environment.


Why Join Siebert?
We’re not your typical financial firm. Siebert blends Wall Street credibility with modern energy think markets, culture, and client experience all rolled into one. In this role, you’ll:

• Connect the dots: Be the link between marketing strategy and execution across CRM, communications, and events.
• Work with purpose: Support clients, partners, and business units that help people achieve financial freedom.
• Learn from leaders: Collaborate directly with senior marketing, product, and compliance teams.
• Build experiences: Help produce events that bring Siebert’s brand to life across finance, culture, and community.
• Grow fast: Get hands-on experience with marketing automation, data analytics, and high-profile campaigns.

Responsibilities
CRM Management & Automation

• Maintain and optimize Siebert’s CRM (HubSpot) for client and lead segmentation, workflows, and reporting.
• Partner with business units to manage lead distribution and ensure data accuracy across all touchpoints.
• Support automation for client nurturing, follow-ups, and cross-channel marketing campaigns.

Client Communications

• Oversee creation and distribution of client communications - emails, newsletters, updates, and statements.
• Ensure all content aligns with Siebert’s brand voice, regulatory standards, and compliance requirements.
• Collaborate with compliance and legal teams to review and approve content.

Campaigns & Reporting

• Partner with Wealth Management, Stock Plan Services, Capital Markets, and other divisions on campaign rollouts.
• Track engagement metrics, performance analytics, and report insights to the marketing team.
• Assist in developing strategies that improve conversion, retention, and engagement.

Event Marketing & Coordination

• Lead event logistics from planning to post-event follow-up, including vendor management, timelines, and production.
• Support both corporate and client-facing events, from industry conferences to Siebert-sponsored experiences.
• Ensure all event activations reflect Siebert’s brand and deliver exceptional client experiences.
• Research new event opportunities, venues, and partnerships to expand Siebert’s reach.

Qualifications

• 3-5 years of experience in marketing, client communications, or events, ideally within financial services or another regulated industry.
• Proficiency with CRM and marketing automation tools (HubSpot and Mailchimp preferred).
• Strong understanding of compliance-driven communications and FINRA/SEC marketing standards.
• Excellent project management skills with high attention to detail and follow-through.
• Strong writing and communication skills - clear, professional, and on-brand.
• Experience coordinating events and managing vendors.
• Familiarity with AI text and workflow tools (ChatGPT, Jasper, etc.) a plus.
• Self-starter who thrives in a collaborative, fast-paced environment and wants to grow with a forward-thinking team.