Marketing and Client Experience Coordinator

About Rosenwald Private Wealth

Rosenwald Private Wealth is a multigenerational private wealth practice designed to help clients live a life less complicated. The practice has grown into a close-knit team offering a family office-style experience rooted in integrity, service and stewardship.

The Role

Rosenwald Private Wealth is seeking a detail-oriented, energetic Marketing and Client Experience Coordinator to support marketing, client experience, and community involvement. This entry-level role is suitable for someone with a foundation in marketing who enjoys creating content, coordinating events, and making people feel appreciated. The role involves working within a small, collaborative team that values quality, responsiveness, and follow-through.

• Scope: Marketing content, client communications, events, and community relationships.
• Work Arrangement: Full-time and fully onsite.

Key Responsibilities

Marketing & Communications

• Social Media: Plan, create, and schedule posts, track engagement, and maintain RPW’s brand voice.
• Client Communications: Create and refresh client-facing materials, including presentations, newsletters, emails, and event invitations.
• Marketing Coordination: Maintain the marketing calendar, organize brand assets, and track deadlines and campaign results.
• Review and Accuracy: Route materials through internal approvals, adhering to brand and compliance guidelines, before publication or distribution.

Client Experience & Community

• Personal Client Touches: Coordinate client gifts, birthday notes, and other gestures to deepen relationships.
• Events: Support client and community events from start to finish, including invitations, vendor management, logistics, and follow-up.
• Community Involvement: Identify local events and organizations for RPW to engage with and build community relationships.

Requirements & Tech Stack

What You Bring

• A strong foundation in marketing or communications.
• Strong writing, proofreading, and communication skills.
• Creativity, a sharp eye for detail, and the ability to juggle multiple priorities.
• A warm, service-minded approach and a genuine interest in creating a thoughtful client experience.
• Curiosity about wealth management and a willingness to learn the industry.

Nice to Have

• Familiarity with social media platforms and design tools such as Canva and Adobe Photoshop.
• An interest in community involvement and relationship building.
• Knowledge of the wealth management industry.

Systems You’ll Use

• Canva
• Adobe Photoshop
• Social media platforms

Compensation & Benefits

• Base Salary: $55,000 – $65,000, based on experience and qualifications.
• Bonus: Eligible.
• Fully paid medical, dental, and vision insurance.
• 401(k) retirement plan.
• Paid time off and paid holidays.

How to Apply

Send your résumé along with a portfolio or work samples that showcase your marketing, writing, design, or social media skills. Academic projects, internship assignments, volunteer work, and personal projects are welcome.