Regional Market Engagement Coordinator - Marietta

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

POSITION SUMMARY

The Regional Market Engagement Coordinator supports the Marietta office’s local client engagement, brand awareness, community presence, and business development efforts. This role works closely with office leadership, advisors, COIs, community partners, and the Merit Marketing team to ensure local initiatives are coordinated, professionally executed, and aligned with firm standards.

This position is highly relationship- and execution-focused and ideal for someone who enjoys organization, local market engagement, and helping an office bring business development opportunities to life. The role is not intended to function as a local marketing department; instead, it supports local execution and coordination while partnering with the centralized Marketing team when campaigns, collateral, communications, event promotion, or branded materials are needed.

The ideal candidate is proactive, highly organized, relationship-oriented, and comfortable representing Merit in the local market. This individual should be able to manage details, coordinate across stakeholders, support client and prospect experiences, and help strengthen the office’s presence with COIs, community partners, and other local referral relationships while maintaining clear alignment with Marketing’s centralized processes and standards.

Essential Job Functions

Local Market Coordination and Business Development Support

• Coordinate local office needs, timelines, requests, and follow-through related to client engagement, brand awareness, relationship development, and business development initiatives.
• Coordinate day-to-day local market activities that support the Marietta office’s client engagement, referral partner development, community presence, and business development priorities.
• Track project status, deadlines, and deliverables while helping ensure projects move efficiently through creative, content, and compliance workflows.
• Provide local context, logistics, audience details, and office input when Marketing support is needed for emails, collateral, social content, landing pages, event promotions, or other campaign assets.
• Help connect local office priorities with the appropriate Marketing resources by clarifying needs, gathering required information, and supporting timely follow-up when Marketing involvement is required.

Client Engagement, Events, and Community Relationship Support

• Coordinate logistics and local relationship support for client events, prospect events, COI gatherings, referral partner meetings, sponsorships, community events, speaking engagements, and networking activities.
• Support onsite event execution as a local “right hand” resource, including setup, attendee management, advisor support, participant experience, photography coordination, issue resolution, and post-event follow-up coordination.
• Maintain and support relationships with COIs, community partners, local organizations, and referral sources by coordinating touchpoints, tracking follow-up needs, preparing advisors for meetings or events, and helping ensure the office remains visible and responsive in the local market.
• Coordinate attendee, prospect, and referral partner follow-up after events by helping organize next steps, routing leads or relationship notes to the appropriate team members, and ensuring timely communication in partnership with advisors, office leadership, Client Development Managers, and Marketing as appropriate.
• Assist with event reporting and documentation following completion of events.

Advisor, Office, and Business Development Support

• Serve as a primary local coordination and business development support resource for advisors and staff within the Marietta office.
• Assist advisors with local business development activities, event preparation, community engagement, relationship follow-up, and coordination of items that may require Marketing support.
• Coordinate requests for approved materials, presentations, event assets, and branded resources to ensure they are prepared, delivered, and used in alignment with firm standards and brand guidelines.
• Support advisor participation in community events, sponsorships, and business development activities.

Administrative & Operational Support

• Support clear communication and follow-through on local initiatives by consolidating office priorities, clarifying deadlines and expectations, communicating project status, and helping ensure requests are routed appropriately.
• Maintain accurate project documentation, templates, and resources.
• Assist in gathering regional marketing metrics and reporting information.
• Monitor project workflows and follow up with stakeholders to ensure deadlines are met.
• Collaborate with the regional marketing team on planning, organization, and execution of regional marketing priorities.
• Maintain organized records of events, marketing assets, budgets, and vendor information.

Knowledge, Skills, and Abilities

• Strong organizational and time management skills.
• Excellent attention to detail and follow-through.
• Ability to manage multiple projects and priorities simultaneously.
• Strong interpersonal and customer service skills.
• Excellent written and verbal communication skills.
• Working knowledge of event coordination, client engagement, community relations, referral partner support, and marketing operations in a professional services or regulated environment.
• Ability to collaborate effectively within a fast-paced, team-oriented environment.
• Ability to build trust with advisors, office leadership, COIs, community partners, and internal stakeholders while maintaining clear communication and strong follow-through.
• Proficiency with Microsoft Office applications.
• Experience with project management platforms and CRM systems is preferred.
• Ability to travel occasionally throughout the East Coast region in support of events and regional initiatives.

Key Success Metrics

• Timely coordination of local office initiatives, event support, relationship follow-up, and business development activities in partnership with advisors, office leadership, and internal stakeholders.
• Positive feedback from advisors, office leadership, and internal stakeholders.
• Accurate and efficient coordination of events and marketing activities.
• Consistent adherence to project timelines and workflow requirements.
• High-quality local execution of client engagement, event, community, and advisor support initiatives in alignment with firm standards and processes.
• Strong partnership and responsiveness to the Marietta office and East Coast regional teams.
• Effective coordination with the Merit Marketing team when Marketing support, branded materials, campaign execution, or event promotion is needed.

Salary + Benefits:

• Competitive, based on experience
• Medical Insurance  
• Dental/Vision Insurance   
• Life & Personal Accident Insurance 
• Short-term Disability Insurance   
• Long-term Disability Insurance  
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA  
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.





Qualifications

• Bachelor's degree in Communications, Business, Public Relations, or a related field preferred.
• 1-3 years of marketing, communications, event coordination, or related experience.
• Experience supporting events or client-facing initiatives preferred.
• Familiarity with project management tools such as ClickUp, Monday.com, Asana, or similar platforms.
• Experience within financial services, professional services, wealth management, or a highly regulated industry is a plus.