Visionary Square

Independent Advisor Alliance is now Visionary Square! Marketing Coordinator

Visionary Square is looking for a Marketing Coordinator to join our growing marketing team. This role supports marketing initiatives across the full scope of what we do — promoting Visionary Square and its solutions directly, as well as delivering the marketing support that our partner advisors receive when they opt into our marketing solution. You’ll take strategic direction from the Marketing Manager and help turn it into a concrete monthly marketing plan, write the copy that brings that plan to life across blogs, email, and social media, and serve as a day-to-day point of contact for partner advisors — presenting the plan each month and managing that relationship.

You’ll work alongside a small, specialized marketing team and report to the Marketing Manager. This role bridges strategy and execution and keeps the marketing team and the advisors we support closely connected.

What You’ll Do: Planning & Execution

• Help translate the Marketing Manager’s strategy and priorities into a monthly marketing plan with clear themes, deliverables, and timelines.
• Coordinate with the marketing team members to keep the monthly plan on track.
• Track plan progress and flag risks or timeline issues to the Marketing Manager.

Copywriting & Content

• Write, edit, and publish blog content aligned to monthly themes, SEO/AEO, and content goals.
• Write email campaigns and newsletters, including segmentation and personalization in coordination with HubSpot features.
• Write copy for social media posts and paid advertising campaigns, maintaining consistent brand voice.
• Partner with our creative team member to pair copy with visuals/design.

Partner Relationship Management

• Serve as a day-to-day marketing point of contact for a portfolio of partner advisors.
• Present the monthly marketing plan to partner advisors — walking through content, campaigns, and results in a way that’s clear and relevant to their business.
• Gather advisor feedback and input, and relay it to the Marketing Manager to help shape future monthly plans.
• Build trusted, responsive relationships with advisors so marketing is seen as an accessible, reliable partner.

What We’re Looking For:

• 2-4 years of marketing experience; agency experience strongly preferred — comfortable juggling multiple accounts/stakeholders and tight deadlines.
• Design experience creating marketing collateral (e.g., in Canva, Adobe, or similar tools) a plus.
• Comfortable presenting to external stakeholders (partner advisors) on a recurring basis.
• Experience with marketing automation/CRM tools (e.g., HubSpot) a plus.
• Collaborative style — this role works closely with marketing teammates and other departments daily, and reports directly into the Marketing Manager for strategic direction.
• Strong writing skills across formats — blogs, email, and social — with the ability to adapt tone for different channels and audiences.
• Comfortable using AI tools to work more efficiently across content and design tasks.
• Organized and detail-oriented; able to keep a monthly planning cadence on track and coordinate with multiple contributors.
• Financial services, RIA, or wealth management industry experience a plus, but not required.

Visionary Square operates on a hybrid model, requiring in-office attendance in Charlotte on Mondays, Wednesdays, and Fridays. This is not a fully remote position; candidates must be local or plan to relocate.