Marketing Coordinator

Location: Pune, India Experience: 3+ Years

We are seeking a highly organized and proactive Marketing Coordinator to support our Private Wealth Management division. This role acts as a central hub for the National Event Strategy team, facilitating the seamless execution of both high-touch in-person events and sophisticated virtual webinars.

The ideal candidate will be a master of logistics and marketing automation, ensuring that every touchpoint—from the initial invitation to post-event analysis—is executed with precision and professional polish.

1. Event Strategy & Logistics

• End-to-End Coordination: Assist with venue searches, vendor management, payment processing, and budget tracking/reconciliation.

• Virtual Events: Set up and manage high-quality webinars via Zoom, ensuring technical readiness for all virtual engagements.

• Calendar Management: Maintain the National Event calendar to ensure visibility and alignment across global teams.

• Asset Production: Create professional biography books and detailed agenda documents using the Microsoft Office suite.

2. Marketing Automation & CRM

• Communications: Design and deploy internal and external communications, including invitations, announcements, and landing pages using Pardot.

• CRM Management: Build and manage campaigns in Salesforce, ensuring accurate data entry and meticulous attendance reconciliation.

• Feedback Loops: Develop nomination forms and post-event surveys using Survey Monkey to capture actionable insights.

3. Compliance & Administration

• Regulatory Oversight: Liaise with the Legal department to secure approvals for slides, recordings, and marketing materials.

• Team Support: Schedule critical internal and external calls and assist with ad-hoc project work as required by senior leadership.

Professional Experience

• Support Background: Minimum of 3 years of experience in an administrative or support role.

• Domain Knowledge: Prior experience in Marketing or Event Management is highly preferred.

• Tech Stack: Proficiency in Salesforce, Pardot, Survey Monkey, and Zoom is a significant advantage. Mastery of Microsoft Word, Excel, and PowerPoint is required.

Key Competencies

• Execution Excellence: Exceptional organizational skills with an eye for detail and the ability to meet tight deadlines under pressure.

• Communication: Effective oral and written communication skills suitable for a high-net-worth (HNW) professional environment.

• Agility: The ability to prioritize multiple tasks in a dynamic environment and re-prioritize based on shifting business needs.

• Judgment: A positive, "can-do" attitude with the ability to exercise sound judgment regarding administrative and logistical issues.

We are a leading global investment management firm that thrives on innovation and diverse perspectives. We foster a culture of intellectual curiosity and collaboration, providing an environment where unique voices help lead us forward in serving institutions, individuals, and private wealth clients worldwide.