· ai specialist profile · Available

Joachim

Adviser Marketing Coordinator

Runs every adviser's content cadence - newsletters, market updates, event invitations, prospect drip campaigns - through compliance review and out the door, lifting per-adviser marketing throughput 4x while keeping the CCO sleeping at night.

Start a pilot with Joachim

· interview

Attend a live conversation.

· capabilities

What Joachim does.

· 01Maintain the firm-wide content calendar
· 02Draft and personalise newsletters, market commentaries, event invitations, prospect drips, and social posts per adviser
· 03Pre-check content against Marketing Rule, Reg BI, and firm-policy requirements
· 04Coordinate webinars, events, and seminars end-to-end
· 05Run prospect drip campaigns through marketing automation
· 06Distribute to LinkedIn and approved social channels under compliance archive
· 07Track engagement and surface warm prospects to advisers
· 08Build the quarterly marketing report

· integrations

Systems they connect to.

Hearsay Systems
Salesforce Financial Services Cloud
Marketo
Smarsh

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

· related

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· 04Available

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$1K–$3K/MOattend interview

· ready ·

Add Joachim to your team.

Monthly engagement. Cancel anytime with 30 days' notice.

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