8a78826751d3645501521809b9c50bfd
A faith-based retirement planning and wealth management firm in Greenville, SC is seeking a Marketing & Client Engagement Coordinator to drive prospect engagement and event coordination. This hands-on role involves making outbound calls, scheduling appointments, and guiding prospective clients through the decision-making process. The position focuses on building trust-based relationships and supporting marketing initiatives to help the firm grow its client base.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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