Job Description

Job Description

Job Description

Position Title: Partner Support Specialist / Account Coordinator

Reports to: Senior Director of Accounts

Department: Marketing

Location: 667 Boylston Street, 5th Floor, Boston, MA, 02116 (in-office/hybrid)

Classification: Full-time / Exempt

Summary / Job Objective: If you're a strong communicator with sharp attention to detail, a natural curiosity, and a drive to solve problems creatively, then Simplicity could be your next great career move. As a Partner Support Specialist (PSS) / Account Coordinator, you’ll play a vital role on our client-facing account team, helping to coordinate marketing strategies across Meta, LinkedIn, Google, websites, email marketing, and traditional media. You’ll collaborate closely with internal teams and gain firsthand insight into what it takes to drive sales growth for top independent financial brands.

Essential Job Functions: As the point of contact for multiple clients and internal teams, you’ll manage and coordinate marketing deliverables with poise, professionalism, and precision. From launching campaigns to catching the smallest inconsistencies, your ability to communicate clearly, stay organized, and think critically will be key to success.

Primary Responsibilities:

1. Client Relationship Support

· Manage marketing projects for 20+ financial advisory clients nationwide

· Serve as the communication bridge between internal departments and external clients

· Review and quality-check digital content, including emails, websites, ads, and media logs

· Handle client-specific requests and ensure follow-through across all marketing teams

2. Client Account Maintenance

· Coordinate recurring client tasks and ensure timely execution (e.g., email approvals, content updates)

· Assist with onboarding new clients and launching marketing assets within scheduled timelines

· Join scheduled client calls and contribute with professionalism and confidence

3. Marketing & Business Development

· Help promote Simplicity’s services through digital initiatives and outreach

· Collaborate on internal projects, events, and team-building efforts

· Maintain SharePoint documentation and contribute to process improvements

Qualifications:

• 1+ year of marketing experience or agency setting preferred
• Bachelor’s degree or equivalent experience
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Comfort with basic data analysis and reporting
• Confident working across teams and departments with professionalism

Core Competencies:

• Strong interpersonal skills – empathetic listener, clear communicator, and team collaborator
• Highly organized with the ability to manage shifting priorities for your respective workload
• Self-motivated problem-solver who thrives in collaborative environment
• Curiosity to learn new tools, strategies, and marketing best practices
• Proven ability to juggle multiple projects and deadlines in a fast-paced environment
• Exceptional verbal and written communication skills
• Meticulous attention to detail and quality assurance

Compensation & Benefits:

Compensation (based on experience)

• Base salary: Starting at $55,000 - $60,000
• This is an Exempt position
• Annual performance bonus target: 5%

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off

Location : 667 Boylston Street, 5th Floor, Boston, MA 02116

*This role can be hybrid, with in-office and at-home work locations

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Tags

Full time, Work at office, Shift work,

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