Investment Advisory - Marketing and Client Service Coordinator

About Xponance

Xponance is a distinguished, woman-led, employee-owned multi-strategy investment firm dedicated to revolutionizing access to alpha for clients and the broader investment community. Established in 1996, with $24.8 billion in assets under management as of 03/31/26, our firm specializes in global and non-U.S. equity investment strategies, employing a multi-manager framework that leverages the unique insights of entrepreneurial, emerging, and diverse managers within a proven strategic model.

At Xponance, we are committed to driving innovation and delivering value to our clients and the broader investment landscape.

Marketing and Client Service Coordinator

Position Overview

Xponance is seeking a tech-forward Client Experience Coordinator to support its Durham, North Carolina Investment Platform across client service, data operations, marketing, and sales. This is a high-visibility role for an early-mid career professional who can combine investment-industry knowledge with strong technology skills—using organizational skills, data analysis, workflow automation, and AI tools to perform relevant work in support of the relationship management, operations, and marketing teams.

This role is open to candidates at a range of experience levels with a strong interest in asset management, demonstrated motivation to learn, and proven technology skills. The Client Experience Coordinator will own and manage the CRM, RFP/DDQ content library, the client onboarding process, and the cadence of ongoing client communications and marketing materials, and will continually look for ways to automate, streamline, and improve these vital processes.

Key Responsibilities: Branding, Content and Marketing Materials

· Collateral creation: Produce and update marketing materials collaborating closely with investment, distribution, and compliance teams.

· Auditing: Audit data, performance figures, and disclosures in presentation decks to ensure consisten...