Marketing Coordinator
Marketing Coordinator
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$ 60000 - 70000
1 Vacancy
Job Description
Summary
Gateway Associates Thrivent provides comprehensive financial planning to individuals and small business owners who engage in ongoing advice relationships for a monthly fee. Our mission is to inspire realistic client confidence and empower people to reveal and live their ideal life.Job description:The Marketing and Events Coordinator builds relationships at Gateway Associates bycompleting touchpoints including events community outreach marketing communications and gifts. They will make sure that we continue to surprise and delight clients teammates and prospects to grow our business. The Marketing Coordinator reports to and is employed by Gateway Associates. This is an inoffice position in Germantown WI.
Hours: M/Tu 9:00 am 6:00 pm W 9:00 am 5:00 pm Tr 9:00 am 4:00 pm
F 9:00 am 1:00 pm
Compensation varies based on the specific qualifications and experience of the individual with a target base salary range of $60000 to $70000 and team bonuses ranging from 210 of annual salary.
Benefits include health insurance stipend with HSA matching a simple IRA match and 80 hours of PTO and 20 hours of volunteer time off per year.
Job Description
Position Roles/Responsibilities/Accountabilities
Marketing & Communications
Work with marketing consultant to execute social media posts on team Facebook page and LinkedIn for advisors
Send cards including A client birthday cards Connect meeting thank you cards and referral thank you card
Facilitate Christmas cards and A client gifts
Implement regular email touch points for clients
Hold monthly meetings with Thrivent marketing team and utilize resources they provide
Manage and update website content to reflect current information and marketing campaigns
Track and analyze effectiveness of all marketing campaigns
Events & Outreach
Plan and execute 45 client events per year including annual Christmas in July fundraiser Holiday event and others as appropriate
Handle all event logistics invitations and followups to ensure successful and client satisfaction
Maintain and develop relationships with preferred Charities on behalf of the team
Educate clients and team on Action Teams and Thrivent Choice Dollars and then track usage with goal of increases YOY
Provide assistance to clients on Action Team events as possible and appropriate
Seek and secure networking and development opportunities for advisor team
Relationship Management:
Work with team to retain information on clients to get to know them beyond their finances
Update information as appropriate in Salesforce profiles and Gateway Hub
Send client gifts as triggered by standard gift responses or as requested
Plan and execute internal team morale events
Plan and deliver internal team gifts including birthdays and Christmas
Create welcome gift packages for new teammates
Engage clients for feedback on marketing and experience as appropriate
Position Qualifications
35 years in marketing and/or event planning
Team player with an ability to work with teammates both in person and remotely
Highly organized accurate and attentive to detail
Analytical mindset with the ability to interpret data and make strategic recommendations
Highly proficient with in Microsoft office including Excel Word and Outlook
Experience using Canva or similar design tools
Experience in Salesforce or similar CRM preferred
Excellent written and verbal communication skills
Ability to handle multiple responsibilities and prioritize own workload
As part of Gateway Assocaites recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Required Experience:
IC
Employment Type
Full-Time
