Marketing Manager
Appleton, WI - USA
Job Summary
Summary
Thrivent is a faith-based not-for-profit financial services organization with approximately 2.6 million members. As a Fortune 500 company and the nations largest fraternal benefit society were here solely to help others achieve multiple financial goals. Thrivent has independent financial services practices across the nation one being Apex Financial Group.In 2008 a group of financial advisors in Manitowoc WI formed Thrivents West Shore Team. It was renamed Apex Financial Group in 2019 when five Financial Advisors came together with a vision to better serve clients and the community by utilizing each others God-given talents. Our practice continues to grow and we now have multiple branches in several cities with a well-rounded team of individuals ready to assist our members navigate their financial future. At Apex Financial Group we have our own operations team including a Member Care Team Wealth Management Team Marketing and Events Team and a Business Support Team. The Marketing Manager reports to and is employed by Apex Financial Group/Psalm 121 LLC.
Job Description
Position Roles/Responsibilities/Accountabilities
This position provides leadership for our Marketing and Events Team (MET) at Apex Financial Group.
Handles incoming department phone calls and responds to requests for information
- Serves as primary point of contact for venues and event vendors; coordinates logistics timelines and on-site needs
- Prepares and/or coordinates the preparation of routine correspondence reports and special projects typically of a routine nature
- Attend events to greet clients/be first point of contact when members/clients arrive at events
- Supports administration of various programs and processing functions as needed
- Oversee practice social media
- Maintain practice website
- Networks and plans/coordinates events and workshops for advisors and their clients
- Coordinate overall marketing strategy for the practice
- Guide training and support staff growth
- Manage and supervise department employees worked hours records and conduct annual reviews
- Ensure department coverage and deadlines met
- Administer and develop department projects workflows and processes
- Assist in hiring and onboarding
- Ensure legal compliance followed
- Assist in keeping record of department costs
- Leads weekly team meetings including agenda creation facilitation follow-ups and action-item tracking
- Manage Thrivent Community events in partnership with Community Engagement Leaders including planning promotion and execution
Position Qualifications
- Previous administrative/secretarial experience desired
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of <
> our products and services and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Strong attention to detail
- Strong written and verbal communication skills
- Event planning experience
- Ability to manage multiple priorities meet deadlines and adapt in a fast-paced environment
- Proficiency with Microsoft 365 (Outlook Teams Word Excel PowerPoint)
- Professional relationship-focused approach; able to collaborate effectively across teams
- Experience managing coaching and developing staff
- Proven ability to work effectively in a collaborative team-based environment
- Strong organizational and time-management skills with the ability to prioritize and follow through
- Ability to maintain integrity of sensitive/confidential information
- Problem-solving skills
Benefits
- Compensation is $45-55000 annually dependent upon experience
- 401(k) with a 3% employer non-elective contribution
- Flexibility
- Potential for Annual Bonus
- Paid holidays
- Paid time off
- Parental Leave
- Floating holidays
As part of Apex Financial Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Required Experience:
Manager
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.