Marketing Specialist

Summary

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team we help our clients achieve confidence clarity trust and contentment by increasing their understanding discovering their goals designing a plan delivering solutions and sustaining progress. Said differently we are passionate about our clients success and are looking to find a marketing specialist who shares our enthusiasm.

The Marketing Specialist role is an energizing role that thrives on adaptability collaboration and strong interpersonal skills as youll work closely with the team on events marketing efforts social media strategies referral generating initiatives business planning sessions and more. The Office Professional reports to and is employed by Purpose Driven Wealth.

Compensation Salary range $50k to $75k based on experience.

Benefits package includes Medical Dental Vision 401k Paid time off plus 12 paid holidays.

This is an in-person role in Loveland CO.


We are a rapidly growing practice whose members feel more like family than co-workers. While Thrivents home office provides the requisite resources to be successful in this industry we encourage individuals with an entrepreneurial spirit and who are comfortable in a small team environment to apply.

Job Description

Position Roles/Responsibilities/Accountabilities

• Develop and execute marketing plans campaigns and referral-generating initiatives aligned with practice goals.
• Create and manage content across digital channels including social media email podcasts website video and advertising.
• Coordinate client events attend events as needed and manage timely follow-up and CRM updates.
• Monitor market trends target audiences campaign performance leads referrals and engagement to improve results.
• Ensure all messaging is clear consistent with brand standards and submitted through appropriate compliance channels when needed.
• Collaborate with the team home office and third-party partners to support a cohesive marketing strategy.
• Report on marketing outcomes strategic objectives and key results tied to visibility client growth and revenue goals.
• Support podcast scheduling/recording video editing disclosures transcription and compliance submissions.
• Assist with administrative needs such as calendar management incoming calls and client service requests.
• Participate in team meetings workshops conferences and support PDWs vision and mission.
• Complete other responsibilities as assigned by the Operations Manager.

Position Qualifications

• Previous experience in customer service or marketing role
• Strong communication and interpersonal skills
• Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Canva) or ability to learn
• Basic understanding of our products services and Thrivent Financial

Competencies

• Planning/Organizing
• Client Focus

• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Purpose Driven Wealth
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Purpose Driven Wealths 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.