Description
Summary
Gateway Associates – Thrivent provides comprehensive financial planning to individuals and small business owners who engage in on-going 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 by completing 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 in-office 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 $60,000 to $70,000 and team bonuses ranging from 2-10% 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 4-5 client events per year including annual Christmas in July fundraiser, Holiday event, and others as appropriate
-
Handle all event logistics, invitations, and follow-ups to ensure successful execution 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
-
3-5+ 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 candidate's 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.