Description

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 nation's largest fraternal benefit society, we're 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 Thrivent’s 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 other’s 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 employee’s 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 <<insert team or FA name>>, 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 $45-55,000 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 Group’s 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.