Investment Marketing Analyst
About The Position
Join MWA Financial Services, Inc., a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America as an Investment Marketing Analyst and help drive growth by bringing data, storytelling, and strategy together. In this role, you will research and track product and training initiatives, maintain performance reporting, and help create and distribute impactful marketing communications across a variety of internal and external channels. This is a wonderful opportunity to build a career at the intersection of marketing, sales support, and financial services. Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion assets. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.
Requirements
- Bachelor’s degree required.
- Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire. We provide time to study during work hours to help you achieve this goal.
- Work towards FLMI designation.
- Desire to learn the securities business from a marking and sales perspective.
- Effective communication, presentation, collaboration, organization, and analytical skills are necessary.
- Ability to use Microsoft Word, Excel, PowerPoint, and Teams preferred.
- Positive attitude, flexibility, and adaptability.
- High attention to detail.
- Desire to influence business results through strong relationships with our field agents.
- Proactively manage daily tasks and multiple priorities
Responsibilities
- Assist with the due diligence process by collecting data and researching products.
- Coordinate, organize and track representatives through first year training program and be able to report on progress.
- Assist with maintenance of product files, open and file correspondence from investment companies, including imaging files.
- Assist with system technology maintenance including by not limited to MyView, RightBridge and Docupace as it relates to training and promotion.
- Help with creative writing and editing, production, and distribution activities, including Trailblazer, Modern Woodmen Magazine, Financial Services newsletter, corporate websites, internal marketing pieces, and external marketing pieces.
- Research, create, and present on various training initiatives such as mutual funds, brokerage, annuities, and other investment subjects.
- Promote the products and services of the broker/dealer and registered investment advisor.
- Assist in the promotion and marketing of Modern Woodmen’s variable products.
- Assist in review, analysis, recommendation, and promotion of appropriate Field investment research sales tools.
- Maintain all performance training and reporting.
- Be responsive and prompt to incoming and outgoing phone calls and emails to and from our field force to produce product information and sales support.
- Assist with the planning and organizing of events.
- Track progress towards team initiatives.
- Perform other duties as assigned.
Benefits
- Vacation
- Sick leave
- Eleven paid holidays
- Educational offerings to enhance your knowledge of our industry
- Company-paid retirement plan
- Matching 401(k) plan
- Employee Impact Bonus
- Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premiums and 50% of employee dependents’ premiums.
- Group term life insurance.
- Long-term and short-term disability.
- Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
