Marketing Coordinator

Thrivent • Canton, OH

275d • $60,000 - $70,000

About The Position

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.

Requirements

• 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 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

Responsibilities

• Work with marketing consultant to execute social media posts on team Facebook page and LinkedIn for advisors
• Send cards including client birthday cards, connect meeting thank you cards, and referral thank you cards
• Facilitate Christmas cards and 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
• 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
• 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

Benefits

• Health insurance stipend with HSA matching
• Simple IRA match
• 80 hours of PTO
• 20 hours of volunteer time off per year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree