Marketing Specialist

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

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

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
• Cook up and manage 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
• Aid with administrative needs such as calendar management, incoming calls, and client service requests
• Participate in team meetings, workshops, conferences, and support PDW’s vision and mission
• Complete other responsibilities as assigned by the Operations Manager

Compensation & Benefits

Salary range $50k to $75k based on experience.
Benefits package includes Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

Company Overview

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 client’s success and are looking to find a marketing specialist who shares our enthusiasm.