Marketing Specialist

Marketing Specialist

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. The Marketing Specialist role is an energizing role that thrives on adaptability, collaboration, and strong interpersonal skills, as you'll work closely with the team on events, marketing efforts, social media strategies, referral generating initiatives, business planning sessions, and more. The Office Professional reports to and is employed by Purpose Driven Wealth. Compensation – Salary range $50k to $75k based on experience. Benefits package includes Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays. This is an in-person role in Loveland, CO. We are a rapidly growing practice whose members feel more like family than co-workers. While Thrivent's home office provides the requisite resources to be successful in this industry, we encourage individuals with an entrepreneurial spirit and who are comfortable in a small team environment to apply.

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.
• Coordinate 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.
• Assist 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.

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

Competencies

• Planning/Organizing
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

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

As part of Purpose Driven Wealth'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.