Summary
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 growth marketing specialist who shares our enthusiasm.
The Growth Marketing Specialist is responsible for helping drive the firm's growth by partnering directly with advisors on prospecting and business development initiatives. Success in this role requires adaptability, creativity, strong interpersonal skills, and a proactive, growth-oriented mindset. You will play a key role in executing marketing campaigns, coordinating events, enhancing social media presence, supporting referral-generation efforts, participating in strategic planning, and identifying new opportunities to expand the firm's reach and impact.
Compensation – Salary range $65k 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 that values strong working relationships. 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 collaborative team environment to apply.
Job Description
Position Roles/Responsibilities/Accountabilities
- Drive qualified leads to support the overall revenue goals for PDW.
- Attracting new clients and supporting the sales team through a referral program.
- Attend and manage all events and event follow up.
- Develop and execute marketing plans and campaigns aligned with company objectives.
- Track analytics, measuring key results (leads, conversions, engagement, referrals), and optimizing campaigns to improve ROI.
- Identify target audiences and use insights to refine marketing strategies.
- Understand market trends, customer behavior, and competitive landscape.
- Ability to present outcomes needed and the results that we obtained from these efforts.
- Understand and support PDW's vision and mission.
- Engage in teamwork and team-building workshops/conferences throughout the year.
- Work closely with our home office and third-party partners, when needed.
- Create, manage, and oversee engaging content across digital platforms including social media, email, podcasts, website, and ads.
- Also Supports:
- Clipping, editing, transcribing, creating disclosures and submitting videos to compliance for approval
- Podcast scheduling and recording
Position Qualifications
- 3 or more years running marketing campaigns with measurable lead or appointment results, experience working under compliance review (financial services, insurance, or healthcare).
- 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.
