Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the Northwestern Mutual Private Client Group to bring this mission to life. We are recognized by Barron's and Forbes as one of the top wealth management firms in the country, managing over $1.5 billion for clients nationally. As we continue to grow, the ideal team player will have an impeccable attention to detail and seek ways to impact processes and clients. Learn more about our firm on our website.
**The Role
**As a Marketing Specialist you will work with our team to support our financial services practice – with a focus on marketing and communications. This role is responsible for social media and newsletter coordination, client event planning and execution, and ad-hoc marketing support. As a valued team member, you will have the opportunity to grow, learn and thrive in a supportive and collaborative environment.
Responsibilities of the Role
Client Events and Strategic Partnerships
- Lead the planning and execution of client events in conjunction with the marketing team, partners, and local office contacts
- Manage post-event follow-up, including client and vendor correspondence and internal data tracking
- Serve as the primary point of contact with philanthropy partners and assist in coordination of philanthropic events
- Represent the firm on corporate level pilot/committee related to expanding marketing capabilities
- Assist with gifting opportunities while tracking necessary compliance requirements
- Support the design and implementation of client segmenting and loyalty program tiers and offerings
- Assist in planning and executing the year-end marketing review
- · Ad-hoc data requests and project implementation as needed
Copywriting/Digital/Social Media
- Own and manage the full social media distribution schedule
- Create engaging text, image, and video content for internal and external communications
- Design social media posts that will create excitement and drive engagement around events
- Manage the social media boosting budget and execute strategic boosting plan
- Track, analyze, and report on campaign performance and audience engagement
- Ensure compliance with company standards and requirements in the social media space
- Create and distribute communications and client-facing marketing materials, including external and internal newsletters, approach material, and ad-hoc content as needed
- Coordinate team member headshots and photography/videography sessions
- Audit and coordinate updates on company website and internal marketing profiles
What You Will Bring to the Team
- 3+ years' experience in marketing and communications, including business focused social media management
- Prior experience with event management strongly desired
- Bachelor's Degree, equivalent experience or education may be substituted
- A strong sense of collaboration as part of a goal orientated team with the ability to communicate effectively with individuals down the hall and around the community
- Excellent written and oral communication skills
- Proven organizational skills with strong attention to detail and ability to multi-task
- Demonstrated ability to handle the execution of confidential and time sensitive information
What We Provide
- Starting salary of $70,000-$90,000 dependent on experience + quarterly bonuses
- Hybrid work environment with remote work on Tuesdays and Fridays after successful completion of introductory period
- Company paid industry licensing including study time and exam course material
- Paid Time Off, 11 observed holidays, and birthday day off
- Medical, Dental and Vision benefits
- 401(k) retirement plan with up to 4% match
- Employer-paid Short-Term Disability, Long-Term Disability, and Long-Term Care reimbursement
- Garage parking, wellness stipend, paid sabbatical, parental leave….and more
Sparks Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, marital status, gender identity, national origin, disability, genetics, Veteran status, or other legally protected characteristics. In addition to federal law requirements, Sparks Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sparks Financial will not discriminate or retaliate against applicants for failing to disclose wage rate history in accordance with applicable law.
Sparks Financial expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, marital status, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sparks Financial employees to perform their job duties may result in discipline up to and including discharge.