Responsibilities

• Coordinate seminars, workshops, Lunch & Learns, webinars, and educational events across multiple branch locations.
• Manage event logistics, timelines, vendor relationships, venues, promotional schedules, and event materials.
• Develop standardized processes, templates, and SOPs that create consistency as our firm continues to grow.
• Support select events on-site by coordinating registration, setup, attendee experience, and post-event follow-up.
• Coordinate and execute social media content and publishing schedules.
• Manage email marketing campaigns, subscriber lists, and campaign performance.
• Assist with website updates, SEO improvements, and digital content.
• Launch and coordinate new educational events and community outreach initiatives.
• Capture client stories, testimonials, and event highlights to support future marketing efforts.
• Explore and help launch new marketing channels, including video, podcasts, and other innovative ways to reach prospective clients.

Requirements

• Bachelor's degree in Marketing, Business, Communications, or a related field preferred.
• Experience in marketing operations, event coordination, campaign management, or project management.
• Experience using project management software such as Asana.
• Experience working with CRM platforms (Redtail experience is a plus).
• Experience coordinating seminars, workshops, webinars, conferences, or educational events.
• Financial services, wealth management, insurance, or professional services experience is beneficial but not required.
• Ability to work on-site at our Dubuque headquarters or Minneapolis branch.
• Alignment with The Life Group's culture, mission, and values.
• Interest in long-term professional growth within a growing organization.

Preferred

• Experience with video production or podcasts
• Experience working across multiple branches in a distributed team

Benefits

• Health, Dental, and Disability insurance available
• Employer-sponsored retirement plan
• PTO
• A supportive, collaborative culture that invests in your professional and personal growth
• Opportunities to attend industry conferences, continuing education, and peer-to-peer training to accelerate your career