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

• 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.
• Ability to work on-site at our Minneapolis branch.
• Alignment with The Life Group's culture, mission, and values.

Preferred

• Bachelor's degree in Marketing, Business, Communications, or a related field preferred.
• Financial services, wealth management, insurance, or professional services experience is beneficial but not required.

Benefits

• Health, Dental, and Disability insurance available
• Employer-sponsored retirement plan
• PTO
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off