Responsibilities

• 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.

Requirements

• 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

Benefits

• Benefits package includes Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.