Marketing Support Specialist (Remote work option)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our corporate office is looking to hire a Marketing Support Specialist who will work directly with our sales team to support and execute on their marketing and event planning efforts. In this role, you would partner with a team of Regional Vice Presidents to support them with: collateral needs, branch communication, monthly newsletter, event ideas, promotion, and execution. You will serve as the first point of contact for all marketing-related activity in their assigned regions. 

This role requires superior communication skills, the ability to manage projects efficiently, provide creative contributions, and be adaptable within a fast-paced environment. In this role, you must be comfortable with technology and have a passion for developing relationships, both internally and externally.

This is a remote eligible role with associated travel up to 30-40%.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $65,00 - $80,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Job Functions

Market Development & Event Management

• Partner with assigned Sales reps and Internal Sales team member to develop and support their annual marketing plans (e.g. prospecting events, campaigns, etc.) and manage pre-sales marketing needs in assigned regions

• Communicate with Content and Events team to implement productive events and compliance approval of external facing collateral. 

• Collaborate with Brand and Content to develop market development collateral that maximizes referral generation and delivers a good understanding of our value proposition (e.g. one-pagers, emails, landing pages, presentations, etc.) 

• Collaborate with external partners, and Partner Programs teams to assist in generating referrals to Wealth Enhancement

• Responsible for following regional budget for referral generating activities

• Send Marketing email communications to external partners (written by the Communications Specialist)
   

Relationship Management

• Foster a strong working connection with Regional Vice Presidents in assigned regions.

• Build strong positive working relationships with internal partners. 

• Build rapport with regional network of external partner contacts.

• Plan and lead regional growth meetings within assigned regions.

• Proficient knowledge of Wealth Enhancement’s planning services.

• Proficient knowledge of Wealth Enhancement’s suite of sales & marketing collateral.

Team and Systems Support

• Contribute to support team inbox responses.

• Meeting and schedule coordination for program management meetings & new hires.

• Occasionally assist with planning broader team in-person gatherings.

• Maintain strong knowledge of program-specific systems and rules of engagement.

• Work with broader team to provide data management and systems support to sales reps in assigned regions.

Education/Qualifications

• Bachelor's Degree (or equivalent experience) in business; marketing, communications or related

• 4 years of Relationship Management, Market Development, or Marketing experience, preferably in financial services

• Proven success in event planning

• Exceptional customer service and relationship management traits

• Experience effectively managing multiple projects

• Well organized, excellent attention to detail including proofreading

• Strong verbal and written communication skills

• Proficient with Microsoft Office Suite or related software.

• Familiarity with Salesforce and Support Org functionality

• Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Manager level is $$67,300 to $97,600.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.