Marketing Specialist

Job Description Position Roles/Responsibilities/Accountabilities 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. Complete other responsibilities as assigned by the Operations Manager. Position Qualifications 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 Competencies Planning/Organizing Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the Purpose Driven Wealth Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.

In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives.

Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more.

You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.