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Marketing Manager

Job Overview

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Employment Type

Full-time
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Compensation

Salary
Exact $55,000.00
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Work Schedule

Flexible
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Benefits

401(k)
flexibility
potential for annual bonus
Paid holidays
Paid Time Off
Parental leave
floating holidays

Job Description

Thrivent is a faith-based, not-for-profit financial services organization serving approximately 2.6 million members. Recognized as a Fortune 500 company and the nation’s largest fraternal benefit society, Thrivent’s mission centers exclusively on helping members achieve a variety of financial goals through trusted advice, community engagement, and innovative financial products. The organization embodies values rooted in faith and service, supporting clients to build strong financial foundations across many stages of life.

One of Thrivent’s independent financial practices, Apex Financial Group, originated in Manitowoc, Wisconsin, in 2008 when a group of dedicated financial advisors came together to form Thrivent’s West Shore Team. In 2019, this team evolved into Apex Financial Group when five financial advisors united under a shared vision to better serve clients and the community by leveraging each individual's unique skills. Today, Apex Financial Group operates multiple branches in several cities, offering a comprehensive suite of financial services spearheaded by a well-rounded team that includes specialized operations units. These units consist of a Member Care Team, Wealth Management Team, Marketing and Events Team, and a Business Support Team.

The role of Marketing Manager at Apex Financial Group is a pivotal leadership position within the Marketing and Events Team (MET), responsible for overseeing marketing strategies, event planning, and team management. This full-time role entails serving as a primary point of contact for internal and external stakeholders, including venues, event vendors, existing and prospective clients, and multiple departments within the practice. The Marketing Manager leads efforts to create and maintain client engagement activities, enhance the practice's visibility through website and social media management, and coordinate comprehensive marketing campaigns that align with Apex’s mission and goals.

Further responsibilities include logistical coordination of events and workshops designed to foster client relationships and support financial advisors’ efforts, ensuring seamless planning from inception to execution. The Marketing Manager oversees administrative functions, supports program administration, and ensures compliance with legal and organizational standards. Leadership within the department involves guiding, coaching, and developing team members, managing staff work hours, conducting performance reviews, and ensuring departmental objectives and deadlines are met efficiently.

With an annual salary range of $45,000 to $55,000, dependent on experience, the position offers robust benefits including a 401(k) plan with employer contributions, paid holidays, paid time off, parental leave, and flexibility to balance work-life demands. The Marketing Manager is a key contributor to Apex Financial Group’s continued growth and reputation as a trusted financial services partner, empowering clients and advisors alike through intentional marketing initiatives and high-quality event experiences. This role requires strong organizational skills, multitasking abilities, technical proficiency with business tools, and a professional, relationship-focused approach to collaboration and problem-solving. Apex Financial Group emphasizes the importance of faith-driven service, client care, and a culture of teamwork, making this an enriching opportunity for a motivated professional in the financial marketing space.

Job Requirements

  • Previous administrative or secretarial experience desired
  • strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint or ability to learn
  • ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
  • ability to maintain integrity of sensitive and confidential information
  • basic understanding of financial products and services and Thrivent Financial

Job Qualifications

  • Previous administrative or secretarial experience desired
  • strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint or ability to learn
  • ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
  • ability to maintain integrity of sensitive and confidential information
  • basic understanding of financial products and services and Thrivent Financial

Job Duties

  • Handle incoming department phone calls and respond to requests for information
  • serve as primary point of contact for venues and event vendors, coordinate logistics, timelines, and on-site needs
  • prepare and/or coordinate preparation of routine correspondence, reports, and special projects of a routine nature
  • attend events to greet clients and be the first point of contact when members/clients arrive
  • support administration of various programs and processing functions as needed
  • oversee practice social media
  • maintain practice website
  • network and plan/coordinate events and workshops for advisors and their clients
  • coordinate overall marketing strategy for the practice
  • guide training and support staff growth
  • manage and supervise department employees' worked hours, records, and conduct annual reviews
  • ensure department coverage and deadlines are met
  • administer and develop department projects, workflows, and processes
  • assist in hiring and onboarding
  • ensure legal compliance is followed
  • assist in keeping record of department costs
  • lead weekly team meetings including agenda creation, facilitation, follow-ups, and action-item tracking
  • manage Thrivent Community events in partnership with Community Engagement Leaders including planning, promotion, and execution

Job Criteria

Experience

Mid Level (3-7 years)


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