Mosaic Financial Partners
Part-time Marketing Coordinator
Mosaic Financial Partners, Milwaukee, Wisconsin, United States, 53244
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Our team helps successful families and businesses achieve financial security through financial planning and wealth management. We are seeking an enthusiastic full time chief operating officer to help lead our growing business. The position is critical towards helping create a world class experience to our clients. This is a fast-paced, dynamic role that requires being able to adapt to what each day brings.
The Marketing Coordinator role involves supporting the marketing team in executing events and initiatives aimed at expanding the reach and engagement of Mosaic Financial Partners. Additionally, the position requires assisting in the management of digital presence and social media platforms to increase visibility and strengthen brand recognition.
Key Responsibilities Administrative Support
Handwrite and mail birthday, sympathy, and anniversary cards to clients.
Learn and utilize CRM systems to run marketing lists.
Develop and implement a monthly term conversion strategy.
Set up networking meetings with the partners.
Assist in organizing invoices, managing the marketing budget, and maintaining gift logs.
Marketing Strategies
Assist in preparing marketing materials for events, including sending invitations, setting up, and taking down.
Create lists for meetings using sales navigator and LinkedIn; monitor connections for job changes and inform partners.
Provide creative input to generate fresh ideas and perspectives for new marketing strategies and campaigns.
Coordinate client gifting, including new baby, anniversary, new client gifts, and new home gifts.
Engage with the MCW community to build relationships with residency coordinators and directors for possible speaking opportunities.
Lead the management of our "Ask the Expert Series" webinars, including sending invitations, handling follow-ups, and promoting on social media
Assist in creating and distributing email campaigns, newsletters, and client communications.
Digital and Social Media Management
Enhance social media presence through frequent posting and campaigns to drive engagement; analyze performance metrics.
Develop ad content for various platforms, including Facebook and community-centric outlets like The Wisconsin Dental Association.
Assist in the creation of video content for posting across all social media platforms.
Create post-event recap posts for social media using captured photos.
Qualifications
Interest in marketing, digital media, and community engagement.
Excellent communication and personal skills for relationship building and networking. Proactive and creative, eager to engage with clients at key events.
Ability to work collaboratively in a team-oriented environment. Outside of normal work hours to make important events.
Efficiently manage time to ensure all tasks are completed by their respective deadlines.
Proficiency in digital tools and social media platforms.
Flexibility to attend important events beyond regular work hours.
Seniority Level Entry level
Employment Type Full-time
Job Function Marketing and Sales
Industries Investment Management
Referrals increase your chances of interviewing at Mosaic Financial Partners by 2x
Racine, WI $134,400.00-$176,400.00 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Our team helps successful families and businesses achieve financial security through financial planning and wealth management. We are seeking an enthusiastic full time chief operating officer to help lead our growing business. The position is critical towards helping create a world class experience to our clients. This is a fast-paced, dynamic role that requires being able to adapt to what each day brings.
The Marketing Coordinator role involves supporting the marketing team in executing events and initiatives aimed at expanding the reach and engagement of Mosaic Financial Partners. Additionally, the position requires assisting in the management of digital presence and social media platforms to increase visibility and strengthen brand recognition.
Key Responsibilities Administrative Support
Handwrite and mail birthday, sympathy, and anniversary cards to clients.
Learn and utilize CRM systems to run marketing lists.
Develop and implement a monthly term conversion strategy.
Set up networking meetings with the partners.
Assist in organizing invoices, managing the marketing budget, and maintaining gift logs.
Marketing Strategies
Assist in preparing marketing materials for events, including sending invitations, setting up, and taking down.
Create lists for meetings using sales navigator and LinkedIn; monitor connections for job changes and inform partners.
Provide creative input to generate fresh ideas and perspectives for new marketing strategies and campaigns.
Coordinate client gifting, including new baby, anniversary, new client gifts, and new home gifts.
Engage with the MCW community to build relationships with residency coordinators and directors for possible speaking opportunities.
Lead the management of our "Ask the Expert Series" webinars, including sending invitations, handling follow-ups, and promoting on social media
Assist in creating and distributing email campaigns, newsletters, and client communications.
Digital and Social Media Management
Enhance social media presence through frequent posting and campaigns to drive engagement; analyze performance metrics.
Develop ad content for various platforms, including Facebook and community-centric outlets like The Wisconsin Dental Association.
Assist in the creation of video content for posting across all social media platforms.
Create post-event recap posts for social media using captured photos.
Qualifications
Interest in marketing, digital media, and community engagement.
Excellent communication and personal skills for relationship building and networking. Proactive and creative, eager to engage with clients at key events.
Ability to work collaboratively in a team-oriented environment. Outside of normal work hours to make important events.
Efficiently manage time to ensure all tasks are completed by their respective deadlines.
Proficiency in digital tools and social media platforms.
Flexibility to attend important events beyond regular work hours.
Seniority Level Entry level
Employment Type Full-time
Job Function Marketing and Sales
Industries Investment Management
Referrals increase your chances of interviewing at Mosaic Financial Partners by 2x
Racine, WI $134,400.00-$176,400.00 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr