Marketing Manager

Summary
Thrivent is a faith‑based, not‑for‑profit financial services organization with approximately 2.6 million members. As a Fortune 500 company and the nation's largest fraternal benefit society, we’re here solely to help others achieve multiple financial goals. Thrivent has independent financial services practices across the nation, one being Apex Financial Group. In 2008, a group of financial advisors in Manitowoc, WI, formed Thrivent’s West Shore Team. It was renamed Apex Financial Group in 2019 when five Financial Advisors came together with a vision to better serve clients and the community by utilizing each other’s God‑given talents. Our practice continues to grow, and we now have multiple branches in several cities with a well‑rounded team of individuals ready to assist our members navigate their financial future. At Apex Financial Group, we have our own operations team, including a Member Care Team, Wealth Management Team, Marketing and Events Team, and a Business Support Team. The Marketing Manager reports to and is employed by Apex Financial Group/Psalm 121 LLC.

Job Description
Position Roles/Responsibilities/Accountabilities

Handles incoming department phone calls and responds to requests for information

Serves as primary point of contact for venues and event vendors; coordinates logistics, timelines, and on‑site needs

Prepares and/or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature

Attends events to greet clients/be first point of contact when members/clients arrive at events

Supports administration of various programs and processing functions as needed

Oversees practice social media

Maintains practice website

Networks and plans/coordinates events and workshops for advisors and their clients

Coordinates overall marketing strategy for the practice

Guides training and support staff growth

Manages and supervises department employee’s worked hours, records, and conducts annual reviews

Ensures department coverage and deadlines are met

Administers and develops department projects, workflows, and processes

Assists in hiring and onboarding

Ensures legal compliance is followed

Assists in keeping record of department costs

Leads weekly team meetings, including agenda creation, facilitation, follow‑ups, and action‑item tracking

Manages Thrivent Community events in partnership with Community Engagement Leaders, including planning, promotion, and execution

Position Qualifications

Previous administrative/secretarial experience desired

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Ability to maintain integrity of sensitive/confidential information

Basic understanding of our products and services, and Thrivent Financial

Competencies

Planning/Organizing

Customer Focus

Communication

Interpersonal Skills

External/Internal Dependencies

Strong attention to detail

Strong written and verbal communication skills

Event planning experience

Ability to manage multiple priorities, meet deadlines, and adapt in a fast‑paced environment

Proficiency with Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint)

Professional, relationship‑focused approach; able to collaborate effectively across teams

Experience managing, coaching, and developing staff

Proven ability to work effectively in a collaborative, team‑based environment

Strong organizational and time‑management skills, with the ability to prioritize and follow through

Ability to maintain integrity of sensitive/confidential information

Problem‑solving skills

Benefits

Compensation is $45-55,000 annually dependent upon experience

401(k) with a 3% employer non‑elective contribution

Flexibility

Potential for Annual Bonus

Paid holidays

Paid time off

Parental Leave

Floating holidays

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