Harrison Financial Services

~~~~~~~~~~~~~~~~~~~~~~~~~~ DO NOT APPLY VIA LINKEDIN ~~~~~~~~~~~~~~~~~~~~~~~

APPLY HERE: https://harrisonfinancial.bamboohr.com/careers/23?source=aWQ9NA%3D%3D

At Harrison Financial Services, we are committed to understanding your personal and financial goals and creating a tailored plan to help clients achieve them. Our relationship capital – or connectivity to the marketplace – is a cornerstone to achieving success for our clients. Headquartered in Omaha, NE, our expert team provides risk management solutions, investment strategies, retirement planning, business planning, and more. We pride ourselves on providing a high level of multi-generational education, planning, and engagement for every family, every client, every day. We are committed to helping families build a better life, legacy, and community.

Position

The ideal candidate for a Marketing & Events Coordinator position with Harrison Financial Services (HFS) is a self-starting, outgoing individual with the ability to manage multiple projects at once and develop key relationships with internal and external resources with extreme attention to detail. This position requires a strong knowledge of marketing both traditional and social, event planning, and great written and oral skills. The individual must be confident, decisive, and able to communicate in a professional manner to clients, team members, and key individuals outside of the firm. The ultimate success in the role will be based on the candidate’s ability to work with the advisors and marketing team to grow the firm by increasing the number and quality of introductions and new relationships and solidifying existing relationships through high-end marketing and client events.

Core Responsibilities

• Help manage the execution of the marketing plan including budget allocation and return on marketing investment
• Proactively create and execute identified key marketing events, including developing methods for opportunity tracking and follow-up
• Create a strong and effective web presence including managing the content and updates on the firm’s website and assist in their future development as well as managing the firm’s social media presence
• Provide monthly reports to the executive leadership team on new client referrals, website analytics, PR successes and other relevant marketing metrics
• Maintain high compliance and ethical standards within all marketing materials
• Ability to work with all team members to grow the firm
• A commitment to continuous growth through professional education
• A commitment to continuous learning in the field of wealth management
• Other tasks as needed for special team-wide projects

Competencies

• Strong familiarity with Microsoft Office & Client Relationship Management software
• Clear communication skills
• Strong attention to detail
• Sets and models high performance standards
• Understand and engage in requisite regulatory compliance
•  Ability to engage team members in marketing activities and disseminate marketing concepts
• Works collaboratively and productively with team members, clients, and peers

Requirements

• Marketing degree or related business degree
• Minimum 2 year of employment experience working in the marketing field
• Financial/Securities industry experience strongly preferred

~~~~~~~~~~~~~~~~~~~~~~~~~~ DO NOT APPLY VIA LINKEDIN ~~~~~~~~~~~~~~~~~~~~~~~

APPLY HERE: https://harrisonfinancial.bamboohr.com/careers/23?source=aWQ9NA%3D%3D

Harrison Financial Services