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Marketing Associate

Company: Pence Wealth Management
Location: Newport Beach
Posted on: August 3, 2022

Job Description:

CompanyDo you desire to be part of a nationally successful team with multiple brands in their portfolio that has a "family business" environment? - -If so, Pence Enterprises is the place for you. -Comprised of three companies; Pence Wealth Management (PWM), Pence Capital Management (PCM), and Pence Financial Group (PFG), the firms are dedicated to providing quality comprehensive financial management to individual and institutional investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. -As a Wealth Management Firm, PWM is the recipient of numerous industry awards and recognition. -Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future. -As a result, we are looking for a talented individual to help expand the marketing efforts and voice of all three companies. -RoleThis role is an essential member of the marketing team who will enable all three firms to amplify and expand the reach of their marketing message. -Each entity has a unique brand voice and are at different points of their marketing journey. -In this role, you will have the ability to make an impact on all aspects of the marketing life cycle at the same time. -The focus of this role will include, but is not limited to, a big emphasis on branding and creating awareness, being the gatekeeper of touch points (i.e. managing social media accounts, email subscriptions, coordinating in-person events, award promotion, etc.), creating marketing materials, executing compliance protocols, and many other aspects typical of marketing the value of our services in a regulated industry. -You know this role is for you if you are savvy about marketing and excited to handle the variable demands in a fast-paced world. -
This role will also interact with many different internal and external stakeholders. -As such, you need to have top notch interpersonal skills that that instills excitement about our message and confidence in our brand. -To excel, you will need to be a blackbelt in PowerPoint, critical thinking, being proactive, and communication. -Success here is defined by accomplishing projects/tasks by their appropriate deadline and achieving results that grow our marketing funnel. -
Responsibilities

  • Design and implement marketing strategies to create awareness of the firm's business activities
  • Coordinate & distribute podcasts, blog, newsletters, press releases, and videos
  • Communicate with Service and Investment teams to ensure they are informed about audience communication
  • Manage the messaging on the Firm's social media accounts
  • Assist in coordinating in-person marketing events
  • Track and monitor marketing efforts
  • Create & manage inventory of marketing material (i.e. brochures, flyers, promotional items, etc.)
  • Be the point person for the Firm's external 3rd parties, vendors, and service agencies
  • Manage project calendars
  • Update & manage content via websites for all three entities
  • Organize & manage all digital assets -RequirementsKnowledge, Skills, and Abilities
    • 3-5 years of marketing experience
    • Excellent verbal and written communication skills
    • Strong interpersonal, problem-solving and project management skills
    • Well organized and attentive to details
    • Experience in building and promoting a brand
    • Thorough knowledge of creating websites using WordPress
    • Current with online marketing techniques, platforms, and best practices
    • Experience using email marketing software/platforms such as MailChimp, Hubspot, Infusion-Soft, ACT-ON
    • Light graphic design skills (Adobe Illustrator)
    • Light video & audio editing skills
    • Ability to prioritize tasks and contribute to multiple projects simultaneously
    • Capable of working independently and within teams
    • Ability to lift, carry, and move items weighing 50-pounds or more -Education and/or Experience
      • Our ideal candidate would be an intellectually curious professional with industry experience and a positive attitude
      • BA degree with a concentration in marketing, communications, or relevant field
      • Military experience a plus -Benefits
        • Competitive salary and bonus program
        • Medical, dental, and vision as part of our commitment in investing in the health and wellbeing of our employees
        • Retirement savings plan: 401k savings plan
        • Company Retirement Contribution (company-paid) (after the first year)

Keywords: Pence Wealth Management, Newport Beach , Marketing Associate, Advertising , Newport Beach, California

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