Wealth Management Marketing & Communications Coordinator

Job Overview

The Wealth Management (WM) Marketing and Communications Coordinator is responsible for the ongoing development and delivery of information that supports client and advisor engagement at HTLF member banks. This includes coordinating the procurement of content, management of collateral/sales material, supporting marketing and sales efforts, and coordinating internal/external communications related to WM products, services, and education. This position works extensively with WM leadership and other HTLF business partners to provide ongoing support to our member banks.

Primary Responsibilities

• Coordinates, writes, proofreads, reviews and edits content and messaging for communications across print and digital, including, collateral, websites, social media, marketing campaigns, articles, newsletters, etc. Works with WM leadership, Human Resources and other business lines to capture relevant content for Wealth Management Communication updates and maintains WM distribution lists.
• Works with WM leadership in the creation and maintenance of marketing materials to support the acquisition and retention of WM clients, including proposals, digital proposal tools, presentations, brochures, video, and other collateral material.
• Manages internal and external communications, including WM department communications, internet/intranet updates, web/digital updates, and coordinating/facilitating internal and external meetings.
• Acts as a resource in a proofreading capacity of internal communications and marketing material.
• Serves as primary contact to HTLF Marketing to facilitate updates necessary for internal intranet and external web, print, and other marketing material.
• Coordinates and facilitates internal and external webinars and WM client events.
• Coordinates project schedules and workflow to ensure marketing and communication projects are completed on time and as designed.
• Coordinates with the WM Training Resource Manager to plan and coordinate new employee onboarding as well as ongoing training sessions for WM and provides necessary communication to the field.
• Supports and maintains HTLF and WM materials related to WM Strategic Planning initiatives.
• Completes administrative duties as assigned.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

• Performs other duties as assigned.

Management Responsibilities

• This job has no management responsibilities.

Qualifications

• Bachelors Business Administration/Management required or
• Bachelors Finance required
• Or Related Field
• Previous experience in financial services or equivalent. required
• 2-5 years’ experience in financial services or equivalent. required
• Thorough understanding of investment products and services. required
• Excellent written and verbal communication skills, ability to articulate with employees and executives. required
• Advanced organization and prioritization abilities. required
• Extreme attention to detail. required
• Strong interpersonal skills. required
• Ability to support and receive instruction and direction from multiple staff members. required
• Ability to work effectively to a geographically dispersed team. required
• Advanced knowledge of MS Word, Excel, Outlook PowerPoint. required