Investment Marketing Analyst
Join MWA Financial Services, Inc., a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America as an Investment Marketing Analyst and help drive growth by bringing data, storytelling, and strategy together. In this role, you will research and track product and training initiatives, maintain performance reporting, and help create and distribute impactful marketing communications across a variety of internal and external channels. This is a wonderful opportunity to build a career at the intersection of marketing, sales support, and financial services.
Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion assets. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.
Responsibilities:
- Assist with the due diligence process by collecting data and researching products.
- Coordinate, organize and track representatives through first year training program and be able to report on progress.
- Assist with maintenance of product files, open and file correspondence from investment companies, including imaging files.
- Assist with system technology maintenance including by not limited to MyView, RightBridge and Docupace as it relates to training and promotion.
- Help with creative writing and editing, production, and distribution activities, including Trailblazer, Modern Woodmen Magazine, Financial Services newsletter, corporate websites, internal marketing pieces, and external marketing pieces.
- Research, create, and present on various training initiatives such as mutual funds, brokerage, annuities, and other investment subjects.
- Promote the products and services of the broker/dealer and registered investment advisor.
- Assist in the promotion and marketing of Modern Woodmen’s variable products.
- Assist in review, analysis, recommendation, and promotion of appropriate Field investment research sales tools.
- Maintain all performance training and reporting.
- Be responsive and prompt to incoming and outgoing phone calls and emails to and from our field force to produce product information and sales support.
- Assist with the planning and organizing of events.
- Track progress towards team initiatives.
- Perform other duties as assigned.
What we need:
- Bachelor’s degree required.
- Ability to pass FINRA Series SIE and 7 within six