Reports to. Director of Digital Marketing. Department. Strategic Marketing and Communications. Status. Full-Time, Exempt. Position Summary. The Digital Marketing Strategist is a forward-thinking, digital marketer with experience in all things digital and a. passion for driving results. We are looking for someone who is knowledgeable and has experience with multiple. digital media outlets including paid search, display, mobile, social, as well as ...
Reports to. IT. Department. Vice President of IT. Status. Full-time/Non-Exempt. Position Summary. The Help Desk Technician is responsible for providing triage technical support to all CreativeOne employees and. identified clients. Provides support to end users on a variety of issues including hardware, software, desktop. applications, and networks. Identifies, researches, and resolves technical problems. Responds to telephone calls. email, and he...
Status. Full-Time, Exempt. Position Summary. The Marketing Account Manager plays an integral role within CreativeOne’s Strategic Marketing &. Communication team. As the primary point of contact for all things marketing, they will work directly. with CreativeOne’s clients to assess marketing needs, create strategic marketing plans and manage. marketing projects by working in coordination with the entire marketing team to develop and execute. tradi...
Reports to. Chief Compliance Officer. Department. Compliance. Status. Full-time/Exempt. Position Summary. The Compliance Analyst will assist the Chief Compliance Officer (CCO) in keeping our registered investment. advisory firm compliant with federal securities laws through establishing and enforcing controls, best practices. and ethical standards. This position will assist in implementing and coordinating the compliance functions. throughout Cre...
Department. KC Financial Advisors. Reports to: Operations Manager. Status: Full-time, Non-exempt. About Us. KC Financial Advisors provides comprehensive wealth management advice and solutions that creates. long term client relationships. This includes investment advice, insurance, financial planning, and. quarterbacking relationships with other trusted advisers. Position Summary. Wealth management firm is seeking an Administrative and Operations ...
Position Summary. The Transition Associate is responsible for overseeing the mass transition of client accounts to CreativeOne Wealth’s. management once an advisor with a pre-existing book of business is onboarded. In addition to transitioning the. advisor’s client accounts, the Transition Associate will train the advisor and their staff on the use of CreativeOne. Wealth’s systems and processes. This position will also be responsible for communic...
Reports to. VP, Human Resources. Department. Human Resources. Status. Part-time/Non-exempt. Position Summary. The Human Resource Specialist works in implementing processes and programs that advance effective recruiting. and retention of the company's most important asset - our team members. This role carries out administrative work involving the human resources functions and maintains related records. assists with recruiting, onboarding, policy u...
Status. Full-Time, Exempt. Position Summary. The Paid Media Manager is a forward-thinking, digital marketer with experience in all things. digital and a passion for driving results. We are looking for someone who is knowledgeable and has experience with. multiple digital media outlets including paid search, display, social, as well as emerging media and new technology. platforms. They will be responsible for executing and managing digital marketi...
Reports to. Commissions Director. Department. Finance. Status. Full-time/Non-exempt. Position Summary. The Life Commissions Specialist role is responsible for gathering and maintaining Carrier & Product Information. and ensuring commission payments are made in a timely and accurate manner. Duties and Responsibilities include, but not limited to. Verifies accuracy of payments and information in database during reconciliation process. Reconcile com...
Status. Full-time/Exempt. Position Summary. The Graphic Designer provides cutting-edge creative thought and design solutions to marketing challenges. This. role is team-centric (there are two other Senior Graphic Designers), with tight timelines, and receives art direction. You will provide design solutions for a variety of print and digital mediums. Duties and Responsibilities include, but not limited to. Implement creative design solutions that...
POSITION SUMMARY. The Advisor Services Specialist is responsible for the review of requests submitted to the Wealth Operations team via a shared inbox or through the shared phone queue and operations projects as they arise. This position will troubleshoot day to day problems/issues pertaining to new and existing accounts and clients that require a high attention to detail or complicated resolution. RESPONSIBILITIES. Assist advisors on requests su...
The Web Strategist is a driven, well-organized individual who plays a crucial role to our organization in the execution of digital marketing initiatives for both internal and external customers. We are looking for an experienced and dynamic self-starter who is passionate about Operational Efficiency & Excellence and who desires to grow his/her career in digital advertising operations. If you have an innate ability to deliver consistent results wi...
