Marketing Manager

Full-Time | Dubuque, IA headquarters or Minneapolis, MN branch (On-Site)

At The Life Group, marketing is about more than promotion—it’s about connecting people with the guidance they need to build a retirement filled with peace and purpose.

We're looking for a highly organized, systems-minded Marketing Manager who enjoys bringing order to complexity while helping grow a mission-driven company. This role serves as the operational backbone of our marketing efforts while helping expand our reach through seminars, digital marketing, social media, email campaigns, website content, and emerging marketing channels.

If you love building efficient systems, coordinating memorable events, improving processes, and finding new ways to reach people, this could be a great fit.

What You'll Do

Own Our Seminar & Event Operations

• Coordinate seminars, workshops, Lunch & Learns, webinars, and educational events across multiple branch locations.
• Manage event logistics, timelines, vendor relationships, venues, promotional schedules, and event materials.
• Develop standardized processes, templates, and SOPs that create consistency as our firm continues to grow.
• Support select events on-site by coordinating registration, setup, attendee experience, and post-event follow-up.

Grow Our Marketing Channels

• Coordinate and execute social media content and publishing schedules.
• Manage email marketing campaigns, subscriber lists, and campaign performance.
• Assist with website updates, SEO improvements, and digital content.
• Launch and coordinate new educational events and community outreach initiatives.
• Capture client stories, testimonials, and event highlights to support future marketing efforts.
• Explore and help launch new marketing channels, including video, podcasts, and other innovative ways to reach prospective clients.

Manage Marketing Data & Reporting

• Maintain lead tracking and campaign data within Asana, Redtail CRM, and other marketing systems.
• Monitor lead follow-up and advisor handoffs to ensure opportunities never fall through the cracks.
• Track registrations, attendance, appointments, conversion rates, and campaign ROI.
• Prepare executive reporting by campaign, branch, advisor, vendor, and lead source.
• Identify trends and opportunities that help leadership make informed marketing decisions.

What We're Looking For

We're searching for someone who is:

• Highly organized with exceptional attention to detail.
• Systems-minded and naturally driven to improve processes.
• A strong written and verbal communicator.
• Analytical and comfortable working with spreadsheets, reporting, and marketing data.
• Proactive, dependable, and able to manage multiple priorities.
• Creative enough to identify new marketing opportunities while disciplined enough to execute them well.
• Tech-savvy and quick to learn platforms like Google Workspace, Asana, Redtail CRM, email marketing software, and social media scheduling tools.
• Collaborative, service-oriented, and excited to contribute to a growing team.

Experience & Requirements

• Bachelor's degree in Marketing, Business, Communications, or a related field preferred.
• Experience in marketing operations, event coordination, campaign management, or project management.
• Experience using project management software such as Asana.
• Experience working with CRM platforms (Redtail experience is a plus).
• Experience coordinating seminars, workshops, webinars, conferences, or educational events.
• Financial services, wealth management, insurance, or professional services experience is beneficial but not required.
• Ability to work on-site at our Dubuque headquarters or Minneapolis branch.
• Alignment with The Life Group's culture, mission, and values.
• Interest in long-term professional growth within a growing organization.

Success in This Role

You'll know you're succeeding when:

• Marketing events operate smoothly and consistently across every branch.
• Marketing systems become increasingly efficient and scalable.
• Leadership has reliable, actionable marketing reports and ROI insights.
• Lead tracking is accurate, organized, and complete.
• New marketing initiatives produce measurable growth.
• The Life Group's brand continues to expand through meaningful client experiences and innovative marketing efforts.

Why Join The Life Group?

• Be part of a team that genuinely cares about people—clients and teammates alike.
• Help shape how a growing financial planning firm reaches and serves families throughout the region.
• Play a meaningful role in expanding our educational events and marketing initiatives.
• Work in a collaborative, professional environment where your ideas and initiative are valued.
• Opportunity to grow alongside a firm that is continually investing in its people, technology, and future.

Compensation & Benefits

• Competitive salary based on experience: $60,000-$75,000
• Health, Dental, and Disability insurance available
• Employer-sponsored retirement plan
• Paid Time Off (PTO)
• A supportive, collaborative culture that invests in your professional and personal growth
• Opportunities to attend industry conferences, continuing education, and peer-to-peer training to accelerate your career