We’re a financial marketing and sales organization dedicated to helping independent financial advisors become household names in their communities. From branding and practice management to radio and digital marketing, our goal is to serve them well so they can serve American retirees well. At Impact Partnership, we look for teammates who exemplify our company values: Positivity, Excellence, Grit, Get it done mindset, Invested and Coachable.
Are you looking for an opportunity working in a dynamic and fast-growing company? The Impact Partnership is looking for a Project Manager in our Marketing Department who will oversee project management of client marketing projects and support the client experience.
If you’re positive, efficient, and motivated to take your career to the next level, we want you on our team.
Job Duties
- Responsible for working directly with our Advisor CMOs (our Marketing Account Managers here at Impact) to converting our clients’ marketing requests into projects, moving projects forward for clients of Impact Partnership, and overseeing web projects in Workfront (our Project Management System).
- The successful candidate thrives working across multiple teams and projects
- Communicate directly with clients in a friendly and efficient manner,
- Ability to build communication and processes for project manager role
- Work within the project management system, WorkFront, to manage projects and timelines.
- Help develop solutions for more efficient project workflows and communication.
- Provide internal graphic design, web design, and production teams with specific information and insight to inform creative strategy and execute projects efficiently.
- Build and maintain positive and strong internal relationships to facilitate collaboration with the compliance, sales, marketing, and media team.
- Invoice advisors for projects they pay for.
- Help build monthly and yearly reports on projects and events with the CMO.
Requirements
- Bachelors or Associates in Marketing, Business, Public Relations, or Communication
- 2-3 years’ experience in project management.
- Business Strategic thinker and doer with a strong project management background and client satisfaction in all marketing avenues.
- Ability to work in a fast-paced environment with a “roll up your sleeves” attitude to get the job done.
- History in project management systems, including creation of projects, assignment of tasks, and arranging project workflows
- Strong communication skills
- Quick to respond and take action
- Strategy & efficiency-minded
- Background in design, copy or other creative discipline is a plus
Work Location
- We pride ourselves on having a hybrid work culture that can become effective after 90 days of employment. Any exceptions made for flexibility or remote work status will be determined solely on a case- by-case basis.
- Remote/hybrid schedules are subject to change and based on performance/ business needs.
Benefits
EEO Statement
Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need.
The above-mentioned job description is not intended to describe, in detail, the multitude of tasks that may be assigned; but rather to give the employee a general sense of responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.
