Partnership Development Manager Visa Sponsorship Jobs in Iowa

Job Summary

The Marketing Specialist focuses on successfully marketing the financial representative’s team to keep him/her in constant selling situations. They’ll assist in all marketing related activities, developing and implementing new promotional and marketing programs, plus developing and executing cross-selling plans for existing clients. Specific responsibilities include, but are not limited to:

Segmentation

• Work with the advisor to define ideal clients for each marketing segment and refine regularly
• Drive efforts to segment the overall client base to be able to effectively execute a client touch plan and drive the goals of the practice
• Record segments within the client management system and maintain them
• Determine a strategy to support lower segment clients, which may include succession planning, joint work or perhaps transitioning clients to the Client Relations Center
• Develop a focus list of clients to connect with within the next 6 months
• Develop a process to obtain client preferences and track within the client management system

Prospecting

• Create, document and drive execution of a referral process
• Identify and document existing and potential Centers of Influence (COIs), then analyze COI results and manage COI strategy
• Develop joint work or team strategy for internal COIs
• Maximize feed list efforts

Promotion

• Manage digital presence:
• Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice
• Develop a strategy to drive traffic to the website and convert that traffic into connections
• Leverage and maintain email marketing to stay top of mind with existing clients and enhance client experience
• Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns
• Position practice as thought leaders in the community by leveraging consumer education tools (whitepapers, explainer videos, seminars, etc.)
• Develop and maintain content/materials to position the team for their target audience
• Incorporate marketing pieces such as brochures, bylined articles, and preapproved articles
• Maintain email auto signatures
• Evaluate organizations within target market(s) for sponsorship, advertising and/or networking opportunities and monitor results of these endeavors.
• Look for opportunities for local PR

Client Experience

• Outreach to clients to schedule meetings on a weekly basis via email and text
• Build and deliver a comprehensive client touch plan and experience plan to ensure client retention, additional purchases and drive referrals
• Create positive first impressions with clients and prospects by managing the office environment, client communication and ease of doing business
• Develop a marketing calendar that incorporates the right components and frequency to meet objectives
• Survey clients periodically to ensure their satisfaction and gain new insights for future planning
• Develop and track a marketing budget to determine ROI
• Implement a client onboarding process
• Plan and execute on opportunities for client appreciation and/or prospecting events
• Promote adoption of the client website

Inforce Marketing

• Create various product/campaign strategies within a planning approach such as term conversions, ARDI conversion, etc.
• Document and manage the term conversion and APB process

General

• Develop and execute on a marketing plan that includes review of the effectiveness of the efforts above, return on investments and tracking towards agreed upon measures of success
• Review marketing research reports and client list opportunities periodically
• Incorporate marketing as a standing topic in team meetings to report on progress, connect on key client/prospect information obtained and identify new opportunities
• Continuously evaluate and adopt emerging marketing technologies, digital platforms, and AI-driven tools to improve efficiency, enhance client engagement strategies, streamline workflows, and support the scalable growth of advisor teams
• Utilize home office resources such as marketing newsletters and webinars to keep abreast of what is available
• Manage compliance approvals of marketing materials

Qualifications

• Marketing experience preferred in other roles
• Graphic design experience is a plus
• Superior written and oral communication skills
• Financial Service or Insurance industry experience preferred
• Fantastic interpersonal skills
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to maintain a high degree of confidentiality
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Ability to work both independently and on a team
• Familiarity with Microsoft applications and data entry and information retrieval software

Fit

This role is perfect for someone who enjoys combining strategy, creativity, and relationship building to drive business growth. The ideal candidate is highly organized, proactive, and energized by using data, technology, and AI-powered tools to create impactful client experiences and scalable marketing solutions. They thrive in a fast-paced environment, enjoy collaborating with advisors and clients, and are passionate about helping teams grow their influence, deepen client relationships, and achieve measurable results.

Pay: $40,000.00 - $52,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Work Location: In person