Position: Marketing & Event Specialist Firm: Secured Retirement (SRA) Location: St. Louis Park, MN Overview: Secured Retirement (SRA), based in St. Louis Park, MN, is a privately held financial services firm specializing in retirement planning and investment strategies for individuals preparing for or enjoying retirement. As we grow, we remain committed to serving exceptional clients with extraordinary people, disciplined systems, and clear accountability. As the Marketing & Events Specialist, you will play a vital role in supporting SRA’s client prospecting through creative marketing and seamless event planning—including dinner seminars, radio promotions, and personal outreach. This role requires B2C marketing experience, lead conversion skills, and the ability to thrive in a fast-paced environment where new strategies are encouraged. You’ll coordinate all aspects of event logistics, copywriting, reservations, and follow-up, working closely with leadership to ensure every prospect has a stellar experience. An engaging personality and a passion for connecting with people are essential. What You’ll Do:
- Manage all aspects of SRA dinner events, including targeted mailings, follow-up phone calls, event logistics (menus, room setup, A/V), and onsite greeting.
- Develop and implement a lead generation follow-up program utilizing direct contact, text, drip emails, and printed materials.
- Coordinate brand expansion efforts with the Marketing Coordinator.
- Prepare, proofread, and format marketing collateral, correspondence, reports, and internal documents.
- Deliver daily briefings and provide lead updates to the Client Services Team.
- Track and report lead generation conversion data, and conduct regression analysis on leads that do not convert.
- Draft, review, and proofread all company press releases.
- Maintain professionalism while managing sensitive information and shifting priorities.
- Uphold SEC marketing compliance by maintaining and storing all marketing records.
- Collaborate cross-functionally with Marketing, Operations, and Advisor teams to enhance client experience.
What We’re Looking For:
- Excellent written and verbal communication skills.
- High attention to detail and process discipline.
- At least 3 years of event planning experience, including managing meals and A/V equipment.
- Proficiency in Salesforce and familiarity with marketing & CRM technologies (e.g., Active Campaign, Jetpack).
- Ability to quickly master key marketing tools and SEC compliance requirements.
- Strong organizational skills and ability to manage multiple projects.
Bonus Points:
- Experience with lead generation and conversion strategies.
- Prior experience in a financial services or professional services environment.
- Creative approach to event copywriting and marketing innovation.
What You’ll Get: Pay & Perks:
- Competitive base salary ($60,000–$65,000/year based on experience)
- Bonus potential based on event conversion success
- Full benefits package
- Paid training and licensing support
- Pathway for professional growth within the firm (Marketing & Events Specialist → Marketing Coordinator → Client Service Specialist)
Schedule:
- Standard business hours with occasional evenings for client events
About Secured Retirement’s Core Values:
- Be Trustworthy – Act as the confidential assistant to the CEO, upholding the highest integrity, protecting their time, and responsibly managing company priorities.
- Take Ownership – Take evolving ideas and tasks and see them through to timely completion, showing initiative and accountability.
- Never Stop Growing – Embrace opportunities for learning, adaptability, and continuous improvement, working closely with industry leaders.
- Pursue Excellence – Ensure duties are executed at the highest standards with purpose, strategy, kindness, and intention.
- Protect What is Important – Safeguard the CEO’s time and ability to serve clients and the team, maintaining calendar discipline, email triage, and professional relationships.
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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