Position Summary

The Risk Management Business Consultant is responsible for creating new sales opportunities from existing advisors, supporting the VP of Risk Management, and recruiting new advisors. This position demands self-motivation and a proactive approach to inside sales.

Duties and Responsibilities include, but not limited to:

• Speak with financial advisors and Investment Advisor Representatives to increase interest in CreativeOne’s carriers/products/tools
• Comprehensive understanding of internal sales protocol such as: annuity new business, new business exceptions, annuity contracting, supply requests, advertising requests, daily phone coverage
• Serve as a key resource to financial advisors regarding insurance carriers and product information
• Compose basic annuity illustrations, on an as needed basis
• Acquire and continually work on cultivating new “leads” for CreativeOne
• Assist CreativeOne sales teammates with incoming phone calls as needed
• Contact, profile and follow up on new leads in the CreativeOne CRM
• Determine which agents are best suited to write contract through CreativeOne and subsequently, enter all profiling information into the CRM

Critical Skills Sought:

• Accountable for individual performance and actions
• Great relationship builder
• Time management and ability to handle multiple tasks in a fast paced environment
• A high level of organizational skills, attention to detail and follow through
• A professional approach and appearance
• Ability to work with a variety of people and personalities
• Enthusiastic and coachable attitude
• Ability to motivate and encourage
• Drive and determination to succeed in a highly competitive industry
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
• Strong sales skills
• Ability to problem solve and utilize a variety of closing techniques to secure new business
• Ability to work independently and work effectively as a member of the team

Background/Experience:

• Proficient in Microsoft Office Suite
• Ability to obtain Kansas, or Missouri life/health license within six months of employment
• Bachelor’s degree preferred

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary

We are currently recruiting for a Marketing Analyst to join our team. As the Marketing Analyst, you will drive the progress of our projects throughout the organization from initiation through delivery. In this role, you will be effectively coordinating resources, schedules and project deliverables.

Responsibilities include but are not limited to

• Plan, coordinate and oversee a wide variety of tasks with cross-functional teams ensuring all targets and requirements are met and completed on schedule and within budget.
• Maintain continuous contact with stakeholders, coordinating resources and providing overall project alignment.
• Proactively develop, implement, monitor and socialize new and/or existing process that improve cross-functional alignment, effectiveness and decision-making.
• Responsible for assessing, integrating with and optimizing processes and technology.
• Establish and communicate project strategy, deliverables and priorities to cross-functional stakeholders (internal, external and global) to gain their support and required resources.
• Develop and execute an efficient internal communication strategy ensuring all teams are aligned and informed while maintaining understanding, advocacy and education of internal processes.
• In collaboration with key stakeholders, work to meet business and marketing objectives and targets.
• Gather required data from end users to evaluate objectives, goals, KPIs and progress of project on a regular cadence.
• Facilitation and fostering cross-functional relationships and alignment.
• Execute tactical support materials (e.g. Sales Sheets, etc.).
• Support and maintain a positive safety culture by following all safety policies and procedures and actively contributing to a safe working environment.
• Other duties as required.

Preferred Requirements

• Bachelor’s degree preferred. Experience in lieu of degree may be considered.
• Project management experience.
• Email, website management and digital experience
• Project Management certification

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This description covers the major purpose and major functions of the job.  It is not intended to give all details or a step-by-step account of the way each task is to be performed.  Employees may receive other job-related instructions and be required to perform other job related duties requested by their supervisor.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary

The Payroll Analyst will perform payroll accounting and administrative duties to support the Payroll and Human Resources departments. They will ensure payment is processed on time, accurately, and in compliance with government regulations for both salaried and hourly employees. They will also comply with all state and federal regulations as it pertains to timekeeping, tax payments, and any garnishments or levies. They will assist the Finance Director and other team members in all levels of Finance/HR-related tasks to provide the best customer service to the employees and management.

Duties and Responsibilities include, but not limited to:

• Prepare bonus and variable compensation analysis.
• Process payroll in an accurate, compliant and timely manner.
• Run monthly payroll reports.
• Perform monthly reconciliations between the accounting and payroll systems.
• Oversee the annual payroll audit.
• Communicate with employees outside of the department to answer questions and gather information.
• Complete ad hoc projects as assigned by Finance and HR managers.
• Cross-train with the HR Administration Manager to fulfill duties when needed.
• Assist with other Finance duties such as: accounts payable processing, check deposits, credit card processing and scanning.
• Maintain the highest standards of accuracy, precision, discretion and confidentiality.

Critical Skills Sought

• Attention to detail.
• Excellent verbal and written communication skills.
• Strong sense of teamwork to accomplish departmental objectives.
• Ability to multi-task, while providing exceptional service to agents, carriers and teammates.
• Complete tasks within deadlines in a fast-paced environment.

Qualifications

• Proficient in Microsoft Excel.
• Previous payroll experience required.
• Experience with multi-jurisdictions, variable compensation and employee benefits a plus.
• Bachelor’s degree or equivalent experience preferred.
• Financial services industry background is desired.

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This description covers the major purpose and major functions of the job.  It is not intended to give all details or a step by step account of the way each task is to be performed.  Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary:

We are looking for a digital marketing coordinator to help support and optimize our organization’s digital marketing programs. Duties for the digital marketing coordinator will include tracking campaign progress, developing various digital marketing materials, building out digital marketing campaigns, updating online assets, streamlining digital marketing production, and handling general digital marketing activities.

Your creative thinking skills and strategies will be an essential part in driving our digital narrative, enhancing our organization’s image, improving digital communication with clients, and encouraging business growth through effective campaigns. Ideal candidates for this role should be creative and innovative, multimedia savvy, well-organized, and must be excellent writers and communicators. Ultimately, the exceptional digital marketing coordinator should have a firm grasp of the different digital touch points, drive highly effective digital campaigns, enhance user experience, and deliver on digital objectives.

Duties and Responsibilities include, but are not limited to:

• Support digital marketing initiatives by coordinating and managing the creation of all digital content such as website, blogs, press releases and podcasts, infographics, videos etc.
• Coordinating with the Digital Marketing Strategists to plan and develop content for various digital platforms.
• Implement & QA marketing campaigns on various digital channels.
• Creating, managing, and updating mailing and subscriber lists.
• Assist in analyzing marketing data (campaign results, conversion rates, traffic, etc.) to help shape future marketing strategies.
• Working with clients and account managers on campaign and content approvals.
• Assist updating websites and social media accounts.
• Researching and keeping up to date with the latest digital marketing trends.

Critical Skills Sought

• Excellent verbal and written communication skills.
• Strong multi-tasking and organizational skills.
• Extreme attention to detail.
• Ability to work well in a fast-paced, team environment.
• A hunger to learn and grow your knowledge in the digital space.

Background/Experience

• BA or BS in related field, preferred.
• Familiarity with digital marketing strategies and concepts.
• Basic knowledge of SEO, SEM, social media, and email marketing tactics. 
• Excellent copywriting and copy editing skills.
• Active on Social Media.
• Proficient in Microsoft Office Suite & Google Docs.

This description covers the major purpose and major functions of the job.  It is not intended to give all details or a step by step account of how each task is to be performed.  Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Primary Responsibilities:

Advisor Training and Education:

• Partner directly with advisors to understand their investment needs and assist in aligning those goals to our investment strategies.
• Build strategy presentations for internal and external stakeholders.
• Partner with Portfolio Managers and Operations teams to execute on new business initiatives, including a new investment consulting service.
• Create and deliver detailed analytics reports for model portfolios offered our investment platform – including performance reporting for 3rd party asset managers and proprietary models.
• Perform qualitative and quantitative due diligence on asset managers and strategists.
• Partner with 3rd party asset managers to develop best-in-class content for financial advisors and their end clients.
• Create and maintain training material across all of our Model Marketplace and other product offerings
• Conduct marketing and education webinars (i.e., Weekly and Monthly Commentary).
• Contribute to creation of marketing content.

AdvisorShares STAR Global Buy-Write ETF (VEGA):

• Co Portfolio Manager
• Provide attribution analyses and research
• Assist with trading & ongoing compliance

C1W Investment Committee:

• Coordinate investment committee meetings
• Report on Manager related Issues
• Present new product offerings
• Create process around advisor request for new product/investment offerings, and make sure the team is aware and onboard with this process

Preferred Qualifications/Experience:

• Five + years’ experience in OCIO, client portfolio management, options, and/or investment due diligence
• CFA® (Chartered Financial Analyst) or CIMA® (Certified Investment Management Analyst)
• Bachelor’s degree from an accredited institution (preferably Accounting, Economics, or Finance related)
• Proficient in risk analysis tools (e.g., Morningstar, Riskalyze, Kwanti, etc.)
• Custodial Trading experience
• This person must be a self-starter and a team player, with an understanding that our ultimate goal is to improve and enhance the lives of the advisors that we work with

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.