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Wealth Management Marketing Associate

Wealth Management Marketing Associate

The First National Bank in Sioux FallsSioux Falls, SD, US
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Wealth Management Marketing Associate

The Wealth Management Marketing Associate supports the Wealth Management team by preparing client presentation materials and executing a variety of marketing initiatives. Responsibilities include managing marketing tasks, creating content, coordinating client communications, and assisting with event planning to promote financial services, engage clients, and strengthen the department's brand presence.

FIRST Values

  • Family We support, trust, and respect each other, our customers, and our shareholders.
  • Independence & Innovation We embrace change as vital to our success.
  • Relationships We build relationships that are based on strong character, mutual loyalty, trust, and respect.
  • Stewardship We take care of ourselves so we can take care of others.
  • Teamwork We help each other grow and succeed.

Who We Are

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

What Will You Do

Accountabilities

Marketing Administration

Assist with the marketing, branding, and media efforts on behalf of Wealth Management.

  • Support the development and execution of marketing plans, campaigns, and multi-channel strategies (digital, social media, email, etc.).
  • Manage scheduling, content planning, and execution for blog posts and podcast recordings, including research and guest profiling.
  • Create, edit, and maintain internal and external marketing and product content across various platforms.
  • Maintain and update the content library and supporting marketing materials for easy access and consistency.
  • Prepare client-facing materials by compiling data into presentations and coordinating with stakeholders.
  • Collaborate with internal teams and external agencies to develop branded, compliant collateral.
  • Assist stakeholders in Wealth Management with creating personalized, on-brand content.
  • Coordinate with Bank's Marketing team to generate performance reports and analyze key metrics (e.g., Marketing Cloud, KPIs, engagement) to assess campaign effectiveness and outcomes.
  • Develop and manage the client journey across marketing initiatives and campaigns.
  • Oversee the coordination, approval, and ordering of both digital and physical marketing assets.
  • Growth Mindset

    Drive continuous growth by actively seeking learning opportunities to advance skillset, embrace a culture of continuous improvement and collaboration for department success, while enthusiastically pursuing ways to achieve defined growth goals.

  • Solicit, welcome, and implement feedback from leaders, peers, COIs, and clients as a means to remain coachable, recognizing there is always room for growth and improvement.
  • Regularly contribute ideas for process improvements.
  • Proactively apply new skills and insights from learning experiences to daily tasks, adjusting approaches to improve outcomes and efficiency.
  • Approach obstacles as learning opportunities, working collaboratively to identify solutions and adjust strategies as needed.
  • Volunteer for new tasks or projects that enhance skillsets and provide additional value to the department.
  • Qualifications

    Secondary education in marketing or related field preferred. One or more years of relevant work experience or a combination of education / experience that would enable incumbent to meet accountabilities and required competencies of the position.

    Skills and Abilities

  • Excellent verbal and written communication skills.
  • Ability to conduct relationships in a manner that ensures cooperation and positive results.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Ability to adapt to the needs of the organization and teammates.
  • Demonstrate a high degree of concern for professional and innovative customer service.
  • Excellent interpersonal and conflict resolution skills.
  • What's in It for You?

  • Health Insurance
  • Dental & Vision Insurance
  • Profit Sharing
  • Paid Vacation & Holidays
  • Company paid short and long term disability
  • Tuition Reimbursement Program
  • Employee Banking Perks
  • Community Volunteer time
  • And More!
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    Wealth Management Associate • Sioux Falls, SD, US

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