Advertising Review Analyst & Coordinator

Impact Partnership Wealth, LLC (IPW) is a registered investment adviser firm. We work in direct partnership with financial advisors to help them create true performance for their clients. But we don’t stop at portfolio results. We grow financial advisors’ practices through strategic marketing, so that they can help more clients plan their ideal financial futures. https://impactpartnershipwealth.com/

Job Overview:

As part of the Compliance team at Impact Partnership Wealth, LLC “IPW”, which is located in our Marietta, Georgia office, we are looking to hire an Advertising Review Analyst & Coordinator. This position’s primary duty is to facilitate and serve as an internal consultant on the review and approval of advertising and promotional materials, agent conduct reviews, and general regulatory and compliance-related matters for IPW. This position requires an understanding of state and federal advertising rules and regulations, as well as insurance carrier guidelines, to ensure compliance of our materials with the applicable requirements. This individual is responsible for delivering a high level of support to both internal customers and external insurance producers and investment advisors in a fast-paced and busy environment.

Essential Duties and Responsibilities:

• Reviewing and approving producer/advisor communications, promotional materials, and sales training, as well as consumer-oriented advertising and marketing materials
• Review and revise internally created and producer-created advertising, sales training, and seminar programs to ensure compliance with applicable state and federal rules and regulations, as well as carrier guidelines, as permitted.
• Backend review a sample of marketing materials for adherence to policies and procedures.
• Maintain inventory of advisor communications and marketing collateral including the tracking of submission/approval dates, sunset dates, usage, and category
• Assist with IAR supervision and onboarding
• Communicate effectively on the internal database/tracking system for marketing materials to show completed projects and status on outstanding projects.
• Responsible for understanding the advisor sales process and assisting in the development of marketing collateral and programs to aid in overall effectiveness.
• Communicate pertinent compliance and regulatory information to distribution and internal staff through periodic Compliance bulletins and other formats, including the IPW advisor portal.[DL1]
• Prepare team analytic reports by collecting, analyzing and summarizing information.
• Other duties and responsibilities as assigned by team leads

Skills and Experience Required:

• Ability to gain knowledge and understanding of compliance requirements and regulations
• Advanced knowledge of insurance and investment products
• Advanced understanding of sales and services processes as well as company policies and procedures
• Demonstrated ability to interact and effectively communicate with all levels of management, associates, producers, carriers and vendors.
• Strong problem-solving and researching skills.
• Sound business judgment and strong decision-making ability
• Exceptional relationship-building skills and ability to effectively work with other departments within the firm.
• PC proficiency, including strong knowledge of Microsoft Excel, Word, etc.
• Strong customer service, interpersonal skills and attention to detail
• Ability to communicate complex subject matter both verbally and in writing
• Ability to work independently and as a member of a team
• Ability to work under pressure and manage several projects simultaneously
• Critical reading skills

Skills and Experience Preferred:

• Bachelor’s degree
• Securities industry experience
• 2 or more years’ experience working in the financial services industry
• Series 65 or interested in obtaining in the future

Physical Demands/ Locations/ Travel:

• Physical Demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to:

-Sit for prolonged periods of time at a desk while working on a computer.

-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.
• Work occasional evenings and weekends and attending events may be required.
• this job may require occasional travel outside of the local area and overnight stays. (up to 15%)

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.

Benefits

The company offers a positive and upbeat work environment; Medical, Dental, Vision, FSA (flexible spending)/Dependent Care, STD (Short Term Disability), Life Insurance, 401k (match), Holiday Pay and a very generous PTO (paid time off) benefit. After 90 days of employment ability to work remotely (hybrid schedule).

EEO Statement

Impact Partnership LLC & Impact Partnership Wealth, LLC “IPW” 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.

Job Type: Full-time

Pay: $46,852.57 - $56,424.59 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Referral program
• Vision insurance

Ability to Relocate:

• Marietta, GA 30066: Relocate before starting work (Required)

Work Location: Hybrid remote in Marietta, GA 30066