25 days old

Marketing Coordinator - Wealth Management- Phoenix, AZ

OneAZ Credit Union
Phoenix, AZ 85027
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Our ideal candidate will be:

  • Responsible for supporting the Wealth Management departments marketing and sales initiatives for investments and insurance for the Credit Unions members and prospects
  • This position is an affiliated, non-licensed or licensed person of the Credit Unions contracted broker dealer
  • The incumbent will need to be approved by, and comply with all requirements set forth by the contracted broker dealer as an affiliated individual

Why join the OneAZ team?

Our culture is one-of-a-kind! Youll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do: We exist to improve the lives of our members, our associates and the communities we serve.

We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others.

Take a look at our career page for detailed benefit information: www.oneazcu.com/about/careers/

A typical day might include the following:

  • Support the Wealth Management department and function as liaison with Marketing and other department teams to coordinate and execute the marketing projects and departments plans
  • Maintain social/digital media, wealth department website, and branding materials, including related content management systems (CMS), in alignment with Wealth Managements strategic direction
  • Generates and coordinates communications to Credit Union associates and prospects about Wealth Management marketing promotions and campaigns
  • Oversee and coordinate customer relationship management (CRM) for the Wealth Management department clients and prospects.
  • Report on initiatives success by monitoring key performance metrics and generating analyses
  • Assists Wealth Management representatives with webinars, in-person seminars, advertising needs, disclosures, scheduling, distribution/communication lists, web/phone recordings, contact logs, inventory management of marketing materials, and related compliance of materials and activities
  • Coordinates and aligns Wealth Management representation at civic, trade and professional activities
  • Maintains technical and industry knowledge of financial products, features, uses, and tax treatment, and includes attending professional seminars
  • Provides ideas for enhancements to marketing and operations
  • Other duties as assigned

Education and/or Experience:

  • High school diploma
  • Bachelor's degree advantageous and desired, and preferably in marketing, advertising, or communication
  • Three to five years related experience in a financial institution
  • Working knowledge of Salesforce CRM or a similar package, and Microsoft Office (WORD, Excel, PowerPoint)
  • Working knowledge of FINRA broker dealer regulations/requirements is a plus
  • FINRA Series 6 or 7, 63, 65 or 66, and AZ Life/Health Insurance Licenses are preferred, and optional.


Travel may be required, less than 10% of the time

Additional Notes:

Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.

Posted: 2021-02-03 Expires: 2021-03-07

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Marketing Coordinator - Wealth Management- Phoenix, AZ

OneAZ Credit Union
Phoenix, AZ 85027

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