About Horter Investment Management

At Horter, we’re committed to fostering client relationships through innovative financial solutions. Our team excels in collaboration, precision, and strategic growth. Join us as our Marketing Operations Coordinator to drive our lead-generation efforts and support our expansion in existing and new markets.

The Opportunity

As our Marketing Operations Coordinator, you’ll orchestrate the logistics, analytics, and systems behind our marketing initiatives. From managing seminar operations to analyzing lead performance and optimizing funnels, you’ll ensure our strategies are efficient and effective. You’ll collaborate closely with our Content & Client Relations Teams to translate data insights into actionable improvements, directly contributing to our growth in Cincinnati and beyond.

What Makes This Role Unique

Strategic Impact: Your analytics and operational expertise directly shape our marketing success, from improving lead quality to identifying new market opportunities.
Dynamic Scope: You’ll oversee everything from seminar logistics to funnel performance, blending hands-on execution with strategic decision-making.
Growth Focus: You’ll play a key role in scaling our operations, standardizing processes for expansion, and upskilling team members for multi-city growth.
Collaborative Balance: Work closely with creative teams to align data-driven insights with engaging content, ensuring a cohesive marketing strategy.

Key Responsibilities

Seminar Operations: Manage logistics for retirement and Medicare seminars, including venue selection, advisor scheduling, and preparation of materials.
Funnel Management: Build and optimize marketing funnels, integrating tools to enhance lead flow and performance.
Lead Analytics: Track and analyze lead metrics (e.g., registrations, attendance, lead quality) across seminars, websites, referrals, and partnerships to identify cross-sales opportunities.
Pipeline Management: Monitor advisor performance (e.g., interested card collection, appointment/close rates) and implement best practices to improve client acquisition.
Results Assessment: Evaluate campaign outcomes and digital performance (e.g., SEO, website analytics); recommend strategic shifts, like pivoting from underperforming seminars or proposing satellite offices.

Who You Are

Highly Organized: You manage complex logistics and timelines with meticulous attention to detail.
Collaborative: You thrive in partnering with creative teams to align operations with messaging.
Data-Driven: You excel at analyzing metrics and translating insights into strategies
Tech-Savvy: Proficient in CRM systems, analytics tools, and process integrations.
Growth-Minded: You’re eager to support scalability and embrace new challenges.

Why Join Us

Impactful Role: Drive growth through optimized operations and actionable analytics.
Career Growth: Build expertise in marketing operations with leadership opportunities in expansion.
Supportive Team: Join a collaborative culture focused on innovation and client success.
Competitive Compensation: Salary of $45,000–$60,000 per year based on work experience, plus the opportunity for performance-based bonuses.
Benefits: 401(k) with matching, dental/health/vision insurance, paid time off.
Location/Job Type: Full-time, in-office; 11726 Seven Gables Road, Cincinnati, OH 45249.
Schedule: Monday–Friday, 8:30 AM–5:00 PM, with occasional paid overtime hours for event assistance.

Apply Now

Embark on a rewarding journey with us where you can make a significant impact while working alongside industry leaders. Be part of a team that thrives on excellence, innovation, and a commitment to exceptional service. Apply now to become the Marketing Operations Coordinator at Horter Investment Management and take the next step towards a flourishing career. Apply now!

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education

Bachelor's (Preferred)

Experience

Event marketing: 2 years (Preferred)

Ability to Commute

Cincinnati, OH 45249 (Required)

Work Location: In person