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Financial planner Jobs in Rochester mn

Last updated: 21 hours ago
Lead Marketing Account Planner

Lead Marketing Account Planner

Highmark HealthMN, Working at Home, Minnesota
$146,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Chief Financial Officer

Chief Financial Officer

Robbinsdale Area SchoolsEducation Service Center ,MN, US
Show moreLast updated: 30+ days ago
Financial Analyst Remote Minnesota

Financial Analyst Remote Minnesota

Reading & Math, IncMN, US
$73,600.00 yearly
Remote
Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Manager of Financial Services

Manager of Financial Services

Olmsted Medical CenterRochester, MN, United States
Permanent
Show moreLast updated: 21 hours ago
Financial Planning analyst

Financial Planning analyst

Indotronix International CorporationMinnesota
$60.00–$65.00 hourly
Remote
Show moreLast updated: 30+ days ago
Financial Services Agent

Financial Services Agent

District 54 InsuranceRochester, MN, US
$180,000.00–$200,000.00 yearly
Remote
Full-time
Quick Apply
Show moreLast updated: 22 days ago
Senior Financial Advisor (Rochester, MN)

Senior Financial Advisor (Rochester, MN)

Edelman Financial EnginesRochester, Minnesota
$85,000.00–$115,000.00 yearly
Show moreLast updated: 30+ days ago
  • Promoted
B2B Sales Professional

B2B Sales Professional

Solace FinancialRochester, MN, US
Full-time
Show moreLast updated: 30+ days ago
Personal Financial Representative

Personal Financial Representative

Allstate BenefitsStatewide, MN, US
Show moreLast updated: 30+ days ago
Financial Advisor - Southern MN

Financial Advisor - Southern MN

ThriventMN,Rochester
Full-time
Show moreLast updated: 30+ days ago
Financial Analyst II (Hybrid)

Financial Analyst II (Hybrid)

BRPMinnesota, United States
Show moreLast updated: 30+ days ago
Financial Reporting & Accounting Operations Intern

Financial Reporting & Accounting Operations Intern

MortensonMN, United States
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant

Financial Consultant

Meron Financial AgencyRochester, MN, United States
$50,000.00 yearly
Full-time +1
Show moreLast updated: 12 days ago
Site Services Planner

Site Services Planner

GilbaneRochester, MN, US
Show moreLast updated: 30+ days ago
Chief Financial Officer MN ID67953

Chief Financial Officer MN ID67953

Adams, Inc.MN, US
Show moreLast updated: 30+ days ago
  • Promoted
Operations Planner

Operations Planner

VirtualVocationsRochester, Minnesota, United States
Full-time
Show moreLast updated: 4 days ago
Financial Planning Analyst

Financial Planning Analyst

Genworth FinancialMinnesota
$145,500.00 yearly
Remote
Full-time
Show moreLast updated: 30+ days ago
Senior Financial Implementation Consultant (Healthcare)

Senior Financial Implementation Consultant (Healthcare)

Workday, Inc.Remote, MN, USA
Remote
Full-time
Show moreLast updated: 30+ days ago
Senior Financial Analyst, Value-Based Enablement

Senior Financial Analyst, Value-Based Enablement

LumerisMinnesota, US
$84,600.00–$113,775.00 yearly
Remote
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Sales Representative (WFH)

Sales Representative (WFH)

Equis FinancialRochester, Minnesota
Quick Apply
Show moreLast updated: 30+ days ago
Lead Marketing Account Planner

Lead Marketing Account Planner

Highmark HealthMN, Working at Home, Minnesota
30+ days ago
Salary
$146,000.00 yearly
Job type
  • Full-time
Job description

Description

JOB SUMMARY

This role will serve as the strategic lead account planner within the Brand Strategy and Activation team, as part of our innovative in-house agency. The Sr. Account Planner in our environment is multifaceted, combining analytical prowess with creative insight to help fuel successful marketing efforts. The Account Planner will play a crucial role in understanding the business, the consumer and / or customer, and the market to inform and develop insights and strategies that fuel powerful campaigns and deliver exceptional results. This role requires a blend of analytical thinking, creative problem-solving, and strong communication skills.

ESSENTIAL RESPONSIBILITIES

  • Partner collaboration – Build and maintain strong relationships with business partners in order to understand and interpret business objectives and market needs into actionable insights and direction.
  • Consumer insights – Use research research and analysis to uncover valuable, actionable insights around consumer behavior, preferences, and motivations.
  • Competitive analysis – Conduct analyses of competitors’ marketing strategies, messaging tactics, and industry positioning to identify gaps and opportunities for differentiation.
  • Trend forecasting – Proactively monitor cultural, social, and industry trends to anticipate shifts in consumer behavior and inform proactive campaign strategies. Regularly share learning and insights with internal teams and leadership to foster innovation, objective decision making, and continuous improvement.
  • Strategy development – Develop innovative and data-driven strategies to resonate with target audiences and drive desired outcomes. Translate consumer insights into actionable recommendations for creative development and campaign execution.
  • Creative briefing – Lead the development of clear and compelling briefs that connect strategic objectives to target audience insights and campaign messaging. Provide guidance and feedback throughout the creative development process to ensure alignment with brief’s insight.
  • Message development – Collaborate with creative teams to develop and / or refine messaging frameworks, brand positioning statements, and campaign concept ideas that resonate with target audiences, and oversee concept testing as relevant, to validate messaging meets the desired objective.
  • Engaging presentations – Prepare and deliver presentations to leadership and partners to effectively communicate strategic insights and recommendations, and serve as a trusted advisor to partners, offering guidance and actionable insights to drive business success.
  • Other duties as assigned or requested.

EXPERIENCE

Required

  • 5 years of experience with account planning, strategic planning, or related role within an agency environment.
  • 5 years of experience working with diverse teams and collaborating effectively across departments.
  • Preferred

  • None
  • SKILLS

  • Ability to work cross-functionally among different business units to align on strategic and creative direction.
  • Proficiency in all Office products (Word, Excel, PowerPoint, Outlook), as well as technical ability to learn various other online applications to document and share information (Confluence, Workamajig,Adobe DAM, etc.).
  • Strong oral & written communication skills.
  • Strong relationship management skills, including the ability to inspire, lead through influence, create consensus and negotiate priorities.
  • Ability to help create strategic frameworks that ensure continuity across campaigns but also allow for creative exploration to solve for specific market conditions and / or business challenges.
  • High degree of independence, self-motivation and commitment to consistent follow through for deadlines, budgets and excellence in execution.
  • Strong analytical skills with the ability to interpret data and draw actionable insights.
  • Excellent communications and presentation skills with the ability to articulate complex ideas clearly
  • Ability to manage multiple projects simultaneously and meet tight deadlines in a fast paced environment.
  • EDUCATION

    Required

  • Bachelor’s degree in marketing, advertising, communications, psychology / sociology, or related field OR relevant experience and / or education as determined by the company in lieu of bachelor's degree.
  • Preferred

  • None
  • LICENSES or CERTIFICATIONS

    Required

  • None
  • Preferred

  • None
  • Language (Other than English) :

    None

    Travel Requirement : 0% - 25%

    PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

    Position Type

    Office- or Remote-based

    Teaches / trains others

    Occasionally

    Travel from the office to various work sites or from site-to-site

    Rarely

    Works primarily out-of-the office selling products / services (sales employees)

    Never

    Physical work site required

    Lifting : up to 10 pounds

    Constantly

    Lifting : 10 to 25 pounds

    Occasionally

    Lifting : 25 to 50 pounds

    Rarely

    Pay Range Minimum : 78,900.00

    Pay Range Maximum : 146,000.00

    Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation / gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation / gender identity, protected veteran status or disability.

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