Account Manager, Marketing

Overland Park, KS (On-site)

Salary Not AvailableMid Level4+ years expFull time

Posted 5 weeks ago

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Job Summary

Own the client marketing plan from kickoff to cadence, turning business goals into concrete multi-channel programs and tight milestone governance.

  • Strategic planning and milestone governance: translate client goals into annual and quarterly plans with clear deliverables.
  • Channel orchestration: lead digital and traditional marketing programs, including lead gen, social, email nurture, content, video, SEO, branding, and print materials.
  • Cross-functional logistics and reporting: coordinate with creative, digital, and programs teams; deliver performance insights and weekly status updates.

Job Description

Responsibilities
  • Build and maintain strong advisor relationships by serving as the strategic marketing partner and primary point of contact.
  • Lead strategic planning with clients, including developing annual and quarterly marketing plans aligned to their business goals.
  • Hold clients accountable to milestones, deliverables, and the execution of agreed-upon plans.
  • Coordinate and oversee digital marketing initiatives including: online lead generation campaigns, social media strategy, email nurture sequences, content marketing, video, SEO, and website development.
  • Oversee traditional marketing initiatives including branding, logo development, identity packages, direct mail, radio, TV, brochures, and print materials.
  • Partner with the internal marketing team (creative, digital, programs) to ensure seamless project execution.
  • Provide insights and reporting on campaign performance, optimize plans, and guide next steps.
  • Manage internal workflow using Asana and maintain accurate project documentation.
  • Partner with compliance and legal teams to submit marketing materials and implement feedback.
  • Prepare weekly status updates for clients and internal stakeholders.
Requirements
  • Bachelor’s degree in marketing, communications, business, or equivalent experience
  • 4+ years of professional marketing experience, including account management or client-facing roles.
  • Strong strategic thinking with the ability to translate client goals into clear marketing plans.
  • Exceptional relationship-building skills with a client-first mindset.
  • Strong understanding of digital marketing tactics, best practices, and performance metrics.
  • Excellent communication skills—verbal, written, and presentation.
  • High level of organization, with the ability to manage multiple priorities in a fast-paced environment.
  • Problem-solving mindset; able to proactively identify challenges and create solutions.
  • Ability to collaborate effectively across creative, digital, and program teams.
  • Comfortable leading conversations, setting expectations, and guiding clients through the marketing process.
Benefits
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance
CREATIVEONE logo

CREATIVEONE

3.2 Glassdoor

Surpassing the traditional definition of an independent marketing organization, CreativeOne is an industry-leading diversified financial services organization focused on retirement income solutions, including annuities, investments and life insurance. Changing the scenery since 1984, CreativeOne has been providing expert advisor solutions that foreshadow regulatory change while supplementing successful independent businesses through exclusive product offerings, trend-setting lead-generation programs, and award-winning marketing services. With more than 140 dedicated employees accommodating thousands of insurance and financial professionals nationwide, CreativeOne is committed to propelling ahead of industry best practices while unifying technology to enhance advisor productivity and deliver top-notch end-consumer solutions. In addition, Client One Securities, the in-house broker dealer, and ChangePath, the turnkey asset management platform (TAMP) are extensions of our corporate value proposition. Visit www.creativeone.com for more information.

Founded in 1984
Leawood, Kansas, USA
214 employees (34 in marketing)
56% recommend to a friend
67% CEO approval

Traffic Signals

Monthly Visitors
20.9K
Traffic Source Mix
Search
23.6%
Direct
69.2%
Referral
4.6%
Social
0.8%
Paid
1.6%

Headcount Trend

Current headcount: ~215

Marketing Team

Marketing Team Size
20 (9% of company)
Median Career Experience
16 years
Median Tenure
11.3 years
Marketing Roles Posted (Last 30 Days)
1

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