Responsibilities

• Plan how client stories are used across priority marketing initiatives, by partnering with campaign managers, product marketers, sales engagement, and regional teams - and own programs end to end.
• Help run the day-to-day Client Stories program by managing intake, timelines, dependencies, and stakeholder check-ins so that work moves forward predictably.
• Maintain the editorial pipeline and calendar to keep the team ahead of key marketing moments, prioritization decisions, and asset needs.
• Support client story development with client relationship teams by shaping the narrative, defining objectives, and preparing interview briefs that set everyone up for success.
• Coordinate production workflows with internal partners and agencies, including scheduling, reviews, delivery and distribution of final assets.
• Manage approvals and feedback cycles with professionalism, responsiveness, and consistent follow-through that builds trust.
• Use AI tools to streamline workflows and improve efficiency, while protecting quality and brand standards.
• Identify opportunities to improve how the program operates - flag issues early, propose solutions, and help implement them.

Requirements

• Bachelor's degree in Marketing, Communications, Business, or a related field preferred.
• At least 3 years of experience in integrated marketing, campaign execution, marketing operations, or a related discipline. Financial services experience is a plus but not a requirement.
• Experience working in a large corporate preferred, with comfort navigating a matrix organization and managing multiple stakeholders.
• Strong relationship-building and communication skills - able to collaborate across functions and seniority levels.
• Exceptional attention to detail, with consistently high standards for quality and precision.
• Ability to manage multiple workstreams, timelines, and approvals in a dynamic environment.
• Ability to quickly assess what matters most, prioritize competing demands, and focus energy where it will have the greatest impact.
• Proactive, accountable mindset with a willingness to learn and continuously improve ways of working.
• Comfort supporting elements of client story production, including interview coordination, video shoot logistics, and agency collaboration.
• Experience with corporate or B2B clients is advantageous.

Preferred

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.