Responsibilities

• Own client relationships. Be the trusted strategic partner for a portfolio of financial advisor clients. Lead client meetings, set the agenda, present results, and proactively surface opportunities.
• Build growth strategies tied to real KPIs. Translate each client’s business goals into multi-channel marketing plans with clear targets for leads, conversion, and ROI.
• Run paid media that performs. Manage and optimize campaigns across Google Ads, Meta, LinkedIn, and YouTube — partnering with our paid media team to drive measurable results.
• Develop lead-gen systems. Lead magnets, landing pages, funnels, nurture sequences, and automated workflows that actually convert.
• Develop and build marketing campaigns that include social media content calendars, email newsletters and automation sequences.
• Lead AI-forward execution. Identify and integrate AI tools that compound our team’s output — workflow automation, content systems, prospect intelligence, and reporting. We’re past basic generative text.
• Coordinate across our team. Brief designers, writers, developers, and paid specialists. Keep timelines tight, quality high, and clients informed.
• Report and recommend. Prepare clear, insight-driven performance reports. Make the data tell a story clients can act on.

Requirements

• 3+ years in a marketing agency or marketing-led role: You have served ideally as an Account Manager, Growth Marketer, or Marketing Strategist with hands-on responsibility for client deliverables and outcomes.
• Demonstrated paid media experience: You’ve planned, launched, and optimized campaigns on Google Ads, Meta, or LinkedIn with quantified results (ROAS, CPL, pipeline impact). You can walk us through a specific campaign in your interview.
• Lead generation chops: You have built funnels end-to-end (landing pages, lead magnets, email nurture) and you know what makes one convert.
• AI-fluency in your day-to-day: Your AI experiences goes beyond “I use ChatGPT,” but you actively integrate AI into marketing workflows, automation, content systems, or reporting. Show us what you’ve built.
• Excellent client communication: You can hold a strategy conversation with a financial advisor, write a clear status update, and present results with confidence.
• Comfort with our tool stack: You’ve used some or all of GoHighLevel, HubSpot, Mailchimp, and ClickUp (or you’ll come up to speed fast).
• Strong project management : You excel handling multiple clients, multiple deadlines, attention to detail without dropping balls.

Preferred

• Experience marketing for financial advisors, RIAs, wealth management firms, or other regulated professional-services industries (insurance, legal, healthcare, accounting).
• A track record of introducing AI-powered systems that improved your team’s efficiency, output, or reporting.
• A portfolio that shows real client work and results — not just a list of skills.
• Bilingual ability or experience working with diverse markets.