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.