At Financial Finesse, we change financial lives at scale by providing 100% unbiased financial wellness coaching as an employee benefit.

Financial Finesse is looking for a Client Marketing Director who is an expert at driving utilization and engagement among end users (in our case, these are our clients’ employees). We work with some of the world’s best-known companies (from CVS Health to Nestlé to the NFL Players Association) and their employees are our number one priority – and that’s where you come in! With a heavy focus on supporting our clients reach our intended audience you will help them ‘think outside the box’ and try new ways to engage the audience by developing creative messaging, campaigns and automations that pull new users in and encourage engagement with existing users. The ideal candidate will have: the ability to build and drive robust marketing plans across multiple platforms; a passion for innovation and digital trends; and a mission-based heart to change the world. Experience or special interest in the financial wellness industry is a plus!

You’ll report to the Senior Marketing Director and work hand-in-hand with Client Success, Sales, Tech and Design teams. The Client Marketing Director position is based remotely, with some meetings required in our headquarter office in El Segundo, CA and elsewhere.

What you’ll do and the impact you’ll make

The Client Marketing Director position focuses on the day-to-day execution of end-user engagement campaigns while working closely with the Client Success team (as well as the Product and Sales teams). You will be involved in the full campaign lifecycle – idea generation, content creation, the campaign set up and, working with the Product team to test, launch, and report. The primary goal of this role is to strengthen client relationships by keeping their end users engaged so that customers can extract superior value from their relationship with Financial Finesse. With your experience, you will play a pivotal role in the overall customer success strategy for our market-leading corporate Financial Wellness programs. 

• Strategy development 
• Manage the production of creative and deploy materials to internal and external partners; including traditional and digital content (fliers, mailers, web pages, CRM e-mail). 
• Lead cross-functional teams who will help you meet communication objectives: Client Success, Product and User Experience, Sales, and Technology. 
• Plan and execute the marketing strategy focused on product/service adoption and overall success of our existing customers. 
• Engagement management 
• Understand what activities increase customer retention and aligning with company priorities in ways that benefit our clients. Your goal is to add more value to existing customers through channels like email, social and content. 
• Innovation and insight 
• Drive our client’s engagement strategy by proactively identifying proven frameworks and specific solutions required to deliver against identified opportunities, consumer needs, and specific business and marketing goals. 
• Develop compelling marketing initiatives to drive usage among our clients’ employee bases. Includes:
  • Ideation, content development/copy writing, campaign design (partnering with Design team)
  • Execution (using Active Campaign)
  • Testing/QA, monitoring/optimizing, reporting (partnering with the Product team)
  • ‘Selling’ the concept to the client (partnering with Client Success).
• Advise on content gaps and opportunities based on client needs.
• Advise team on strategic considerations and best practices for building proactive, effective consumer messaging. 
• Present recommendations directly to Fortune 100 B2B clients (with Client Success team).
• Partner with Client Success team to prep for annual program strategy meetings, providing strategic guidance and thoughts on future campaigns and initiatives.

What you bring 

• Intrinsic motivation - you will OWN this focus area while working very closely with internal leadership 
• Proven track record of creating and executing marketing campaigns and programs that drive end-user engagement and advocacy in B2B environments (B2B experience required) 
• Critical thinking, and the ability to be strategic one minute, and a tactical problem solver the next. 
• Clear communications, you have the ability to garner trust and competence by explaining complex situations in a simple, step by step manner.
• Someone with experience getting your “hands dirty”– you know how to get stuff done and don’t hesitate to jump in and make it happen 
• Superior writing skills and ability to pitch in and write marketing copy as needed. 
• Experience implementing innovative and creative, automations within Active Campaign.
• Strong project management skills and proven experience driving process and timelines within budget. 
• Ability to work well with others in a fast-paced environment; a confident team player who is customer focused. 
• Adobe Creative Suite experience 
• Strong PowerPoint authoring and presenting skills.
• Required: writing/copy portfolio (creative/design portfolio is a plus) 
• Working knowledge of HTML and CSS is a major plus.

COMPENSATION AND BENEFITS

The total compensation for the Client Marketing Director position has a base salary of $130,000 with total compensation up to $178,100 potential after comprehensive quarterly and annual bonuses and profit share. 

• Competitive benefits package including employer paid medical, dental, vision, and life insurance
• HSA and FSA options
• 401(k) match with immediate vesting
• Employee discount programs
• Paid parental leave
• Flexible work environment
• Generous PTO and paid sick days
• Education stipend
• Best-in-class financial wellness coaching resources for employees, friends and family
• Remote work
• Additional opportunities exist to participate in the success of the business through cash and equity-based programs 

ABOUT FINANCIAL FINESSE

Financial Finesse is the leading independent provider of financial wellness coaching as an employer-sponsored benefit. We are located in El Segundo, CA, with remote employees across the country. Since our founding in 1999, we have been the pioneering leader in the workplace financial wellness industry, which has seen accelerating growth and innovation in recent years. As an employee-owned company that operates with an entrepreneurial spirit and a philanthropic heart, we love what we do and the people we work with. We’re proud to have been named to Inc. magazine’s Best Workplaces list in 2023 and 2024, and to have won eight FinTech and AI awards in 2024 alone.    

I’M INTERESTED, WHAT DO I DO NEXT?

Submit the following materials:

1.       A recent resume

2.       Writing samples, ideally focused on email marketing.

3.       If you have any experience with Active Campaign (experience not necessary, but an added plus), please include it in either your resume or a short cover letter.

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