Director of Client Services – Financial Advisor Marketing Agency

Are you an experienced client services leader ready to elevate the client experience while driving agency growth and efficiency?

A marketing agency specializing in financial advisor marketing seeks a Director of Client Services to oversee service delivery, foster client trust, and lead a talented team.

Location

Remote. Quarterly travel to meet with leadership will be required.

Hours and Job Type

Flexible schedule. 30+ hours per week

Key Responsibilities

• Client Services Oversight
  • Oversee delivery of all of our services and service team.
  • Ensure client satisfaction by overseeing the quality and timeliness of service delivery, including ad campaigns, funnels, marketing strategies, and creative outputs.
  • Ensure profitability of the services we provide.
  • Act as the primary point of contact for high-value clients, addressing escalations and maintaining strong relationships.
  • Develop and refine processes to improve client onboarding, project management, and ongoing communication.
  • Keep track of team workload, performance, and assignments.
• Collaboration with CEO
  • Work directly with the CEO to set client service goals aligned with agency revenue and profitability targets.
  • Strategize on improved and new services for our clients to stay a leader in the industry.
  • Create case studies based on successful clients to assist marketing and sales with new client acquisition.
  • Provide data-driven insights on client performance to inform strategic decisions.
  • Provide data-driven insights on team performance to inform strategic decisions.
  • Make strategic hiring decisions for the client services departments.
• Team Development and Leadership
  • Lead and manage the client services team, including account managers, strategists, and support staff.
  • Foster a culture of accountability, continuous learning, and high performance within the team.
  • Conduct performance reviews and set individual goals.
  • Elevate team members through mentorship and coaching.
  • Train new team members on our processes and services.
• Operational Efficiency to Maximize Profit
  • Develop and implement streamlined workflows for project management, resource allocation, and client communication.
  • Monitor resource utilization and profitability metrics to ensure projects meet financial targets.
  • Oversee hiring, onboarding, and training of team members in collaboration with HR and the CEO.
• Industry Thought Leadership
  • Stay informed on marketing industry trends, tools, and best practices to position the agency as a leader in marketing and client service excellence.
  • Stay informed on wealth management industry trends, tools, and best practices to position the agency as a leader in the wealth management industry.
  • Represent the agency at industry events, webinars, or conferences to build credibility and network with potential clients.
• Client Retention and Growth
  • Identify upselling and cross-selling opportunities within the existing client base.
  • Develop retention strategies and processes to increase client lifetime value and reduce churn.
  • Monitor key metrics like Net Promoter Score (NPS), client retention rates, and revenue growth from existing clients.
• Crisis Management
  • Proactively identify potential risks or issues with client projects and develop mitigation strategies.
  • Act as the key decision-maker during client-related crises to resolve issues efficiently and maintain trust.

Key Attributes

• 5-10 years of experience in marketing agencies, client services, or account management roles.
• Strong leadership and interpersonal skills to inspire teams and build client trust.
• Ability to mentor and train team members, fostering skill development and knowledge-sharing across the team.
• Proven leadership ability with direct experience managing teams and driving revenue growth.
• Proven track record in client services or account management, specifically in a marketing or advertising agency.
• Experience in wealth management and/or financial services is highly preferred.
• Financial acumen to understand service profitability and make informed resource allocation decisions.
• Analytical mindset with the ability to interpret data and metrics to inform decision-making.
• Excellent communication skills for client-facing interactions and team management.
• Strong understanding of performance marketing, sales funnels, and client lifecycle management.

Technical Expertise and Skills

The ideal candidate will bring hands-on experience and a strong understanding of the following areas:

• Advertising: Facebook Ads, Google Ads, LinkedIn Ads – including campaign setup, optimization, and analytics.
• Marketing Funnels: Proven experience designing, building, and optimizing sales and marketing funnels.
• Content and Copywriting: Expertise in crafting compelling sales copy, content marketing strategies, and messaging tailored to target audiences.
• Email Marketing: Proficiency with email marketing platforms, automation, and list segmentation.
• Social Media Marketing: Strategic knowledge of organic and paid social media campaigns across platforms.
• Analytics: Ability to interpret data from tools like Google Analytics, Facebook Ads Manager, and other reporting dashboards to drive decisions.
• Websites: Familiarity with website functionality, design best practices, and user experience as it pertains to marketing efforts.
• Webinars: Experience planning, promoting, and executing webinars as part of a lead generation and marketing strategy.
• Strategic Thinking: Experience crafting and implementing marketing strategies to meet client objectives.
• CRMs and Project Management Tools: Proficiency with tools like HubSpot, ClickUp, or similar platforms to manage workflows and communication.
• Industry Knowledge: Experience or familiarity with marketing for financial advisors or the wealth management industry is highly preferred.

Compensation Package

Base Pay

Starting pay range is $40 – $55/hr, with room for quick advancement based on performance.

Performance Bonuses and Profit Sharing Plan

Eligible for performance bonuses and participation in the profit-sharing plan after an agreed upon initial vetting period. Bonuses are tied to client satisfaction, team performance, and/or financial growth metrics.

Why Join This Agency?

We are a fast-growing marketing agency focused on the wealth management industry, committed to delivering exceptional results for our clients. Join us to help shape the future of our services while leading a team that thrives on accountability, innovation, and collaboration.