Director of Client Services – Financial Advisor Marketing Agency

STRM Recruiting • Portland, OR

5d • $40 - $55 • Remote

About The Position

A fast-growing marketing agency specializing in financial advisor and wealth management marketing is seeking a Director of Client Services to oversee service delivery, build client trust, and lead the client services team. This role is responsible for service quality, client satisfaction, team performance, operational efficiency, and service profitability. The Director will work directly with the CEO to align client services with agency revenue and profitability goals, improve existing services, and develop new offerings.

The position is remote, with quarterly travel to meet with leadership. The schedule is flexible and requires 30 or more hours per week. Compensation starts at $40–$55 per hour, with room for advancement based on performance. After an agreed-upon initial vetting period, the role is eligible for performance bonuses and participation in a profit-sharing plan.

Requirements

• 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 and foster skill development and knowledge-sharing.
• Proven leadership experience managing teams and driving revenue growth.
• Proven track record in client services or account management, specifically in a marketing or advertising agency.
• Financial acumen to understand service profitability and make informed resource-allocation decisions.
• Analytical 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.
• Hands-on experience with Facebook Ads, Google Ads, and LinkedIn Ads, including campaign setup, optimization, and analytics.
• Experience designing, building, and optimizing sales and marketing funnels.
• Expertise in sales copy, content marketing strategies, and audience-specific messaging.
• Proficiency with email marketing platforms, automation, and list segmentation.
• Strategic knowledge of organic and paid social media campaigns.
• Ability to interpret data using Google Analytics, Facebook Ads Manager, and other reporting dashboards.
• Familiarity with website functionality, design best practices, and user experience as they relate to marketing.
• Experience planning, promoting, and executing webinars for lead generation and marketing.
• Experience crafting and implementing marketing strategies to meet client objectives.
• Proficiency with CRMs and project management tools such as HubSpot, ClickUp, or similar platforms.

Nice To Haves

• Experience in wealth management and/or financial services is highly preferred.
• Experience or familiarity with marketing for financial advisors or the wealth management industry is highly preferred.

Responsibilities

• Oversee delivery of the agency’s services and the service team, ensuring client satisfaction and the quality and timeliness of campaigns, funnels, marketing strategies, and creative work.
• Ensure service profitability and monitor resource utilization and profitability metrics so projects meet financial targets.
• Serve as the primary contact for high-value clients, address escalations, and maintain strong client relationships.
• Develop and refine processes for client onboarding, project management, resource allocation, and ongoing client communication.
• Track team workload, performance, and assignments.
• Work with the CEO to set client service goals aligned with agency revenue and profitability targets.
• Develop improved and new services to keep the agency competitive.
• Create client case studies to support marketing and sales efforts.
• Provide data-driven insights on client and team performance to inform strategic decisions.
• Make strategic hiring decisions for the client services departments.
• Lead and manage account managers, strategists, and support staff; foster accountability, continuous learning, and high performance.
• Conduct performance reviews, set individual goals, and mentor and coach team members.
• Train new team members on agency processes and services; oversee hiring, onboarding, and training in collaboration with HR and the CEO.
• Stay informed about marketing and wealth management industry trends, tools, and best practices.
• Represent the agency at industry events, webinars, or conferences to build credibility and network with potential clients.
• Identify upselling and cross-selling opportunities and develop retention strategies to increase client lifetime value and reduce churn.
• Monitor Net Promoter Score, client retention rates, and revenue growth from existing clients.
• Proactively identify 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 client trust.

Benefits

• Performance bonuses tied to client satisfaction, team performance, and/or financial growth metrics, subject to an agreed-upon initial vetting period.
• Participation in a profit-sharing plan after an agreed-upon initial vetting period.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed