Department: Strategic Marketing and Communications
Reports to: Director, Client Success
Status: Full-Time, Exempt
Location: Onsite - Overland Park, KS
Elevate Your Career at CreativeOne!
Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we
blend collaboration, innovation, and excellence to forge a path in the financial services industry. We
pride ourselves on being a nationally recognized leader, devoted to empowering independent financial
advisors with superior services.
We’re Building a Better Financial Future, Together
We take immense pride in our work and are in search of like-minded individuals who are eager to make
a significant impact. If you’re ready to be a part of a team that’s shaping the future of financial services,
we’d love to hear from you.
Position Summary:
The Account Manager for Marketing is a strategic partner and relationship leader for CreativeOne’s advisor
clients. In this role, you will lead marketing strategy development, guide clients through customized marketing
plans, and collaborate with internal teams to execute multi-channel initiatives that drive measurable results.
You’ll serve as the primary point of contact—trusted advisor, project manager, strategic thinker, and problem-
solver—ensuring every marketing initiative is aligned with client goals and executed with excellence. This role
requires strong communication, marketing insight, organization, and a proactive, partnership-focused mindset.
Duties and Responsibilities include, but are not limited to:
- Build and maintain strong advisor relationships by serving as the strategic marketing partner and
primary point of contact.
- Lead strategic planning with clients, including developing annual and quarterly marketing plans aligned
to their business goals.
- Hold clients accountable to milestones, deliverables, and the execution of agreed-upon plans.
- Coordinate and oversee digital marketing initiatives including: online lead generation campaigns, social
media strategy, email nurture sequences, content marketing, video, SEO, and website development.
- Oversee traditional marketing initiatives including branding, logo development, identity packages, direct
mail, radio, TV, brochures, and print materials.
- Partner with the internal marketing team (creative, digital, programs) to ensure seamless project
execution.
- Provide insights and reporting on campaign performance, optimize plans, and guide next steps.
