Marketing Project Manager

About: Our client is a full-service boutique marketing agency serving a select group of wealth management firms. They transform marketing platforms for independent financial advisors, propelling them into their next era of expansion. The firm is a fully-integrated, digital-first marketing agency fluent in design, content marketing, and brand positioning. The Opportunity This role is fully remote, with a preference for Pacific, Mountain or Central Time Zones only. The Project Manager / Account Manager is the day-to-day connection between the agency and their financial advisory clients. This role owns the client inbox, turning incoming requests into clear, scoped tasks and working with the company’s internal team of strategists, writers, designers, and specialist partners to deliver them on time and on brand.

RESPONSIBILITIES

Client Communication Monitor and respond to client emails promptly, professionally, and in the Company’s, voice Acknowledge every client request, confirm scope and timing, and set clear expectations Provide regular status updates so clients always know where their projects stand Escalate sensitive issues, scope changes, or strategic questions to senior team members Project Coordination Translate client requests into clear, actionable tasks with owners and due dates Work closely with fellow project managers to triage, prioritize, and distribute inbound requests so workloads stay balanced and nothing falls through the cracks Coordinate with XNW's internal team (strategy, content, design, web, and digital campaigns) to move work from request to delivery Track deadlines and deliverables across multiple client accounts, flagging risks early Route drafts and deliverables through internal review and client approval Keep project management systems, files, and client records organized and up to date Account Support Support client onboarding by gathering materials, access, and background information Prepare agendas, take notes, and follow up on action items from client meetings Provide troubleshooting and other client support over email, phone, and video conferencing

TECHNICAL SKILLS

Skills Strong written and verbal communication with a polished, client-ready tone; exceptional organization and attention to detail; ability to juggle multiple projects and deadlines; sound judgment about when to answer and when to elevate Technology Google Workspace (Gmail, Drive, Docs, Sheets), Slack, project management tools (preferably Asana), Zoom and Google Meet; familiarity with HubSpot and/or digital advertising platforms is a plus Required Education and Experience BA degree in a relevant field (Marketing, Communications, Business, or related) 2–3 years of experience in project coordination, account coordination, client service, or a related role within an Agency or in a Marketing Dept. of Financial Firm Exposure to Financial Services industry, in marketing or client service Highly organized self-starter comfortable working remotely and managing their own workload Basic understanding of digital marketing (websites, SEO, email, social, paid ads) Comfort using AI tools to draft, summarize, and stay organized Project management coursework or certification (e.g., CAPM, Google Project Management Certificate) a plus #J-18808-Ljbffr Six Degrees