Marketing Operations Specialist

About the role

Dozens of financial advisors across the country trust BGM to keep their marketing running. You'd be the person who makes sure it actually does. BGM's Presence service handles monthly email campaigns, direct mail, social media scheduling, and website updates for a portfolio of 30+ financial advisory clients. This role owns that entire operation. If you like systems, catch errors before anyone asks you to, and feel genuine satisfaction when a campaign goes out clean and on time, keep reading. This is an execution and coordination role, not a creative one.

Responsibilities

• Configure and launch monthly email sends across dozens of client accounts, each with its own list, timing, and compliance requirements.
• Coordinate with mail houses on direct mail pieces: submitting lists, reviewing proofs, tracking delivery.
• Manage social media scheduling and website updates in parallel with other tasks.
• Serve as the primary point of contact for every client in your portfolio, handling questions, problems, and change requests.
• Maintain contact lists, keep data clean, manage stamp inventory for direct mail, and ensure nothing falls through the cracks.
• Onboard new advisors from signed contract to first send.
• Perform final reviews of campaigns before client delivery.
• Generate quarterly performance reports for clients, including open rates, click rates, and unsubscribes.
• Flag at-risk accounts before they become problems.
• Build automation tools to reduce manual work, keep documentation current, and surface process gaps or compliance risks.

Requirements

Who You Are

• Manage clients and vendors proactively, not reactively.
• Build systems instead of doing things manually twice.
• Catch errors before the client does.
• Understand that accuracy is non-negotiable in financial services.
• Can hold 30+ client contexts in your head at any given time, know which ones need attention today, and act.

Required

• Hands-on experience with an email platform (Mailchimp, Constant Contact, ActiveCampaign, or similar), including building campaigns, managing lists, and resolving deliverability issues.
• Experience with social media scheduling tools (Hootsuite, Later, PromoRepublic, or similar).
• Strong attention to detail—errors in subject lines or compliance steps have real consequences.
• Ability to manage a high volume of recurring tasks across a large client portfolio without dropping any.
• Basic analytics literacy: can interpret open rates, click-through rates, and engagement numbers and discuss them with clients.
• Comfortable learning new SaaS platforms independently.
• Clear written communication skills, both with clients and internally.

Nice to Have

• Familiarity with financial services compliance.
• Experience with direct mail production workflows.

About the company

Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind Altitude, a CRM built specifically for the financial advisory world. We're a small, family-owned company based in South Jordan, Utah, with a distributed team that punches well above its weight. No corporate layers, no fluff, just a tight group of people who care about doing good work.

Benefits

• Salary: $42,000–$56,000 depending on experience
• Full health, dental, and vision benefits
• 401(k) with employer match
• Paid time off
• A small, fast-moving team where your work is visible and your contribution matters