Marketing Account Manager
Locations: 100% REMOTE
Reports to VP of Marketing
About the Company
We're a fast-growing fintech that embeds digital investing directly inside the online and mobile banking apps of credit unions and community banks. We partner with these institutions so their members can invest without ever leaving the banking experience they already trust. We move at fintech speed while respecting the regulated world our partners operate in.
About the Role
You'll be the marketing account manager for a portfolio of credit union and bank partners, owning the relationship and driving how they market our product to their members. Think senior agency account manager, except your clients are financial institutions and your job is to get them marketing effectively and to keep dialing in the strategy alongside them. You'll manage several partners at once, each with its own audience and pace, and work closely with our internal content, design, and compliance teams.
What You'll Do
• Own a portfolio of credit union and bank partners as their primary marketing point of contact
• Get partners actively marketing the product to their members, then optimize what's working
• Guide partners through multi-channel campaign planning, execution, and measurement
• Advise on segmentation and targeting so campaigns reach the members most likely to convert
• Turn partner feedback and campaign data into fresh ideas and clear recommendations
• Juggle competing priorities across multiple partners without losing quality or speed
• Brief and collaborate with internal content and design to build campaign assets
• Work with compliance to keep every partner-facing campaign within regulatory lines
• Track and report adoption metrics, and feed what's working back into shared playbooks and toolkits
What We're Looking For
• 5+ yrs in account management, client services, product marketing, or marketing strategy. Agency background strongly preferred.
• Proven track record managing multiple client relationships at once, each with distinct goals
• B2B2C or affinity/partner marketing experience
• Strong consultative communicator who listens, asks the right questions, and turns insight into action
• Cool under pressure, adapts style across different partner personalities
• Working fluency with BI or data tools (Looker, Tableau, Excel/Sheets)
• Excellent written and verbal communication
Nice to Have
• Experience with or within banks, credit unions, or another regulated industry
• Familiarity with financial-services marketing compliance
• Hands-on with CRM / marketing automation (HubSpot, Salesforce Marketing Cloud, Marketo)
• Fintech, embedded finance, or B2B2C background
Why Join
Ground-floor equity in a fast-growing fintech with real traction, including some of the largest credit unions in the country. Fully remote, flexible, and a clear path to grow as the company scales. You'll own a function that's still being built.
This role may involve services for a Client-registered broker-dealer and may be considered an Associated Person under Client rules, which can include background checks, employment verification, and certain disclosures.