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Jobs at Bill Good Marketing (Now Hiring) — 8 open

Bill Good Marketing logoBill Good Marketing

Marketing Operations Specialist

South Jordan, Utah, United States · On-site

$42k–$56k/yr

Mid level

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 …

Skills: Email Marketing, Social Media Scheduling, Client Management, Direct Mail Coordination, Data Cleaning

Bill Good Marketing logoBill Good Marketing

Senior Wealth Stategist

New Orleans, Louisiana, United States · On-site

$95k–$148k/yr

Senior

If your ideal job is split between chasing new clients and doing the work you actually care about, this probably isn't it. But if you want to go deep on financial planning and investment strategy for a firm with a strong…

Skills: Portfolio Management, Financial Planning, Investment Strategy, Excel, Financial Modeling

Bill Good Marketing logoBill Good Marketing

Office Manager/Business Manager

Atlanta, Georgia, United States · On-site

$90k–$105k/yr

Mid level

Your next role should be one where you actually run things. finoBlue Planning Group is a growing wealth management firm in Atlanta advising on approximately $380 million in assets for clients who trust us with their fina…

Skills: Office Management, Human Resources, Payroll Administration, Compliance Coordination, Vendor Management

Bill Good Marketing logoBill Good Marketing

Client Experience Associate

Atlanta, Georgia, United States · On-site

$45k–$54k/yr

Mid level

Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the center of it. Think Ritz-Carlton…

Skills: Client Relationship Management, Calendar Management, Event Planning, Luxury Hospitality, CRM Management

Bill Good Marketing logoBill Good Marketing

Director of Wealth Services

Richmond, Virginia, United States · On-site

$80k–$98k/yr

Senior

Overview You've probably tried the other side of this industry. The prospecting, the cold calls, the pressure to eat what you kill. And somewhere along the way, you realized that what you actually love is the client rela…

Skills: Client Relationship Management, Wealth Management Operations, Team Leadership, Executive Summaries, CRM Management

Bill Good Marketing logoBill Good Marketing

Financial Advisor

Wilmington, Delaware, United States · Hybrid

$96k–$110k/yr

Senior

You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You don't want to spend y…

Skills: Financial Planning, Client Relationship Management, Portfolio Management, eMoney, Trade Execution

Bill Good Marketing logoBill Good Marketing

Client Service Associate

State College, Pennsylvania, United States · On-site

$50k–$65k/yr

Mid level

Client Service Associate Full-Time | In-Person | State College, PA Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, a…

Skills: Client Service, Administrative Support, Financial Documentation, Calendar Management, Office Operations

Bill Good Marketing logoBill Good Marketing

Client Service Associate

Prairie Village, Kansas, United States · On-site

$70k–$90k/yr

Senior+

If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high-net-worth wealth mana…

Skills: Client Service, Financial Services Operations, Workflow Documentation, Account Processing, High-Net-Worth Client Management

Bill Good Marketing logo

Marketing Operations Specialist

Bill Good Marketing

South Jordan, Utah, United States • On-site

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Mid level

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  • $42k–$56k/yr
  • Full-time
  • Health Insurance, Dental Insurance, Vision Insurance, 401(k) With Employer Match, Paid Time Off
  • Posted 2d ago
  • ~40 hrs/week

Responsibilities

The role involves managing the end-to-end execution of monthly email, social media, and direct mail campaigns for a portfolio of 30+ financial advisory clients. Key duties include maintaining contact lists, generating performance reports, and building automation tools to improve operational efficiency.

Requirements

Candidates must have hands-on experience with email platforms and social media scheduling tools, along with basic analytics literacy. Strong attention to detail and the ability to manage a high volume of recurring tasks in a compliance-heavy environment are essential.

Full job description

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.

What You'll Actually Do

Most of your week lives in campaigns. You're configuring and launching monthly email sends across dozens of client accounts, each with its own list, timing, and compliance requirements. At the same time, you're coordinating with mail houses on direct mail pieces: submitting lists, reviewing proofs, tracking delivery. Social scheduling and website updates run in parallel. Nothing waits for you to finish something else first.

You're also the primary point of contact for every client in your portfolio. Questions, problems, change requests: they come to you. You maintain contact lists, keep data clean, manage stamp inventory for direct mail, and make sure nothing falls through.

When new advisors come on board, you set them up from signed contract to first send. When campaigns are ready to go, you're the last set of eyes before the client sees them.

You also generate quarterly performance reports for clients: open rates, click rates, unsubscribes. You flag accounts that look at risk before they become problems.

And when you find yourself doing the same thing twice, you fix it. You build automation tools to reduce manual work, keep documentation current, and surface process gaps or compliance risks before they turn into something bigger.

Who We Are

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.

Who You Are

You manage clients and vendors proactively, not reactively. You build systems instead of doing things manually twice. You catch errors before the client does. In financial services, accuracy isn't optional, and you already know that.

Most importantly, you can hold 30+ client contexts in your head at any given time, know which ones need attention today, and move.

Required

  • Hands-on experience with an email platform (Mailchimp, Constant Contact, ActiveCampaign, or similar). That means you've actually built campaigns, managed lists, and worked through deliverability issues yourself.
  • Experience with social media scheduling tools (Hootsuite, Later, PromoRepublic, or similar).
  • Strong attention to detail. A wrong subject line or missed compliance step has real consequences here.
  • Ability to hold a high volume of recurring tasks across a large client portfolio without dropping any of them.
  • Basic analytics literacy: you can read open rates, click-through rates, and engagement numbers and have an informed conversation with a client about what they mean.
  • Comfortable picking up new SaaS platforms without needing someone to walk you through every step.
  • Clear writer, with clients and internally.

Nice to Have

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

What You Get

  • 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 actually matters

Related keywords

MailchimpConstant ContactActiveCampaignHootsuiteLaterPromoRepublicCRMAltitudeFinancial ServicesComplianceDirect MailEmail CampaignsOpen RatesClick-Through RatesSaaSMarketing Operations

About Bill Good Marketing

LinkedInVisit site

We help advisors systematically grow their practice while reducing the complexity of practice management.

Industry
Advertising Services
Company size
11-50 employees
Founded
1977
Headquarters
South Jordan, Utah
LinkedIn followers
3,574

Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base. If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals. And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice. Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed. We'd love to see you do it too. The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel. The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.

Offices: 10610 S Jordan Gateway, 220 3rd Floor, South Jordan, Utah 84095, US

Marketingbusiness managementFinancial ServicesCRMMarketing ServicesMarketing SystemsMarketing AutomationAdvsior TrainingGrowth StrategyReferral Marketing
View all jobs at Bill Good Marketing

About Bill Good Marketing

LinkedInVisit site

We help advisors systematically grow their practice while reducing the complexity of practice management.

Industry
Advertising Services
Company size
11-50 employees
Founded
1977
Headquarters
South Jordan, Utah
LinkedIn followers
3,574

Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base. If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals. And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice. Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed. We'd love to see you do it too. The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel. The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.

Offices: 10610 S Jordan Gateway, 220 3rd Floor, South Jordan, Utah 84095, US

Marketingbusiness managementFinancial ServicesCRMMarketing ServicesMarketing SystemsMarketing AutomationAdvsior TrainingGrowth StrategyReferral Marketing
View all jobs at Bill Good Marketing

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