Marketing Account Manager
DMI, Hingham, MA, United States
Overview
This is a fully remote, virtual role—built for a professional who can operate independently, communicate clearly, and keep projects moving without needing to be in the room. DMI is seeking an Account Manager to lead the coordination and execution of marketing across the organization.
With over 35 years of experience in the financial services industry, DMI has built a reputation for delivering high-touch, results-driven marketing and sales support to financial professionals across the country. Our team operates at the intersection of strategy, execution, and real-world advisor needs.
Role Focus This Role Manages Marketing Across Two Key Areas
Marketing Support (external, advisor-facing campaigns)
Corporate Marketing (internal, B2B initiatives for DMI and RIA Fiduciary Solutions)
This is not a design, content, or technical execution role. This is a project ownership and coordination role focused on intake, prioritization, and delivery. Your role is to keep marketing organized, moving, and delivered—without bottlenecks.
Core Responsibilities Marketing Intake & Work Management
Serve as the central intake point for all marketing requests (external and internal)
Translate requests into clear scope, deliverables, and timelines
Build and manage a centralized marketing queue using Teamwork
Client & Stakeholder Management
Act as primary point of contact for marketing support clients
Meet clients virtually for marketing overview, ideas, updates and relationship building
Work directly with internal stakeholders (CEO, VP of Sales, VP of Marketing, Content Strategist)
Manage expectations, communication, and timelines across all projects
Campaign & Project Management
Oversee execution of marketing initiatives across email campaigns, webinars, landing pages, and social/digital initiatives
Build timelines, track progress, and ensure on-time delivery
Maintain visibility into all active workstreams
Internal Coordination
Coordinate Across Content Strategist (messaging), Technical Marketing Operator (systems, automation, reporting), and Design Bench (creative production)
You are responsible for flow—not execution.
Corporate vs Marketing Support Awareness
Marketing Support (External / B2C): Advisor campaigns, lead generation, events
Corporate (Internal / B2B): Recruiting, thought leadership, brand initiatives
Success requires balancing both effectively.
Execution Oversight
Review work prior to launch for accuracy and alignment
Identify issues early and resolve proactively
Maintain consistency across deliverables
Operational Accountability
Track marketing activity, timelines, and workload
Ensure efficient use of team resources
Maintain clear visibility across all projects
What This Role Is Not This role does NOT include:
Graphic design
Copywriting or content creation
Technical execution (email builds, CRM workflows)
This role owns coordination, prioritization, and delivery.
Requirements Qualifications
4–8+ years in marketing, account management, or project management
Experience managing multiple clients or stakeholders simultaneously
Strong understanding of marketing workflows and campaign execution
Excellent communication, organization, and time management skills
Experience with CRM and project management tools (Salesforce, GoHighLevel, Teamwork preferred)
Financial services or B2B experience is a plus
What We Value DMI is a goal-oriented but enjoyable place to work, where teamwork drives results, transparency is expected, and ideas are encouraged and heard. We believe strong outcomes come from clear communication, mutual respect, and a team that enjoys building together.
Success Metrics
Campaigns delivered on time (90%+ target)
Clear visibility into all marketing work
Strong client and stakeholder satisfaction
Reduced internal bottlenecks
Compensation Base salary: 70,000 – 85,000, based on experience and fit.
Final Positioning This role sits at the center of how marketing operates at DMI. You are not responsible for creating the work; you are responsible for ensuring the work gets done—correctly, efficiently, and on time. If you thrive on organizing complexity and driving execution across multiple stakeholders, this role is built for you.
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With over 35 years of experience in the financial services industry, DMI has built a reputation for delivering high-touch, results-driven marketing and sales support to financial professionals across the country. Our team operates at the intersection of strategy, execution, and real-world advisor needs.
Role Focus This Role Manages Marketing Across Two Key Areas
Marketing Support (external, advisor-facing campaigns)
Corporate Marketing (internal, B2B initiatives for DMI and RIA Fiduciary Solutions)
This is not a design, content, or technical execution role. This is a project ownership and coordination role focused on intake, prioritization, and delivery. Your role is to keep marketing organized, moving, and delivered—without bottlenecks.
Core Responsibilities Marketing Intake & Work Management
Serve as the central intake point for all marketing requests (external and internal)
Translate requests into clear scope, deliverables, and timelines
Build and manage a centralized marketing queue using Teamwork
Client & Stakeholder Management
Act as primary point of contact for marketing support clients
Meet clients virtually for marketing overview, ideas, updates and relationship building
Work directly with internal stakeholders (CEO, VP of Sales, VP of Marketing, Content Strategist)
Manage expectations, communication, and timelines across all projects
Campaign & Project Management
Oversee execution of marketing initiatives across email campaigns, webinars, landing pages, and social/digital initiatives
Build timelines, track progress, and ensure on-time delivery
Maintain visibility into all active workstreams
Internal Coordination
Coordinate Across Content Strategist (messaging), Technical Marketing Operator (systems, automation, reporting), and Design Bench (creative production)
You are responsible for flow—not execution.
Corporate vs Marketing Support Awareness
Marketing Support (External / B2C): Advisor campaigns, lead generation, events
Corporate (Internal / B2B): Recruiting, thought leadership, brand initiatives
Success requires balancing both effectively.
Execution Oversight
Review work prior to launch for accuracy and alignment
Identify issues early and resolve proactively
Maintain consistency across deliverables
Operational Accountability
Track marketing activity, timelines, and workload
Ensure efficient use of team resources
Maintain clear visibility across all projects
What This Role Is Not This role does NOT include:
Graphic design
Copywriting or content creation
Technical execution (email builds, CRM workflows)
This role owns coordination, prioritization, and delivery.
Requirements Qualifications
4–8+ years in marketing, account management, or project management
Experience managing multiple clients or stakeholders simultaneously
Strong understanding of marketing workflows and campaign execution
Excellent communication, organization, and time management skills
Experience with CRM and project management tools (Salesforce, GoHighLevel, Teamwork preferred)
Financial services or B2B experience is a plus
What We Value DMI is a goal-oriented but enjoyable place to work, where teamwork drives results, transparency is expected, and ideas are encouraged and heard. We believe strong outcomes come from clear communication, mutual respect, and a team that enjoys building together.
Success Metrics
Campaigns delivered on time (90%+ target)
Clear visibility into all marketing work
Strong client and stakeholder satisfaction
Reduced internal bottlenecks
Compensation Base salary: 70,000 – 85,000, based on experience and fit.
Final Positioning This role sits at the center of how marketing operates at DMI. You are not responsible for creating the work; you are responsible for ensuring the work gets done—correctly, efficiently, and on time. If you thrive on organizing complexity and driving execution across multiple stakeholders, this role is built for you.
#J-18808-Ljbffr