Jobs at Bill Good Marketing

Serve as the primary client-facing team member delivering white-glove service: manage inbound communications, own advisor calendars, prepare meeting materials, maintain CRM records, coordinate personalized client gifts, and plan client events while keeping office operations running smoothly.

Lead a small client service team for ~175 high-net-worth households, run weekly planning and client meetings, produce executive summaries, manage CRM and client tiers, ensure timely client communication, delegate action items, and develop client appreciation and light referral support initiatives.

Serve as primary support advisor alongside the president: attend client meetings, build and review financial plans in eMoney, provide second reviews, join the Investment Management Committee, support meeting prep and follow-ups, back up trade execution, and progressively manage client relationships.

Manage end-to-end execution of monthly email campaigns, direct mail coordination, social scheduling, and website updates for 30+ financial advisor clients. Serve as primary client contact, maintain data and inventory, generate quarterly performance reports, identify risks, and build automations and documentation to reduce manual work and ensure compliance.

Lead portfolio management, conduct investment research, build comprehensive financial plans (retirement, tax, estate, succession, insurance), support advisors on complex cases, manage client relationships, and produce client-facing market commentary and communications.

Manage day-to-day operations for a small wealth management firm: HR (onboarding, payroll, benefits, performance), vendor and office management, broker-dealer compliance coordination, supervise a small team, support business planning and marketing/event calendar, and improve processes and benefits to keep the practice running smoothly.