Position Description

Digital Marketing Director
Location National
Job Code 82
# of openings 0
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At Financial Finesse, we change financial lives at scale by providing 100% unbiased financial wellness coaching as an employee benefit.

Financial Finesse is looking for a Digital Marketing Director who is an expert at driving engagement among end users (in our case, these are our clients’ employees). We work with some of the world’s best-known companies (from CVS Health to Nestlé to the NFL Players Association) and their employees are our number one priority – and that’s where you come in! With a heavy focus on digital and email marketing, you will develop messaging, campaigns and automations that pull new users in and encourage engagement with existing users. The ideal candidate will have: the ability to build and drive robust marketing plans across multiple platforms; a passion for innovation and digital trends; a secret (or professed) love for testing and analytics; and a mission-based heart to change the world. Experience or special interest in the financial wellness industry is a plus!

You’ll report to the Director of Marketing and work closely with the Client Success, Consulting, Product, Tech and Design teams. The Digital Marketing Director position is based remotely, with some meetings required in our headquarter office in El Segundo, CA.


Supporting client marketing programs

  • Develop compelling marketing initiatives to drive usage among our clients’ employee bases. Includes ideation, content development/copy writing, partnering with Design team, campaign design/execution, testing/QA, monitoring/optimizing, reporting, etc.
  • Present recommendations directly to Fortune 100 B2B clients (with Client Success team).
  • Partner with Client Success team to prep for annual program strategy meetings, providing strategic guidance and thoughts on future campaigns and initiatives.

Managing end user engagement programs

  • Create and maintain compelling email campaigns and automations.
  • Write clear, concise and welcoming copy intended to inspire action. Partner with Design team to bring to life visually.
  • Manage distribution lists within Active Campaign and Twilio.
  • Manage editing and quality assurance process to ensure flawless execution.
  • Monitor deliverability and account reputation in-line with CAN-SPAM & GDPR regulations.

Analysis & Reporting

  • Work with the Product Manager to iterate and improve.
  • Design and implement tests that support key hypotheses and deliver measurable and impactful takeaways for business growth.
  • Pull reporting, analyze, and provide insightful program recommendations.


  • 5+ years of content and email marketing experience.
  • 3+ years in a client-facing role, B2B preferred. Excellent internal, client-facing, and presentation skills.
  • Expert knowledge of email best practices, including CRM.
  • Experience with email strategy, optimization, personalization, and deliverability.
  • Experience building business requirements for list segmentation, workflows, and triggered events within an ESP (ideally Active Campaign).
  • Understanding of A/B and multivariate testing methodologies.
  • Strong analytic skills, including experience with quantitative test design, customer segmentation, tracking results, and interpreting key insights.
  • Experience with web analytics (Google Analytics, Omniture or similar).
  • Experience with ESPs. Active Campaign and Mail Chimp are a plus.
  • Experience with Adobe Creative Suite (i.e. Adobe InDesign).
  • Strong presenting skills (including PowerPoint skills).
  • Working knowledge of HTML and CSS is a major plus.


The total compensation for the Digital Marketing Manager position ranges from $100,000 to $136,000, including a $100,000 base salary and a comprehensive quarterly and annual bonus program

  • Competitive benefits package including employer paid medical, dental, vision, and life insurance
  • HSA and FSA options
  • 401(k) match with immediate vesting
  • Employee discount programs
  • Paid parental leave
  • Flexible work environment
  • Generous PTO and paid sick days
  • Education stipend
  • Best-in-class financial wellness coaching resources for employees, friends and family
  • Remote work
  • Additional opportunities exist to participate in the success of the business through cash and equity-based programs 


Financial Finesse is a boutique firm located in El Segundo, CA. Since our founding in 1999, we have been the pioneering leader in the workplace financial wellness industry, which has recently reached an inflection point of growth. As an employee-owned company that operates with an entrepreneurial spirit and a philanthropic heart, we love what we do and the people we work with. We’ve been around for 20 +years, and we’re honored to have been recognized by the Los Angeles Business Journal as a ‘Best Place to Work,’ by Entreprenuer.com as a ‘Top Company Culture,’ and by Best in Biz as ‘Most Innovative Small Company of the Year.'


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