Account Manager, Client Success

Department: Strategic Marketing and Communications

Reports to: Director, Client Success

Location: Overland Park, KS (Onsite role)

Type: Full-Time, Exempt

Elevate Your Career at Creative One!

Looking for a dynamic and rewarding career in financial services? Join us at Creative One, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on being a nationally recognized leader, devoted to empowering independent financial advisors with superior services.

We’re Building a Better Financial Future, Together

We take immense pride in our work and are in search of like-minded individuals who are eager to make a significant impact. If you’re ready to be a part of a team that’s shaping the future of financial services, we’d love to hear from you.

The Account Manager, Client Success is a strategic partner and relationship leader for Creative One’s advisor clients. In this role, you will lead marketing strategy development, guide clients through customized marketing plans, and collaborate with internal teams to execute multi-channel initiatives that drive measurable results.

You’ll serve as the primary point of contact—trusted advisor, project manager, strategic thinker, and problem-solver—ensuring every marketing initiative is aligned with client goals and executed with excellence. This role requires strong communication, marketing insight, organization, and a proactive, partnership-focused mindset.

• Build and maintain strong advisor relationships by serving as the strategic marketing partner and primary point of contact.
• Lead strategic planning with clients, including developing annual and quarterly marketing plans aligned to their business goals.
• Hold clients accountable to milestones, deliverables, and the execution of agreed-upon plans.
• Coordinate and oversee digital marketing initiatives including: online lead generation campaigns, social media strategy, email nurture sequences, content marketing, video, SEO, and website development.
• Oversee traditional marketing initiatives including branding, logo development, identity packages, direct mail, radio, TV, brochures, and print materials.
• Partner with the internal marketing team (creative, digital, programs) to ensure seamless project execution.
• Provide insights and reporting on campaign performance, optimize plans, and guide next steps.
• Manage internal workflow using Asana and maintain accurate project documentation.
• Partner with compliance and legal teams to submit marketing materials and implement feedback.
• Prepare weekly status updates for clients and internal stakeholders.
• Coordinate outsourced print and media projects when needed.
• Support a positive, collaborative relationship between Client Success, Sales, and Marketing.

• Strong strategic thinking with the ability to translate client goals into clear marketing plans.
• Exceptional relationship‑building skills with a client‑first mindset.
• Strong understanding of digital marketing tactics, best practices, and performance metrics.
• Excellent communication skills—verbal, written, and presentation.
• High level of organization, with the ability to manage multiple priorities in a fast‑paced environment.
• Problem‑solving mindset; able to proactively identify challenges and create solutions.
• Ability to collaborate effectively across creative, digital, and program teams.
• Comfortable leading conversations, setting expectations, and guiding clients through the marketing process.

• Bachelor’s degree in marketing, communications, business, or equivalent experience.
• 4+ years of professional marketing experience, including account management or client‑facing roles.
• Experience developing and executing integrated marketing plans.
• Experience working closely with creative, digital, and cross‑functional teams.
• Familiarity with financial services (bonus but not required).
• Proficiency in Microsoft Office Suite.

Creative One is an industry‑leading marketing and consulting firm that helps independent financial advisors grow their businesses. We combine deep financial…