Remote | Financial Services Sales & Client Marketing Specialist
We are sharing a specialised part-time consulting opportunity for professionals experienced in financial services sales, relationship management, client engagement, wealth management, asset management distribution, banking coverage, and regulated marketing workflows. This role supports current and upcoming remote consulting opportunities focused on structured financial services workflow review, client relationship materials, sales documentation, campaign planning, pipeline reporting, compliance-reviewed communications, and high-quality project execution. Selected professionals will apply their financial services sales or marketing expertise to review realistic client and campaign scenarios, evaluate documentation requirements, prepare structured written outputs, and support accurate, evidence-based financial services workflow tasks.
Key Responsibilities
Professionals in this role may contribute to:
Client Relationship & Sales Workflow Review
• Review financial services scenarios involving pitch decks, client briefs, relationship notes, segment plans, pipeline reviews, and client engagement materials
• Evaluate sales and relationship-management materials against source records, client needs, product context, business goals, and documented review criteria
• Support structured review of wealth management, private banking, commercial banking, treasury services, asset management distribution, RIA channel, or institutional sales workflows
• Identify missing information, client-fit issues, messaging gaps, and expected sales review outcomes
Campaign Planning & Regulated Marketing Support
• Review marketing scenarios involving campaign calendars, segment strategy, compliance-reviewed materials, client communications, channel plans, and product messaging
• Evaluate marketing materials against documented campaign goals, audience requirements, compliance expectations, and financial services communication standards
• Support structured review of retail banking, wealth management, asset management, insurance, and financial product marketing materials
• Prepare clear written explanations for campaign and communication decisions based on source materials and verifiable criteria
CRM, Reporting & Financial Services Workflow Documentation
• Review workflow scenarios involving Salesforce Financial Services Cloud, HubSpot, Marketo, Tableau, Power BI, pipeline reporting, client segmentation, and campaign performance materials
• Evaluate CRM records, pipeline summaries, segment plans, and reporting outputs against defined requirements and documented business logic
• Translate financial services sales and marketing workflows into clear task documentation, review criteria, and structured written outputs
• Maintain accuracy, consistency, and professional judgment across submitted work
Ideal Profile
Strong candidates may have:
• 3+ years of experience in financial services sales, relationship management, client coverage, private banking, wealth management, asset management distribution, commercial banking, treasury services, insurance sales, financial marketing, or related roles
• Experience in one or more areas such as wealth-management relationship management, private banking, corporate banking coverage, treasury-services sales, RIA channels, institutional sales, retail banking marketing, segment strategy, campaign management, or insurance marketing
• Familiarity with tools and systems such as Salesforce Financial Services Cloud, HubSpot, Marketo, Tableau, Power BI, CRM platforms, marketing automation tools, or similar financial services systems
• Comfort reading and preparing financial services artifacts such as pitch decks, client briefs, segment plans, campaign calendars, compliance-reviewed materials, pipeline reviews, and client communications
• Strong analytical thinking and written communication skills
• Ability to translate financial services sales and marketing workflows into clear, structured task documentation
Educational Background
• A degree or professional background in finance, business administration, marketing, economics, communications, sales, wealth management, banking, insurance, or a related field is helpful
• Equivalent practical experience in financial services sales, relationship management, client coverage, marketing, asset management distribution, or insurance marketing is also highly relevant
Nice to Have
• Experience at a bank, wealth manager, asset manager, insurer, RIA platform, brokerage, private bank, or financial services firm
• Familiarity with FINRA-reviewed communications, SEC marketing rules, compl
Key Responsibilities
Professionals in this role may contribute to:
Client Relationship & Sales Workflow Review
• Review financial services scenarios involving pitch decks, client briefs, relationship notes, segment plans, pipeline reviews, and client engagement materials
• Evaluate sales and relationship-management materials against source records, client needs, product context, business goals, and documented review criteria
• Support structured review of wealth management, private banking, commercial banking, treasury services, asset management distribution, RIA channel, or institutional sales workflows
• Identify missing information, client-fit issues, messaging gaps, and expected sales review outcomes
Campaign Planning & Regulated Marketing Support
• Review marketing scenarios involving campaign calendars, segment strategy, compliance-reviewed materials, client communications, channel plans, and product messaging
• Evaluate marketing materials against documented campaign goals, audience requirements, compliance expectations, and financial services communication standards
• Support structured review of retail banking, wealth management, asset management, insurance, and financial product marketing materials
• Prepare clear written explanations for campaign and communication decisions based on source materials and verifiable criteria
CRM, Reporting & Financial Services Workflow Documentation
• Review workflow scenarios involving Salesforce Financial Services Cloud, HubSpot, Marketo, Tableau, Power BI, pipeline reporting, client segmentation, and campaign performance materials
• Evaluate CRM records, pipeline summaries, segment plans, and reporting outputs against defined requirements and documented business logic
• Translate financial services sales and marketing workflows into clear task documentation, review criteria, and structured written outputs
• Maintain accuracy, consistency, and professional judgment across submitted work
Ideal Profile
Strong candidates may have:
• 3+ years of experience in financial services sales, relationship management, client coverage, private banking, wealth management, asset management distribution, commercial banking, treasury services, insurance sales, financial marketing, or related roles
• Experience in one or more areas such as wealth-management relationship management, private banking, corporate banking coverage, treasury-services sales, RIA channels, institutional sales, retail banking marketing, segment strategy, campaign management, or insurance marketing
• Familiarity with tools and systems such as Salesforce Financial Services Cloud, HubSpot, Marketo, Tableau, Power BI, CRM platforms, marketing automation tools, or similar financial services systems
• Comfort reading and preparing financial services artifacts such as pitch decks, client briefs, segment plans, campaign calendars, compliance-reviewed materials, pipeline reviews, and client communications
• Strong analytical thinking and written communication skills
• Ability to translate financial services sales and marketing workflows into clear, structured task documentation
Educational Background
• A degree or professional background in finance, business administration, marketing, economics, communications, sales, wealth management, banking, insurance, or a related field is helpful
• Equivalent practical experience in financial services sales, relationship management, client coverage, marketing, asset management distribution, or insurance marketing is also highly relevant
Nice to Have
• Experience at a bank, wealth manager, asset manager, insurer, RIA platform, brokerage, private bank, or financial services firm
• Familiarity with FINRA-reviewed communications, SEC marketing rules, compl