Program Director - Financial Industry

Position: Program Director - Financial Industry 

Reports To: Director of Client Services

Hours: Monday - Friday, 8:30 am - 5:00 pm

Compensation:  $75,000 + Commission 

The Mailworks is a woman owned family business specializing in the creation and distribution of direct mail campaigns for a nation-wide customer base. The Mailworks operates 24 hours a day, usually 6 days a week. The team of 90+ employees range from executives, marketing specialists, designers, developers, and production workers. 

We are undergoing the acquisition of a company that provides marketing services to the financial services industry (CFPs, CPAs) and are looking for a dynamic individual to assume the Program Director role.  This is an exciting opportunity to gain M&A experience while also building a new division within a growing company. The role encompasses a unique blend of project management, marketing, product development, and relationship management. 

Prior experience in either the financial services industry, marketing, or content creation will be a plus, but is not required. Candidates must have project management experience and a desire to learn. 

Supervisory Responsibilities: Yes

Experience Level: 8+ years

Duties:  

*Financial Industry Program specific duties 

LMA

• Lead, manage, and hold accountable Account Managers to ensure high performance that is aligned with the program's objectives.

• Oversee and lead performance of independent contractors including Editor in Chief and content writers* 

  • Oversee bi-monthly creation of Let's Talk Money ™, LTMFW, Client Line ™ , and Loose Change ™ *

  • Approve topics*

  • Ensure timely final publications for FINRA approval*

• Hold Account Managers and third-party content writers accountable for their performance, ensuring continuous improvement, and facilitating their professional growth through regular feedback and evaluations.

• Host weekly L10 Meetings and collaborate with management to execute company initiatives.

RELATIONSHIP MANAGEMENT

• Serve as the main point of contact for the assigned client groups, maintaining strong communication channels with key members in the clients’ organizations.

• Understand and anticipate client needs, objectives, and challenges to better align with our services

• Schedule and attend regular strategy meetings with clients to discuss progress, address concerns, and strengthen relationships

• Ensure timely and professional responses to all client communications

• Monitor client satisfaction through direct feedback and trend analysis, and address any shifts in satisfaction promptly

• Maintain open communication with internal team members, including executives, on any issues or concerns

• Provide regularly scheduled updates to key internal team members on overall client health, volume, and trends*

• Maintain relationship with 3rd party for FINRA approvals *

PROGRAM STRATEGY AND MANAGEMENT

• Offer strategic advice based on industry best practices, client feedback, and performance metrics to enhance future campaigns and product offerings 

• Monitor and report on all campaign and client relationship metrics, taking proactive actions to address concerns and capitalize on trends

• Coordinate with internal teams to facilitate the development of new creative initiatives that meet client goals

• Review final articles for quality and alignment with historic product vision*

• Maintain repository of past articles for inclusion in future issues *

• Manage overall Program Wide communications (issue dates, deadines, etc) *

• Identify and communicate potential opportunities for business improvement and program enhancements

• Maintain up-to-date records on client interactions, campaign results, SOPs, and operational adjustments in company systems

CLIENT SERVICE OVERSIGHT AND ORGANIZATION

• Coordinate with internal teams, including executives, as needed to ensure success in all aspects of client engagement

• Utilize all available company provided tools and resources, both human and technical, to ensure orders are created as efficiently and accurately as possible, within deadline by Client Services team following company SOPs 

• Ensure all mailings are in compliance with USPS requirements and The Mailworks exclusivity policies

• Proactively reach out to client or 3rd party vendors in regards to any order related issues or deadlines

• Coordinate with the prepress team for template creation, updates, and revisions

• Quality control of design files and proofs to ensure compliance with template specifications and client expectations

• Ensure all applicable charges are enforced on order line items by Client Services team 

• Report any order related issues to Director of Client services 

BUSINESS DEVELOPMENT

• Identify opportunities to upsell and expand client engagement with additional services and solutions

• Partner with executive leadership to pursue new growth opportunities tailored to client needs

• Attend client-sponsored events to network and promote company services

• Proactively engage with the client to anticipate their evolving requirements, identify opportunities for growth, and ensure long-term satisfaction

______________________________

Required Skills/Abilities: 

• A polite, friendly and diplomatic manner

• Exhibits company core values - FLASH’D (forward thinking, loyal, accountable, solutions focused, helpful, dynamic) 

• Strong interpersonal skills

• Excellent communication skills, both written and verbal

• The ability to prioritize and manage several different tasks at once

• An excellent understanding of client care

• The ability to work effectively and accurately within strict deadlines

• The ability to solve problems as they arise

• A committed and flexible attitude to the job

• Excellent organizational skills

• The ability to work independently

• Excellent attention to detail

• Proficiency with Microsoft Office Suite, with an increased knowledge of MSExcel specifically

• Proficiency with Adobe Suite, specifically experience with InDesign

• No prior experience in healthcare marketing or direct mail marketing is required.

• If the above requirements are met we will provide training to become a direct mail

• marketing expert.

Success Indicators

• Regular and proactive communication, evident through feedback from Enterprise Level clients

• Demonstrated understanding of clients’ business objectives and effective alignment of the company’s services to meet these objectives

• High levels of client satisfaction and retention

• Successful execution of marketing campaigns that meet or exceed the client’s goals

• Ability to offer valuable strategic recommendations that enhance campaign success and client satisfaction

• Accuracy and efficiency in handling client orders, from intake to execution, including compliance with postal requirements and company standards

• Contribution to business growth, which could be quantified in terms of increased client spending, acquisition of new clients from referrals, or expansion of services utilized by existing clients

• Effective presentation and communication in internal meetings and external client meetings, demonstrating leadership and comprehensive knowledge of client accounts

Other Duties:

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.