Project Manager & Marketing Support

Location: Remote or Hybrid
Type: Full-Time or Part-Time (Flexible)

About Us

We’re a fast-growing marketing agency specializing in content strategy, branding, and video production for financial advisors and RIAs. We produce a high volume of short-form educational videos, social media content, and marketing assets, mostly using Descript for both recording and editing. Our team moves quickly and collaborates well to deliver high performing content for our clients. We value self-driven individuals interested in growth hacking.

Role Overview

We're looking for a highly organized, proactive Project Manager & Marketing Support professional who can successfully plan, execute, monitor, and deliver client projects while supporting ongoing marketing initiatives.

This role combines project management with hands-on marketing execution. You'll coordinate internal teams, manage client communication, oversee timelines and budgets, and help execute content across multiple marketing channels. Success in this role comes from balancing organization, communication, problem-solving, and attention to detail while consistently delivering outstanding client experiences.

What You’ll Do

• Plan, organize, and manage client projects from kickoff through completion.
• Develop project plans including scope, timelines, budgets, resources, risks, deliverables, and success metrics.
• Set up projects, assign tasks, and coordinate deadlines across internal teams.
• Onboard new clients and maintain client system access.
• Schedule and coordinate client meetings, workshops, and internal planning sessions.
• Organize project documentation, assets, recordings, notes, and communication.
• Monitor project progress, budgets, timelines, and deliverables using ClickUp, Harvest, and other project management tools.
• Track project performance and recommend adjustments when scope, timelines, or budgets change.
• Identify and resolve project challenges while keeping stakeholders informed.
• Ensure deliverables meet quality standards before completion.
• Manage stakeholder expectations through consistent communication and regular project updates.
• Prepare meeting agendas, recap emails, status updates, and monthly deliverable summaries.
• Build graphics in Canva using existing templates or coordinate design requests.
• Create and manage email newsletters in HubSpot.
• Publish and manage blog content in HubSpot or WordPress.
• Schedule and organize social media content.
• Support webinar planning and technical setup.
• Assist with simple video editing or coordinate video production.
• Help manage sales and marketing collateral.
• Maintain content calendars and organize marketing tasks.

What We’re Looking For

• Strong project management and organizational skills.
• Excellent communication and client relationship management.
• Ability to manage multiple projects simultaneously.
• Experience coordinating cross-functional teams.
• Strong attention to detail and quality assurance.
• Ability to prioritize competing deadlines in a fast-paced environment.
• Strong problem-solving and decision-making skills.
• Comfortable working independently while collaborating with a remote team.
• Agency experience is a plus.
• Experience supporting marketing initiatives across multiple channels is preferred.

Key Skills

• Project management
• Client communication
• Stakeholder management
• Resource planning
• Timeline and budget management
• ClickUp
• Google Workspace
• Slack
• Canva
• HubSpot
• Harvest
• WordPress
• Descript (preferred)
• Basic video editing
• AI tools for content or image generation (preferred)
• Leadership
• Organization
• Problem-solving
• Marketing coordination

• Delivering projects on time, on budget, and within scope.
• Maintaining high client satisfaction and long-term client relationships.
• Delivering consistently high-quality work.
• Keeping projects organized, documented, and moving forward efficiently.
• Successfully coordinating internal teams and stakeholders.
• Creating high-performing marketing campaigns and content.
• Supporting webinar registrations, email engagement, website content, and other marketing initiatives.
• Maintaining proactive communication throughout every project lifecycle.

How to Apply

Please send:

• Your resume.
• A cover letter.
• Examples of project management or marketing work you've completed.
• Portfolio, website, or relevant work samples (if applicable).
• Links to any marketing campaigns, content, or projects you've managed.
• A short video introducing yourself and explaining why you'd be a great fit for Craft Impact.

Video & Podcast Editor (Marketing Agency for Financial Services)

Location: Remote or Hybrid
Type: Full-Time or Part-Time (Flexible)

About Us

We’re a fast-growing marketing agency specializing in content strategy, branding, and video production for financial advisors and RIAs. We produce a high volume of short-form educational videos, social media content, and marketing assets, mostly using Descript for both recording and editing. Our team moves quickly and collaborates well to deliver high performing content for our clients. We value self-driven individuals interested in growth hacking.

Role Overview

We’re looking for a self-motivated, detail-oriented Video & Podcast Editor who can take raw recorded content and turn it into polished videos across multiple formats and platforms. This role is ideal for someone who thrives on quick turnarounds, enjoys creative storytelling, and has a strong sense for what drives engagement on social media.

You’ll work primarily in Descript and also use Canva to create simple, impactful visual elements that elevate the content. You should be comfortable selecting the most compelling moments from longer recordings to produce high-performing clips.

What You’ll Do

• Edit raw talking-head videos (recorded in Descript) into polished, engaging content
• Pick out compelling, high-engagement clips from longer recordings for short-form posts
• Create simple but impactful graphics in Canva (e.g., callouts, branded frames, icon overlays, visual emphasis elements) to incorporate into videos
• Produce multiple versions of each video (16:9, 9:16, 1:1, reels, shorts, thumbnails, etc.)
• Add brand-aligned captions, graphics, b-roll, and lower thirds
• Build and manage layout packs in Descript
• Improve audio and video quality using Descript’s features and other tools as necessary
• Post videos and optimize on YouTube and social channels including LinkedIn and Instagram, and podcasting platforms as necessary
• Collaborate with project managers to understand client needs and ensure brand consistency
• Maintain quick turnaround times without sacrificing quality
• Organize files, timelines, and exports for multiple clients at once
• Stay current on social platform specs and content trends
• Offer creative ideas that elevate video quality, storytelling, and engagement
  
  

What We’re Looking For

• Strong experience with Descript or background in professional video editing, and willing to learn a new tool (required)
• Experience creating clean, branded graphics in Canva
  
• Portfolio showing short-form, social-first video editing
• Strong editorial sense for picking high-impact clips and storytelling moments
• Excellent attention to detail and visual polish
• Ability to work quickly and independently—minimal oversight needed
• Comfortable managing multiple deadlines in a fast-paced agency environment
• Understanding of social media trends, especially for professional audiences
• Agency experience is a plus
• Familiarity with financial services or regulated industries is a bonus (not required)

Key Skills

• Descript or professional video editing tools (advanced)
• Canva (graphic creation for social and video overlays)
• Clip selection / storytelling
• Social media video formatting
• Caption styling / simple motion graphics
• Audio cleanup and leveling
• Template building
• Strong communication and responsiveness
  
  

Success Looks Like

• Turning raw videos into polished, on-brand edits within 24-48 hours
• Producing multiple formats per video with consistent quality
• Identifying the most engaging clips without direction
• Enhancing videos with clean, simple Canva graphics
• Making the agency’s video workflow smoother, faster, and more consistent
• Being reliable, proactive, and easy to collaborate with
  
  

How to Apply

Please send:

• Your portfolio or sample social video edits
• Examples of video graphics or overlays you’ve created in Canva
• A quick note on your experience with Descript
• Any links to videos you’ve formatted for multiple platforms

Craft Impact — outsourced CMO + digital marketing team for RIAs

Location: Remote, with a preference for Tampa / St. Petersburg, FL (we've got office space downtown at Thrive)

Type: Full-time

Purpose of the Marketing Strategist Role

The Marketing Strategist drives our business forward by serving as an outsourced CMO and by leading our execution team to produce results for our clients.

Company Vision Statement

As the go-to marketing team for independent financial practices, we transform their businesses through exceptional brand experiences that drive unstoppable growth.

About Us

Craft Impact is an outsourced marketing team for RIAs that frees up our clients’ time and energy while driving business growth. We act as our clients’ outsourced CMO, full-service marketing department, and sounding board all at once. As a team of 11 full-timers plus a few contractors, we’re growing steadily so we can deliver quality marketing work in an industry that badly needs it!

What we’re offering is essentially the opposite of FMG Suite, which means our clients can rely on us for an experienced team, highly custom work, low people turnover, a long-term partnership that drives organic growth and proactive communication.

We're not a typical agency with a packaged offering you repeat every month. Don’t get us wrong - there is some overlap between clients, and a standard “playbook” of our top 5-7 tactics we like to use. But overall, we’re an embedded marketing team, where every client engagement looks different.

Marketing Strategist - Top 5 Responsibilities

1. Client Relationship & Account Leadership

You're the CMO our clients have always wanted to hire in-house. You run the weekly and quarterly calls, you build the trust, and you're the first call when anything marketing-related comes up. You make small-business owners feel heard, and you keep your cool when the work piles up.

2. Messaging, Brand & Strategy

You own the client's messaging, their brand, and the overarching marketing plan. You build it and you steer the ship across every channel we touch, from website and email to LinkedIn, Instagram, YouTube, offline events, and industry awards. You don't have to execute all of it, but you speak intelligently about the topics a RIA cares about, and you tie every recommendation back to the client's business. You know when to tell a client to spend, and when to tell them to save their money for something better.

3. Growth Hacking

You're proactive about new ways to drive more organic growth for our clients. You do that by staying on top of what's working across our whole book of clients, keeping up with where the industry is headed, and reading the people worth reading (like Kitces). When a client throws you a curveball you don't have an answer to, you know what to ask, who to pull in, and how to dig until you come back with something that offers them real value, something they couldn’t just Google. You're passionate about the metrics, being patient when a campaign needs time, but able to pivot quickly if needed.

4. Quality Control

You're the last set of eyes before anything ships to a client - written or visual (video, web design, collateral, etc.). You know what a quality piece looks like, you can spot AI slop from across the room, and you tweak, redirect, or rewrite until the work meets our quality standard. When you delegate to a content specialist and it comes back thin, you professionally share the feedback, and make it right.

5. Writing & Content Excellence

You can produce clean, human copy yourself and you can fix someone else's fast. You can take an AI piece that is 80% of the way there and “de-AI” it, adding human elements that a bot can’t. You know what resonates with the target audience, whether it’s a ghostwritten article, a client email, a set of LinkedIn posts.

Your Role Within Craft Impact (Team Work Makes the Dream Work)

• Own quarterly and annual strategy for your clients

  • Provides clients overall strategic direction in aligning communications, content marketing and sales efforts

  • Benchmark for best practices, translate business challenges into clear goals and objectives

• Be the calm, experienced voice on client calls

• Tie every recommendation back to the client's business, so a “yes” or “no” or “maybe we re-evaluate later” comes with a reason

• Direct the project manager and content team, then review their work before it reaches a client

• Keep the KPIs advisors care about front and center: net new AUM, qualified leads, new households, client retention, client experience

What We’re Looking For

• A business-consultant streak: proactive, pushing clients toward a better idea instead of just taking orders

• 5 to 10+ years in marketing, with real client or account management experience at a senior level

• Client results - whether that’s brand marketing or lead generation marketing, or preferably both

• RIA or financial services marketing experience strongly preferred

• Excellent written and verbal communication skills - applicable for client emails, crafting a written piece, “de-AI’ing” a client deliverable

• Understand what high quality deliverables look like - written, visual, or video

• Proficient knowledge across channels (AEO, SEO, email, social, paid, PR, video, web) even when you're not building every piece yourself

• Self-directed and steady under a full plate that will challenge your time management skills

• We’re open to remote, but physically in Tampa or St. Pete is preferred so we can train side by side (at least in the first 6-12 months)

• Working with AI: we need someone who embraces AI as a tool, who thinks AI first, but knows how to blend AI with a human touch to produce a quality deliverable. We find ourselves “de-AI’ing” quite a bit, when we try with AI first but it’s not hitting the quality level we need.

  • AI should make client relationships more efficient, but never at the cost of being less authentic

What Makes You a Great Fit

• You have an internal drive that aligns with our self-driven hunger core value. You push yourself, because that’s how you’ve found success in your career, and that’s how you’ll continue to build on it.

• The outsourced-CMO model comes naturally to you. You can hold a dozen channels in your head at once, and you connect a marketing move to what it means for the client's business without being told to.

• As a Marketing Strategist, you will use your previous experience to develop holistic, end-to-end brand marketing, sales enablement, and revenue growth strategies for our RIA clients.

• You’ll leverage your passion for solving problems to inspire our clients and lead our internal team on executing across content strategy, marketing automation, analytics, user experience and more.

• Client relationships energize you instead of draining you. You enjoy writing, you enjoy teaching, and you get a kick out of learning a brand-new industry topic.

How You’ll Be Measured

• Primary KPIs

  • Client retention - we’re in it for a long-term partnership. Assuming no major changes to our clients’ business, we aim for 100% retention.

  • Client satisfaction - your clients are thrilled with the relationship, and the results

• Secondary KPIs

  • Client growth signals we influence, like net new AUM, new households, and discovery calls booked

  • Channel performance you report on, like LinkedIn engagement, email open and click rates, AI search visibility, and website traffic

Growth, Benefits & the Rest of It

• Competitive base salary

• EOY performance-based bonuses

• Opportunity to grow into the leadership team as we scale from ~$2M toward $5M in revenue over the next 5 years - this position is crucial to driving our continued growth

• 10% “bonus commission” on the first 6 months of revenue from new clients or upsells to current clients

• 3% non-elective 401(k) contribution

• Year-end 401(k) profit share contribution

• Medical benefits

• Unlimited vacation

• A flexible schedule built around results and team accountability

  • Roughly 90% of our team is juggling young kids, us included, so we get it!

• 1 day/quarter of paid volunteer hours to volunteer your time and skills to a nonprofit of your choice

• Office space at Thrive in downtown St. Pete if local

• Being a part of life-changing pro bono projects like marketing strategies and website revamps of The Kind Mouse or New Beginnings Hickory

• 1-2 team retreats each year - typically in St. Pete, FL

  • 2-3 days of fun activities, planning, work sessions, and dinners together

Onboarding and Ramping Up

By the end of year one, you'll own a handful of client relationships, eventually growing to somewhere between 5 and 8 accounts, and you’ll be the person those advisors go to first for anything related to their firm’s marketing. These clients will rely on you as their strategic advisor, not a project coordinator.

Their questions may be about AI search, an industry award, a YouTube strategy, or a website that hasn't been touched in ten years.

You'll also be the last set of eyes before work goes out to a client. You don't have to write every post, make every graphic, or edit every video, but you do need to tell good writing from filler and may need to tighten a piece up before it gets delivered to a client.

You're delivering results that visibly move the needle for clients, helping lighten the load across the team as we grow, and bringing back ideas that deepen our industry knowledge, and make our processes better across all of our client accounts.

The first 3 - 4 months will be a gradual onboarding (sitting in, observing, supporting) before you are expected to own and manage any client relationships and start leading your own weekly client meetings. It's a gradual handoff over several months. Traci has stepped into the Strategist seat on a few clients herself and will bring you under her wing to hand those off as you get comfortable.

Once you’re fully up to speed, you'll direct a project manager and content team on execution, and you'll sit alongside our other Marketing Strategists (Faustin, Mary, Traci), who operate with the same level of ownership over their own client portfolios.

Core Values

These are the characteristics and beliefs we look for in all employees, and the specific related behaviors we look for in this role.

Self-Driven Hunger

• We work hard toward our goals, and we don’t stop until we achieve them. We are self-motivated, driven individuals and we’ve been remote since 2013 (no one is looking over your shoulder).

  • How to Live it in This Role: Placing priority on thinking outside the box to push the limit of how we can best serve our clients. Our clients pay us to do what we say and then proactively surface what else could be done to add value, explaining why before they have to ask.

Balance

• We value flexibility in the workplace in order to achieve personal and professional goals.

  • How to Live it in This Role: Being available for the clients is of the utmost importance, but so is supporting a personal life. It’s important to maintain communication about your availability to the team and clients to ensure everyone is on the same page.

Helpfulness

• We jump at the opportunity to facilitate change, boost momentum and lend our expertise. Together, we combine our strengths for the greater good.

  • How to Live it in This Role: Proactively contacting your fellow team members and asking them where they need assistance or how you can support them. If you find yourself with extra bandwidth, don’t hesitate to ask your team members how you can help with their tasks too.

Adaptability

• We are determined to flourish through constant growth in ideas, in our skill sets, and our company.

  • How to Live it in This Role: You’re contributing to a small, nimble team that prides itself on keeping ahead of the curve in the industry and across digital channels (Google algorithm, AEO, etc.). Variables may cause you to adjust timelines on projects/tasks. It’s important to prioritize and stay organized so you always know the status and client expectations.

Curiosity

• We are nerds at heart. We love to learn new things and approach projects from different, strategic angles.

  • How to Live it in This Role: Teach us what you know and in turn, we’ll do the same! Knowledge cannot impact growth if it’s not shared and used to benefit our team members and clients. Ask questions and participate in as much as you can to further advance our skill set.

Authenticity

• We are transparent, open, and honest- both internally and with our clients. We ask questions and we assume good intent in others.

  • How to Live it in This Role: Communication is key; especially in a remote working environment, it is important to be honest about your work load and open about any roadblocks you are facing- personally or professionally.

Our Tech Stack

You don’t have to be proficient in all of these tools, but bonus points if you can explain how you’ve leveraged them for your work in the past.

• Clickup: project management software

• Claude: Projects, CoWork, and Code

• We use these tools heavily and expect a good candidate to be enthusiastic about them as well!

• Google Workspace: Gmail, Slides, Docs, Sheets

• Slack

• Canva

• HubSpot, Wordpress, Webflow

• 80% of our client websites are on HubSpot

• Harvest: time tracking software

• Descript: video and podcast editing software (preferred)

How We Hire - Next Steps

You'll talk via Zoom with Stephen and Traci first so we can get a feel for each other. We’re big on vibes 😀and we’re excited to hear about your career path. If it clicks, we like to run a couple paid test projects so you can get a sense for the type of work we have and our communication style.

We use these projects to get a sense of how you problem solve, how you present yourself, which questions you ask vs. what’s assumed, and what you see as a quality final deliverable. We’re not asking you to work for free, and we pay a nominal $30/hr for your time.

From there, we’ll set you up for a Zoom meeting with another member of our team. This way you can get a deeper understanding of our culture, our management style, what the work is really like, our client relationships, etc.

If you read this and thought "Wow, this is the company for me and I’m ready to demonstrate why!" well…first of all, we appreciate the enthusiasm.

Secondly, we'd love to hear from you. Send your resume, two or three work examples you're most proud of (writing samples, social media deliverables, strategy playbooks, etc.), and a short note or Loom video telling us why Craft Impact is the kind of place where you want to do your best work.

Thank you for your interest in Craft Impact.

Traci, Stephen, and the CI team

Craft Impact — from sunny St. Petersburg, FL