Case Manager

Overview

Our financial services client is seeking a high-energy, proactive Marketing Case Manager / Project Manager to drive digital production initiatives. This role is a hybrid of high-level project management and rapid-fire task processing.

The ideal candidate possesses a strong Agency background and thrives in a fast-paced environment where they can pivot between managing long-term website enhancements and high-volume daily requests. You will be the primary engine keeping digital platforms (websites, email campaigns, and collateral) moving from intake to completion.

Key Responsibilities
High-Volume Case Management: Manage and track digital production tasks from initial request through to completion. You must be comfortable with independent “case management”—taking a task and running with it without constant oversight.

Workflow Optimization: Utilize Asana extensively for task assignment, tracking, and workflow management. Ensure all project milestones are updated in real-time.

Stakeholder Communication: Serve as the primary point of contact for financial advisors and internal business partners. You will facilitate monthly/quarterly consultation calls and translate feedback into actionable project requirements.

Digital Production Oversight: Gather and synthesize feedback from marketing, content, and development teams to ensure seamless execution.

Proactive Follow-up: Maintain a high level of responsiveness. You are expected to answer pings during working hours and aggressively follow up with internal teams and external partners to prevent bottlenecks.

Required Qualifications
Agency Experience: Proven track record in an agency setting, handling high-ticket intake processes and multitasking across various high-volume accounts.

Speed & Agility: Demonstrated ability to process tasks quickly and maintain accuracy in a high-pressure, fast-paced environment.

Technical Proficiency: Advanced experience with Asana is non-negotiable.

Communication Style: Strong, professional communicator who is comfortable engaging with high-level stakeholders (Financial Advisors, Executives).

Self-Sufficiency: Independent, confident PM skills with the ability to work with minimal supervision while remaining a collaborative team player.

Preferred Experience
Financial Services: Experience within the financial sector is a plus, but agency-side experience is prioritized.

Tool Stack: Familiarity with Salesforce, SharePoint, Microsoft Teams, and Figma (for reviewing/commenting on designs).