Marketing in the financial sector presents a unique set of challenges. Strict compliance standards from bodies like FINRA and the SEC, the critical need to build consumer trust, and long, complex customer journeys make it a difficult landscape to navigate. For executives, finding the right talent is a significant hurdle. Hiring qualified, full-time financial services marketing experts is a slow and expensive process, often taking months and involving high recruitment fees, which delays critical growth initiatives.
This reality forces many firms to choose between a generalist marketer who lacks industry-specific knowledge or an expensive, time-consuming executive search. A more effective solution is to engage fractional or freelance talent. These pre-vetted professionals bring deep, niche expertise without the overhead and long-term commitment of a full-time hire. They can integrate quickly to drive specific outcomes, whether it’s generating leads for a new fintech product, acquiring high-net-worth clients for a wealth management firm, or refining the digital strategy for a community bank.
This article provides a curated list of top-tier financial marketing experts. Each professional has been vetted for their ability to deliver results in this demanding industry, offering a practical way to accelerate your marketing ROI and achieve business goals faster.
Why Hire a Freelance Financial Marketing Expert?
Opting for a freelance or fractional expert over a traditional full-time hire offers distinct, ROI-focused advantages. This model provides access to specialized skills on-demand, allowing your business to remain agile and allocate resources more effectively. Here are the primary benefits of this approach.
- Deep Niche Expertise: Access marketers with proven track records in specific financial verticals like wealth management, insurance, or B2B fintech. They already understand the compliance landscape and can develop strategies that resonate with your target audience without a steep learning curve.
- Cost Efficiency & ROI: Avoid the significant overhead costs of a full-time employee, including salary, benefits, and training. A fractional model allows you to allocate your budget directly to marketing execution, leading to a clearer and more immediate return on investment.
- Speed to Market: Onboard a pre-vetted expert in days, not the 75+ days it often takes to fill a senior marketing role. This speed allows you to launch campaigns and respond to market opportunities much faster than competitors relying on traditional hiring cycles.
- Flexibility and Scalability: Engage experts for specific projects, part-time strategic oversight, or interim CMO roles. You can easily scale marketing efforts up or down based on business needs without being locked into long-term commitments.
Financial Services Marketing by the Numbers
The data surrounding financial marketing and hiring highlights the industry’s challenges and opportunities. These figures provide context for why a flexible, expert-led marketing approach is increasingly necessary for achieving sustainable growth.
- In financial services, senior or leadership marketing roles often take 70–90+ days to fill, especially when specialized skills or compliance background are involved.
- Among consumers engaging online with financial brands, trust and data security / privacy regularly emerge as top concerns.
- A significant share of financial services firms indicate plans to increase digital marketing budgets over the next year.
- CAC (Customer Acquisition Cost) in retail banking via digital or blended channels frequently exceeds $300 — many industry benchmarks point toward values in the $400–600 range.
- Personalization in marketing has been shown to drive double-digit uplift (often in the 10–20% range) in conversion, revenue, or customer engagement in many verticals.
Our Vetting Methodology
To ensure every expert delivers tangible value, we use a rigorous selection process that prioritizes direct experience and proven success within the financial services sector. Our goal is to connect you with professionals who can make an immediate impact on your business.
- Our selection process prioritizes marketing experts with documented experience and success within the financial services sector.
- Candidates are evaluated based on a multi-stage vetting process that includes portfolio reviews, technical skills assessments, and reference checks with past clients in finance.
- Key criteria include a demonstrated ability to generate ROI (e.g., lower CAC, increased AUM), proficiency in navigating compliance, and strategic thinking.
- We ensure our experts are ready to integrate quickly and drive results.
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10 Vetted Financial Services Marketing Experts
The following list features ten highly skilled marketing professionals with the expertise to drive growth in the financial services industry. Each has been vetted for their strategic capabilities, execution skills, and ability to deliver measurable results.
Abigail Olivas
Abigail is a skilled digital marketer and paid social expert who specializes in Pinterest. As the former Head of Marketing at Monq, she has a strong background in developing comprehensive marketing strategies and creative branding. Her expertise on Pinterest allows her to leverage the platform’s unique, visually-driven environment to drive brand awareness, website traffic, and conversions for financial products that benefit from educational or lifestyle-oriented content. She excels at building campaigns that capture user intent early in the discovery phase, making her a valuable asset for brands looking to tap into a high-intent audience.
Core Strength: Excels at leveraging Pinterest for top-of-funnel brand awareness and lead generation.
Best For: Financial services companies targeting audiences with visual, educational, or aspirational content.
Adela Chung
Adela is a versatile marketing specialist with a strong focus on e-commerce and paid social advertising. She is adept at creating, managing, and optimizing campaigns across platforms like Facebook, Instagram, and Google to drive customer acquisition and revenue growth. Her approach is rooted in data analysis, allowing her to meticulously track performance, conduct A/B tests, and refine audience targeting to maximize return on ad spend (ROAS). Adela bridges the gap between high-level strategy and hands-on execution, ensuring that every campaign is aligned with broader business objectives and contributes directly to the bottom line.
Core Strength: Data-driven campaign optimization for paid social and e-commerce environments.
Best For: Fintech and financial companies needing hands-on expertise to scale paid acquisition channels.
Aimee Su
With over five years of experience, Aimee is a web designer who creates responsive, conversion-focused solutions for a variety of brands. She is an expert in UX/UI design principles, Figma, Adobe Creative Suite, and HTML/CSS. Her work includes UX copywriting, graphic design for digital assets, wireframing, and A/B testing to ensure that every design decision is both aesthetically pleasing and data-informed. For financial services, Aimee designs websites and user interfaces that build trust, simplify complex information, and guide users seamlessly toward conversion, whether it’s opening an account or scheduling a consultation.
Core Strength: Designing user-centric, conversion-optimized websites and digital experiences.
Best For: Financial firms needing to redesign their website or app to improve user trust and conversion rates.
Alan Duvall
Alan is a versatile growth leader with a strong background in both high-level strategy and hands-on execution. He can function as an interim CMO or Head of Growth, setting the vision and roadmap for B2B tech and e-commerce companies. His deep, practical expertise spans paid search marketing on Google and Bing, as well as paid social campaigns across Facebook, Instagram, and Twitter. This allows him to build and optimize multi-channel acquisition funnels that deliver measurable results, lower customer acquisition costs, and drive scalable revenue growth for financial businesses.
Core Strength: Building and optimizing integrated paid search and paid social acquisition funnels.
Best For: B2B fintech and financial service companies looking for a strategic leader to scale paid marketing.
Aleassa Schambers
Aleassa is a strategic brand marketer who serves as an interim CMO or Head of Growth, primarily for SaaS and software companies. She specializes in clarifying brand positioning, developing cohesive go-to-market strategies, and aligning marketing initiatives with revenue objectives. With a deep understanding of the B2B landscape, particularly in tech and security, Aleassa builds foundational brand marketing programs that create long-term value and establish market leadership. Her approach ensures that every marketing dollar is tied to a strategic business goal, making her ideal for financial technology firms needing to solidify their market presence.
Core Strength: Developing clear brand positioning and go-to-market strategies for B2B tech companies.
Best For: B2B fintech and SaaS companies needing senior marketing leadership to build a scalable foundation.
Alex Bradt
With over nine years in tech and marketing, Alex creates highly engaging social content that brings vibrancy to brands. He specializes in creating short-form content, such as loopable character animations and Augmented Reality (AR) ads for Snapchat and Instagram. In a crowded financial market, his skills can help brands stand out by creating interactive and memorable experiences. Whether it’s an AR filter that explains a complex financial concept or an animation that simplifies a product’s benefits, Alex’s work captures attention and makes brands more approachable and modern.
Core Strength: Creating engaging short-form video and Augmented Reality content for social media.
Best For: Fintech and consumer finance brands looking to differentiate themselves with innovative social content.
Lauren Stair
Lauren is a results-oriented digital marketing strategist who excels at developing comprehensive, multi-channel plans that drive business growth. She takes a holistic view of a company’s marketing ecosystem, analyzing data to identify opportunities across SEO, content marketing, email, and paid media. Lauren is skilled at translating high-level business goals into actionable marketing roadmaps with clear KPIs. For financial services firms, she can build an integrated strategy that nurtures leads through a complex sales funnel, ensuring that all marketing touchpoints work together to build trust and drive conversions.
Core Strength: Developing integrated, data-driven digital marketing strategies that align with business goals.
Best For: Firms needing a cohesive marketing plan that connects disparate channels into a single growth engine.
James Descombes
James is a freelance growth marketer who specializes in rapid experimentation and data-driven optimization to find scalable customer acquisition channels. His methodology is built on a continuous cycle of hypothesizing, testing, measuring, and iterating. He is proficient across a range of channels, including paid social, SEM, and content marketing, always focusing on the metrics that matter most—customer acquisition cost, lifetime value, and ROI. James is ideal for early-stage fintech startups or financial companies launching new products, where finding and scaling a profitable growth loop is the top priority.
Core Strength: Implementing rapid experimentation frameworks to identify and scale profitable acquisition channels.
Best For: Startups and companies launching new products that need to quickly find product-market fit and scalable growth.
Kayla Canfield
Kayla is a high-level marketing consultant who partners with leadership teams to diagnose marketing challenges and build effective, long-term strategies. She acts as a strategic advisor, helping businesses audit their current marketing efforts, identify untapped market opportunities, and create a clear roadmap for growth. Her expertise is particularly valuable for established financial institutions or wealth management firms looking to modernize their marketing approach. Kayla provides the strategic clarity needed to allocate resources effectively, build a high-performing team, and ensure marketing efforts are directly contributing to key business objectives.
Core Strength: Providing high-level strategic guidance to diagnose marketing issues and build effective roadmaps.
Best For: Established financial firms seeking an experienced advisor to refine their overall marketing strategy.
Nicole Gottselig
Nicole is a B2B marketing strategist with deep expertise in building marketing funnels for products with long and complex sales cycles. She specializes in demand generation, lead nurturing, and account-based marketing (ABM) strategies tailored to the B2B financial technology and services space. Nicole understands how to create and distribute content that speaks to sophisticated buyers, aligning marketing efforts closely with sales teams to improve lead quality and accelerate the sales pipeline. Her strategic approach ensures that marketing generates not just leads, but qualified opportunities that turn into revenue.
Core Strength: Designing and executing B2B demand generation and account-based marketing programs.
Best For: B2B fintech companies needing to generate qualified leads and align marketing with a complex sales process.
Our Engagement Process
We make it simple to connect with the right marketing expert for your needs. Our process is designed to be fast, efficient, and focused on finding the perfect fit for your team and goals.
- Submit your brief (2-minute questionnaire)
- Matchmaking call to refine scope and fit
- 48-hour shortlist of 2–5 vetted candidates
- Pilot sprint (risk-free trial), fast onboarding
The GrowTal Advantage
We provide a straightforward, ROI-focused way to access elite marketing talent. Here’s what sets our network apart.
- Rigorous vetting (skills-tested, reference-checked): We screen for deep financial industry experience so you don’t have to.
- Flexible engagement (hourly, part-time, full-time) with no hidden fees: Scale your marketing efforts to match your business goals and budget.
- Coverage across SEO, content, paid, lifecycle, and interim CMOs: Access a full spectrum of marketing talent under one roof.
- Bottom-line focus: free rematch if the first match isn’t perfect: We are committed to your success and stand by our talent.
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Conclusion
Finding marketing talent that truly understands the nuances of the financial services industry is a persistent and time-consuming challenge. The complexities of compliance, trust-building, and long customer journeys demand a level of expertise that generalist marketers simply cannot provide. A fractional or freelance model offers a practical solution, delivering the specialized skills, speed, and ROI focus that modern financial companies need to compete and grow. By engaging pre-vetted professionals, you can bypass slow hiring processes and immediately access the strategic and executional power required to hit your targets. GrowTal’s network is the ideal place to find the right financial services marketing experts to achieve your specific growth objectives.
FAQs
What types of financial companies do your experts work with?
Our experts have experience across the financial spectrum, including fintech startups, wealth management firms, credit unions, insurance companies, and established banks. We match you with talent suited to your specific vertical.
How do you ensure experts understand industry compliance (e.g., FINRA, SEC)?
Our vetting process specifically screens for experience in regulated industries. We prioritize candidates who can provide examples of successful, compliant marketing campaigns and strategies.
What is the typical cost of hiring a financial marketing expert?
Costs vary based on the expert’s experience and the scope of the engagement (e.g., hourly, part-time). We provide transparent pricing after our initial call to ensure alignment with your budget.
Can I hire an expert for a short-term project?
Absolutely. We offer flexible engagements ranging from short-term projects and campaign sprints to ongoing fractional support and interim leadership roles.
References
- https://www.corporatenavigators.com/articles/recruiting-trends/the-average-time-to-fill-by-industry-in-2024/
- https://goodtime.io/blog/recruiting/financial-services-recruiting/
