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Marketing & Campaigns · Financial Services

Marketing & campaign support for financial services firms that can't afford compliance shortcuts

By Zack Pennington, CEO Updated

Financial services marketing isn't just about reaching the right audience: it's about doing it without triggering FINRA, SEC, or state regulatory issues. Whether you're an RIA building a nurture sequence, a mortgage broker managing seasonal campaigns, or an insurance agency trying to stay consistent on LinkedIn, the execution work piles up fast. Nacho specialists handle the operational side of your marketing so you stay visible without pulling your advisors or producers off billable work.

Tools we work with: Mailchimp Klaviyo HubSpot Buffer

Can a Virtual Assistant handle marketing & campaigns for financial services firms?

Yes. Nacho matches financial services firms with a vetted, 100% US-based Specialist who owns marketing & campaigns week after week, not a one-off task. Set a Talent Budget starting at $1,000 a month, begin with a $300 Delegation Strategy Plan, and expect to be matched in about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How your Specialist owns marketing & campaigns for financial services firms

A Nacho EA assigned to your marketing and campaigns work typically handles the production layer: drafting and scheduling email campaigns in platforms like Mailchimp, Constant Contact, or HubSpot; building out content calendars in Asana or Trello; formatting and scheduling social posts through Buffer or Hootsuite; and coordinating with your compliance team or archiving tool (like Smarsh or Global Relay) before anything goes live. They work from your approved messaging, brand guidelines, and any pre-cleared content library you've built, your role is to review and approve, not to write from scratch. For firms that don't yet have a compliance workflow in place, your Client Success Manager will flag that during onboarding so the EA knows exactly where to pause before publishing.

Off your plate

What your Specialist takes off your plate

The most common mistake financial services firms make when delegating marketing work is handing off tasks before documenting their compliance boundaries, the EA ends up pausing constantly waiting for guidance that should have been defined upfront. Before your first session, pull together your approved content library or any pre-cleared messaging, note which platforms require archiving, and identify who on your team has final approval authority. That one conversation at onboarding will eliminate most of the back-and-forth.

  1. Email Campaign Drafting and Scheduling

    EA drafts nurture sequences, newsletters, or product announcements in your ESP (Mailchimp, Constant Contact, HubSpot) using approved messaging and schedules sends based on your campaign calendar.

  2. Compliant Social Media Scheduling

    EA formats and queues posts for LinkedIn, Facebook, or Twitter/X through Buffer or Hootsuite, routing content through your compliance review step before anything is published.

  3. Campaign Performance Reporting

    EA pulls open rates, click-throughs, and engagement metrics from your marketing platforms and compiles them into a recurring summary so you can make informed decisions without logging into five dashboards.

  4. Lead Magnet and Landing Page Coordination

    EA manages the logistics of launching gated content offers: uploading assets, configuring form integrations in your CRM (Redtail, Salesforce, or Wealthbox), and testing the delivery sequence end to end.

  5. Content Calendar Management

    EA maintains a rolling content calendar in Asana, Trello, or a shared Google Sheet, tracking deadlines, asset status, and compliance submission dates so nothing falls through the cracks between campaigns.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Klaviyo
Buffer
Later
Google Analytics
HubSpot
Mailchimp

...and many more!

Client proof

Trusted by financial services firms

Nacho supports financial services firms including Dominion Fund Services, handling everything from marketing & campaigns to broader operational support.

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For marketing-led work, that senior seat is usually a Fractional CMO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating marketing & campaigns costs for financial services firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
from $40/hour
10 hours $400
Specialists
from $65/hour
20 hours $1,300
Fractional Executives
from $125/hour
0 hours $0
Your monthly budget
$1,700

Starting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.

Good questions

Frequently asked questions

How does an EA handle compliance requirements for financial services marketing content?
Nacho EAs don't make compliance determinations, that's your registered principal or compliance officer's role. What the EA does is build your review step into the workflow, holding content for approval before scheduling or publishing, and documenting what was sent and when if your firm requires an audit trail.
Can an EA work inside our existing CRM and marketing tools, or do we need to change platforms?
EAs work inside whatever platforms you're already using: Redtail, Wealthbox, Salesforce, HubSpot, Mailchimp, and similar tools are all common in this space. You grant access, they work within your existing setup, and nothing requires a platform change.
We only have sporadic campaign needs, is a monthly retainer worth it for marketing work alone?
Marketing tasks are often combined with other administrative or operational work under a single monthly budget, since up to $200 of unused budget can roll over each month. Many financial services clients use the same EA for marketing execution during active campaign periods and shift those hours toward client communication or research work in quieter months.

Ready when you are

Get your marketing off your plate, without losing compliance control

Nacho's onboarding includes a Delegation Strategy Plan tailored to your firm's workflow, so your EA knows exactly where to act and where to wait for approval. Monthly budgets start at $1,000 with a one-time $300 onboarding fee.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.