Financial Services Marketing Manager

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Manage a portfolio of client accounts and act as the main point of contact.

• Facilitate bi-weekly client calls to discuss performance, strategy, priorities, and next steps.

• Prepare and distribute bi-weekly performance reports at least 24 hours in advance of scheduled calls.

• Convert campaign data into straightforward, actionable recommendations for non-technical clients.

• Establish and maintain robust client relationships that enhance retention, renewals, and referrals.

• Proactively address account issues to promote stability and growth.

• Develop, launch, and optimize Meta campaigns aimed at lead generation and appointment booking.

• Oversee budgets, audience targeting, bid strategies, creative testing, and campaign variables.

• Monitor performance on a daily basis and make necessary adjustments based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and create strategies to enhance results.

• Experiment with audiences, messaging, and creative to uncover opportunities for improved performance.

• Contribute to ad copy and campaign messaging efforts.

• Set up and troubleshoot tracking, Meta pixels, and conversion events.

• Configure integrations with Calendly, automate processes with Zapier, and manage lead-routing workflows.

• Resolve technical challenges between advertising platforms and client systems.

• Actively monitor tracking and lead flow to avert issues that could impact client results.

• Report to the Associate Director of Operations and be responsible for client results, relationships, and retention.

⛳️ Requirements

• A minimum of 4 years of hands-on experience in paid media, particularly focusing on Meta advertising.

• Proven track record of managing multiple client accounts while leading client-facing discussions.

• Demonstrated ability to steer campaigns towards specified performance targets while ensuring client retention.

• Familiarity with conversion tracking, pixels, and fundamental marketing automation.

• Excellent communication, organizational, and problem-solving abilities.

• Preferred: Experience in financial services marketing.

• Preferred: Background in lead-generation and appointment-setting campaigns.

• Preferred: Experience with video sales letter marketing.

• Preferred: Knowledge of high-ticket or considered-purchase funnels.

• Preferred: Expertise in direct-response advertising.

🏝️ Benefits

• Paid Time Off, which includes vacation, sick leave, and public holidays.

• Opportunities for Training & Development.

• Flexibility to Work From Home.

• Availability of a Flexible Schedule.

• Performance Bonus incentives.