Financial Services Marketing Manager

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

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

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

• Prepare and distribute bi-weekly performance reports at least 24 hours prior to scheduled calls.

• Convert campaign data into clear and actionable recommendations for clients without a technical background.

• Foster strong client relationships that promote retention, renewals, and referrals.

• Proactively resolve account issues to ensure stability and growth.

• Design, launch, and optimize Meta campaigns aimed at lead generation and appointment scheduling.

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

• Monitor performance on a daily basis and adjust strategies based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and formulate strategies to enhance results.

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

• Contribute to ad copy and campaign messaging development.

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

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

• Address technical issues between advertising platforms and client systems.

• Actively monitor tracking and lead flow to prevent issues that could affect client outcomes.

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

⛳️ Requirements

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

• Demonstrated experience managing multiple client accounts and leading client-facing discussions simultaneously.

• Proven track record of managing campaigns towards established performance targets while ensuring client retention.

• Familiarity with conversion tracking, pixels, and basic marketing automation techniques.

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

• Preferred: Experience in financial services marketing.

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

• Preferred: Knowledge of video sales letter marketing.

• Preferred: Experience with high-ticket or considered-purchase funnels.

• Preferred: Expertise in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Option to Work From Home.

• Flexible Scheduling.

• Performance Bonus.