Financial Services Marketing Manager

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

📋 Description

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

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

• Prepare and dispatch bi-weekly performance reports no less than 24 hours prior to scheduled meetings.

• Interpret campaign data into clear and actionable insights for non-technical clients.

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

• Proactively address account issues to ensure stability and growth.

• Develop, launch, and optimize Meta campaigns with a focus on lead generation and appointment scheduling.

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

• Daily monitor performance and make adjustments based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and devise strategies to enhance results.

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

• Contribute to the creation of ad copy and campaign messaging.

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

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

• Resolve technical challenges between advertising platforms and client systems.

• Actively monitor tracking and lead flow to avoid issues that may impact client outcomes.

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

⛳️ Requirements

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

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

• Demonstrated ability to manage campaigns in alignment with defined performance targets while supporting client retention.

• Proficient in conversion tracking, pixels, and basic marketing automation.

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

• Preferred: Experience in financial services marketing.

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

• Preferred: Familiarity with video sales letter marketing.

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

• Preferred: Knowledge of direct-response advertising.

🏝️ Benefits

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

• Training and Development opportunities.

• Work-from-home flexibility.

• A flexible schedule.

• Performance-based bonus.