Financial Services Marketing Manager

This is a fully remote position, open to applicants in Texas.

📋 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 distribute bi-weekly performance reports at least 24 hours ahead of scheduled calls.

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

• Cultivate strong client relationships to enhance retention, renewals, and referrals.

• Proactively address account issues to ensure 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 various campaign variables.

• Monitor daily performance and modify campaigns based on cost-per-appointment and other vital metrics.

• Identify underperforming campaigns and create strategies for improvement.

• Test audiences, messaging, and creative approaches.

• Contribute to ad copy and campaign messaging development.

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

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

• Resolve technical issues between advertising platforms and client systems.

• Proactively monitor tracking and lead flow.

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

⛳️ Requirements

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

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

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

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

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

• Preferred: Background in financial services marketing.

• Preferred: Experience with lead-generation and appointment-setting campaigns.

• Preferred: Knowledge of video sales letter marketing.

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

• Preferred: Background in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Remote Work options available.

• Flexible Scheduling.

• Performance-based Bonuses.