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, strategies, priorities, and next steps.

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

• Convert campaign data into clear, actionable insights for non-technical clients.

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

• Proactively address account issues to ensure stability and growth.

• Create, 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 daily and make adjustments to campaigns based on cost-per-appointment and other essential metrics.

• Identify underperforming campaigns and devise strategies for improvement.

• Experiment with audiences, messaging, and creatives to uncover better performance opportunities.

• Contribute to ad copy and campaign messaging development.

• 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 issues between advertising platforms and client systems.

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

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

⛳️ Requirements

• Over 4 years of direct experience in paid media, particularly in Meta advertising.

• Proven experience in managing multiple client accounts and 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 techniques.

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

• Preferred: Experience in financial services marketing.

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

• Preferred: Background in video sales letter marketing.

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

• Preferred: Experience with direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Option to Work From Home.

• Flexible Scheduling.

• Performance Bonus.