Financial Services Marketing Manager

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

📋 Description

• Manage a portfolio of client accounts, acting as the primary liaison.

• Facilitate bi-weekly client meetings to discuss performance, strategy, priorities, and action items.

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

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

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

• Proactively address account issues to ensure stability and promote growth.

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

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

• Track performance daily and implement adjustments based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and devise strategies for enhancement.

• Experiment with audiences, messaging, and creative elements to uncover performance improvement opportunities.

• Contribute to ad copy and campaign messaging development.

• Establish and troubleshoot tracking mechanisms, Meta pixels, and conversion events.

• Set up Calendly integrations, Zapier automations, and 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 outcomes.

• Report to the Associate Director of Operations and maintain accountability 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 while leading client-facing discussions.

• Demonstrated capability to steer campaigns towards specific performance targets while ensuring client retention.

• Familiarity with conversion tracking, pixels, and fundamental 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 experience in video sales letter marketing.

• Preferred knowledge of high-ticket or considered-purchase sales funnels.

• Preferred experience with direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Work From Home options.

• Flexible Scheduling.

• Performance-based Bonus.