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 main point of contact.

• Conduct bi-weekly client calls discussing 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 concise, actionable insights for non-technical clients.

• Foster client relationships to enhance retention, renewals, and referrals.

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

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

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

• Monitor performance daily and make adjustments based on cost-per-appointment and other crucial metrics.

• Identify underperforming campaigns and devise strategies for improvement.

• Experiment with audiences, messaging, and creative elements.

• Contribute to ad copy and campaign messaging development.

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

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

• Resolve technical challenges between advertising platforms and client systems.

• Supervise tracking and lead flow to avert issues that may impact client outcomes.

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

⛳️ Requirements

• Minimum of 4 years of practical experience in paid media, with a strong emphasis on Meta advertising.

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

• Demonstrated ability to steer campaigns toward established performance goals while enhancing client retention.

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

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

• Preferred: Experience in financial services marketing.

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

• Preferred: Expertise in video sales letter marketing.

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

• Preferred: Knowledge in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Work From Home flexibility.

• Flexible Scheduling options.

• Performance Bonus incentives.