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 before scheduled calls.

• Convert campaign data into clear, actionable insights for clients without technical backgrounds.

• Foster strong client relationships to aid in 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, bidding strategies, creative testing, and campaign variables.

• Monitor performance on a daily basis and adjust campaigns based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and devise strategies for improvement.

• Test audiences, messaging, and creative elements to discover better performance opportunities.

• Contribute to ad copy and campaign messaging.

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

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

• Resolve any technical issues between advertising platforms and client systems.

• Actively monitor tracking and lead flow to prevent issues that could impact client results.

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

⛳️ Requirements

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

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

• Proven track record of managing campaigns to meet defined performance goals while ensuring client retention.

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

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

• Preferred: Experience in financial services marketing.

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

• Preferred: Knowledge of video sales letter marketing.

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

• Preferred: Expertise in direct-response advertising.

🏝️ Benefits

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

• Opportunities for training and development.

• Work from home option.

• Flexible scheduling.

• Performance-based bonuses.