Financial Services Marketing Manager

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

📋 Description

• Take charge of a portfolio of client accounts and act as the main point of contact.

• Facilitate bi-weekly client meetings to discuss performance, strategy, priorities, and actionable next steps.

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

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

• Develop strong client relationships that enhance retention, renewals, and referrals.

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

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

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

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

• Identify underperforming campaigns and devise strategies for improvement.

• Experiment with audiences, messaging, and creative content to uncover opportunities for better performance.

• Contribute to the development of 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 avert potential issues impacting client results.

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

⛳️ Requirements

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

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

• Demonstrated ability to steer campaigns towards specific performance targets while enhancing client retention.

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

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

• Background in financial services marketing.

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

• Knowledge of video sales letter marketing.

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

• Proficient in 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 Work Schedule.

• Performance Bonus.