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 calls to discuss performance, strategy, priorities, and next actions.

• 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.

• Foster 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, bidding strategies, creative testing, and campaign parameters.

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

• Identify underperforming campaigns and devise strategies to enhance outcomes.

• Experiment with audiences, messaging, and creative assets.

• Contribute to ad copy and campaign messaging development.

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

• Configure Calendly integrations, Zapier automations, and lead-routing workflows.

• Resolve technical challenges between advertising platforms and client systems.

• Actively monitor tracking and lead flow.

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

⛳️ Requirements

• A minimum of 4 years of practical experience in paid media, particularly with Meta advertising.

• Ability to manage multiple client accounts simultaneously and lead client-facing discussions.

• Demonstrated success in managing campaigns to meet defined performance targets while fostering client retention.

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

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

• 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).

• Proficiency in direct-response advertising (preferred).

🏝️ Benefits

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

• Training & Development opportunities.

• Work From Home flexibility.

• Flexible Scheduling options.

• Performance Bonus incentives.