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 discussing performance, strategy, priorities, and next steps.

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

• Convert campaign data into straightforward, actionable recommendations for non-technical clients.

• Establish and maintain strong client relationships to foster retention, renewals, and referrals.

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

• Design, launch, and optimize Meta campaigns aimed at lead generation and appointment booking.

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

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

• Identify underperforming campaigns and devise strategies to enhance results.

• Experiment with audiences, messaging, and creative elements to discover opportunities for improved performance.

• Contribute to ad copy and campaign messaging.

• Set up and resolve issues with tracking, Meta pixels, and conversion events.

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

• Address technical issues between advertising platforms and client systems.

• Actively monitor tracking and lead flow to prevent issues from impacting client results.

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

⛳️ Requirements

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

• Proven capability to manage multiple client accounts while leading client-facing discussions.

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

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

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

• Experience in financial services marketing.

• Proficiency in lead generation and appointment-setting campaigns.

• Knowledge of video sales letter marketing.

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

• Background 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 Scheduling.

• Performance-based Bonus.