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 meetings.

• Interpret campaign data into straightforward, actionable insights for non-technical clients.

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

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

• Develop, launch, and optimize Meta campaigns aimed at lead generation and booking appointments.

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

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

• Identify underperforming campaigns and formulate strategies for performance improvement.

• Experiment with audiences, messaging, and creative to discover more effective performance opportunities.

• 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.

• Address technical issues between advertising platforms and client systems.

• Monitor tracking and lead flow to avert 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, specifically in Meta advertising.

• Proven track record of managing multiple client accounts while leading client interactions.

• Demonstrated ability to steer campaigns towards established performance objectives while ensuring client retention.

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

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

• Preferred: Background in financial services marketing.

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

• Preferred: Knowledge of video sales letter marketing.

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

• Preferred: Skills in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Option to Work From Home.

• Flexible Scheduling.

• Eligibility for Performance Bonuses.