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 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 prior to scheduled calls.

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

• Cultivate client relationships that foster retention, renewals, and referrals.

• Address account issues proactively to ensure stability and facilitate growth.

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

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

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

• Identify underperforming campaigns and devise strategies for improvement.

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

• Contribute to ad copy and campaign messaging development.

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

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

• Resolve technical issues between advertising platforms and client systems.

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

• Report to the Associate Director of Operations, maintaining accountability for client results, 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 while leading client-facing conversations.

• Proven track record in managing campaigns towards specific performance targets while supporting client retention.

• Proficiency in conversion tracking, pixels, and fundamental marketing automation.

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

• Preferred: Experience in financial services marketing.

• Preferred: Familiarity with 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, encompassing vacation, sick leave, and public holidays.

• Opportunities for Training & Development.

• Remote Work options.

• Flexible Scheduling.

• Performance Bonus.