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 to discuss performance, strategies, priorities, and next steps.

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

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

• Cultivate strong client relationships to enhance retention, renewals, and referrals.

• Proactively address account issues to promote stability and growth.

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

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

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

• Identify underperforming campaigns and create strategies to enhance results.

• Test different audiences, messaging, and creative assets to uncover better performance opportunities.

• Contribute to ad copy and campaign messaging efforts.

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

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

• Address technical issues arising between advertising platforms and client systems.

• Actively monitor tracking and lead flow to avoid issues that could impact client outcomes.

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

⛳️ Requirements

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

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

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

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

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

• Preferred: 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 sales funnels.

• Preferred: Expertise 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.

• Performance-Based Bonus.