Financial Services Marketing Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of client accounts, acting as the main point of contact.

• Conduct bi-weekly client calls to discuss performance, strategy, priorities, and upcoming actions.

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

• Convert campaign data into straightforward, actionable recommendations for clients without technical backgrounds.

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

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

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

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

• Daily performance monitoring and campaign adjustments based on cost-per-appointment and other critical metrics.

• Identify underperforming campaigns and devise strategies to enhance outcomes.

• Experiment with audiences, messaging, and creative to uncover better performance opportunities.

• Contribute to ad copy and overall campaign messaging.

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

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

• Address technical issues between advertising platforms and client systems.

• Actively monitor tracking and lead flow to avert issues that could impact client results.

• Report directly to the Associate Director of Operations, ensuring accountability for client outcomes, relationships, and retention.

⛳️ Requirements

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

• Proven track record of managing multiple client accounts and leading client-facing discussions simultaneously.

• Demonstrated ability to steer campaigns toward specific performance targets while maintaining client retention.

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

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

• Preferred: Experience in financial services marketing.

• Preferred: Background in lead-generation and appointment-setting campaigns.

• Preferred: Experience with video sales letter marketing.

• Preferred: Knowledge of high-ticket or considered-purchase funnels.

• Preferred: Skills in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Remote Work options available.

• Flexible Scheduling.

• Performance Bonus opportunities.