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, strategies, priorities, and next steps.

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

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

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

• Proactively address account issues to ensure stability and growth.

• Create, 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 adjust based on cost-per-appointment and other significant metrics.

• Identify underperforming campaigns and devise strategies to enhance results.

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

• Contribute to the development of ad copy and campaign messaging.

• 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.

• Actively monitor tracking and lead flow to avert issues that may impact 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, with a strong emphasis on Meta advertising.

• Proven experience in managing multiple client accounts while leading client-facing discussions.

• Demonstrated ability to steer campaigns towards specific performance targets while ensuring client retention.

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

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

• Preferred: Experience in financial services marketing.

• Preferred: Knowledge of lead-generation and appointment-setting campaigns.

• Preferred: Background in video sales letter marketing.

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

• Preferred: Proficiency in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Ability to Work From Home.

• Flexible Scheduling options.

• Performance Bonuses.