RIA Marketing Manager

Posted 3 days ago

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

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

• Conduct bi-weekly client calls discussing 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 recommendations for clients with non-technical backgrounds.

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

• Proactively resolve account issues to promote stability and growth.

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

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

• Monitor performance on a daily basis and adjust strategies based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and formulate strategies to enhance results.

• Experiment with audiences, messaging, and creative elements to discover 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 integrations with Calendly, automate workflows using Zapier, and manage lead-routing processes.

• Address technical issues between advertising platforms and client systems.

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

• Report to the Associate Director of Operations, taking responsibility for client results, relationships, and retention.


⛳️ Requirements

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

• Proven experience managing multiple client accounts and leading client-facing discussions simultaneously.

• Demonstrated ability to manage campaigns to meet defined performance targets while enhancing 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: 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, which includes vacation, sick leave, and public holidays.

• Opportunities for Training & Development.

• Option to Work From Home.

• Flexible Scheduling.

• Performance Bonuses.

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