RIA Marketing Manager

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

📋 Description

• Manage a portfolio of client accounts, acting as the primary liaison.

• Conduct bi-weekly client meetings to discuss performance, strategies, priorities, and upcoming actions.

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

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

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

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

• Monitor performance daily and adjust based on cost-per-appointment and other critical metrics.

• Identify underperforming campaigns and devise strategies for performance improvement.

• Experiment with audiences, messaging, and creative assets to uncover opportunities for enhanced results.

• Contribute to ad copy and overall campaign messaging.

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

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

• Resolve technical issues between advertising platforms and client systems.

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

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

⛳️ Requirements

• Minimum of 4 years of hands-on experience in paid media, with a strong emphasis on Meta advertising.

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

• Demonstrated ability to steer campaigns towards established performance objectives while fostering client retention.

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

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

• Experience in financial services marketing is preferred.

• Background in lead-generation and appointment-setting campaigns is preferred.

• Proficiency in video sales letter marketing is preferred.

• Experience with high-ticket or considered-purchase funnels is preferred.

• Knowledge of direct-response advertising is preferred.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Work From Home options available.

• Flexible scheduling to accommodate personal needs.

• Performance-based bonuses.