RIA Marketing Manager

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

📋 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 distribute bi-weekly performance reports at least 24 hours prior to scheduled calls.

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

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

• Address account issues proactively to ensure stability and promote growth.

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

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

• Monitor performance daily, making adjustments based on cost-per-appointment and other essential metrics.

• Identify underperforming campaigns and formulate strategies to enhance results.

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

• Contribute to ad copy and campaign messaging development.

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

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

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

• Proactively oversee tracking and lead flow to mitigate any issues that may impact client outcomes.

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

⛳️ Requirements

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

• Experience managing multiple client accounts concurrently and leading client-focused discussions.

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

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

• Strong 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, which includes vacation, sick leave, and public holidays.

• Opportunities for Training & Development.

• Flexible working from home options.

• Flexible scheduling to accommodate personal needs.

• Performance-based bonus structure.