Wealth Management Marketing Manager

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

📋 Description

• Take ownership of client accounts and act as the main point of contact.

• Conduct bi-weekly client meetings to assess performance, strategize, and agree on next steps.

• Distribute performance reports 24 hours prior to scheduled calls.

• Cultivate trust and relationships that foster renewals and referrals.

• Create, launch, and enhance Meta advertising campaigns aimed at lead generation and appointment booking.

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

• Track daily performance and adjust strategies to achieve cost per appointment targets.

• Diagnose underperforming campaigns and formulate intervention strategies.

• Compose ad copy and video sales letter scripts tailored for financial services audiences.

• Generate hooks, angles, and messaging variations for testing purposes.

• Collaborate with video editors to produce creative content.

• Leverage AI tools to expedite copywriting while ensuring quality is maintained.

• Implement tracking, pixels, and conversion events effectively.

• Set up integrations with Calendly, automate processes using Zapier, and manage lead routing.

• Resolve technical issues that arise between ad platforms and client systems.

⛳️ Requirements

• A minimum of 5 years of experience in paid media, with a focus on Meta advertising.

• Proven ability to manage multiple client accounts at the same time.

• Demonstrable success in meeting performance targets and retaining clients.

• Exceptional copywriting skills with the capacity to craft engaging ad copy and scripts.

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

• Experience within the financial services sector.

• Knowledge of lead generation and appointment-setting campaigns.

• Understanding of video sales letter marketing methodologies.

• Experience with high-ticket and considered purchase funnels.

🏝️ Benefits

• Paid Time Off (Vacation, Sick & Public Holidays)

• Training & Development

• Work From Home

• Flexible Schedule

• Performance Bonus