Wealth Management 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.

• Facilitate bi-weekly client meetings to discuss 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 straightforward, actionable insights for non-technical clients.

• Cultivate strong client relationships that 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 various campaign elements.

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

• Identify underperforming campaigns and devise strategies to enhance results.

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

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

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

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

• Address technical challenges between advertising platforms and client systems.

• Actively monitor tracking and lead flow to mitigate issues that could impact client results.

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

⛳️ Requirements

• A minimum of 4 years of hands-on experience in paid media, with a significant emphasis on Meta advertising.

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

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

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

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

• Preferred: Experience in financial services marketing.

• Preferred: Background in lead generation and appointment-setting campaigns.

• Preferred: Experience with video sales letter marketing.

• Preferred: Knowledge of 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 Bonus.