Financial Services Marketing Manager
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Job Description
Meta advertising strategist managing financial advisor client accounts and appointment campaigns. Optimizing performance, tracking, and retention for a performance marketing agency.
Responsibilities:
- Own a portfolio of client accounts and serve as the primary point of contact
- Lead bi-weekly client calls covering performance, strategy, priorities, and next steps
- Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls
- Translate campaign data into clear, actionable recommendations for non-technical clients
- Build strong client relationships that support retention, renewals, and referrals
- Solve account issues proactively to support stability and growth
- Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking
- Manage budgets, audience targeting, bid strategies, creative testing, and campaign variables
- Monitor performance daily and make adjustments based on cost-per-appointment and other key metrics
- Diagnose underperforming campaigns and develop strategies to improve results
- Test audiences, messaging, and creative to identify opportunities for stronger performance
- Contribute to ad copy and campaign messaging
- Set up and troubleshoot tracking, Meta pixels, and conversion events
- Configure Calendly integrations, Zapier automations, and lead-routing workflows
- Resolve technical issues between advertising platforms and client systems
- Proactively monitor tracking and lead flow to prevent issues from affecting client results
- Report to the Associate Director of Operations and remain accountable for client results, relationships, and retention
Requirements:
- 4+ years of hands-on paid media experience, with a strong focus on Meta advertising
- Experience simultaneously managing multiple client accounts and leading client-facing conversations
- Proven ability to manage campaigns toward defined performance targets while supporting client retention
- Experience with conversion tracking, pixels, and basic marketing automation
- Strong communication, organization, and problem-solving skills
- Preferred: Financial services marketing
- Preferred: Lead-generation and appointment-setting campaigns
- Preferred: Video sales letter marketing
- Preferred: High-ticket or considered-purchase funnels
- Preferred: Direct-response advertising
Benefits:
- Paid Time Off, including vacation, sick time, and public holidays
- Training & Development
- Work From Home
- Flexible Schedule
- Performance Bonus
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