Financial Services Marketing Manager

New
USFull-TimeManager
Salary not disclosed
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Job Details

Experience
5+ years
Required Skills
Lead GenerationCRM

Requirements

  • 5+ years of experience in paid media, with a strong focus on Meta advertising platforms
  • Proven experience managing multiple client accounts with responsibility for performance and retention
  • Strong copywriting ability, particularly for direct-response advertising and scripted video content
  • Experience with conversion tracking systems, pixels, and basic marketing automation tools
  • Demonstrated success in meeting or exceeding performance KPIs in lead generation or appointment-setting campaigns
  • Excellent communication skills with the ability to translate performance data into clear client insights
  • Strong ownership mindset with the ability to independently troubleshoot, optimize, and drive results
  • Detail-oriented, fast-moving, and comfortable working directly with clients in a high-accountability environment

Responsibilities

  • Own a portfolio of client accounts and act as the primary point of contact, ensuring strong communication, alignment, and retention
  • Lead bi-weekly client performance calls, presenting insights, strategic recommendations, and next steps
  • Deliver clear, data-driven performance reports in advance of client meetings to support transparency and accountability
  • Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment setting
  • Manage budgets, targeting, bidding strategies, and creative testing to consistently meet cost-per-appointment goals
  • Write compelling ad copy and video sales letter scripts tailored to financial services audiences
  • Collaborate with creative teams on content development while leveraging AI tools to improve speed and output quality
  • Implement and troubleshoot tracking systems, including pixels, conversion events, and CRM or automation integrations
  • Identify underperforming campaigns and execute optimization strategies to improve results and efficiency
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