Financial Services Marketing Manager

Accountabilities:

This role is responsible for managing client accounts end-to-end while executing and optimizing high-performance paid media campaigns that drive qualified appointments in the financial services sector.

• 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

Requirements: This role requires strong paid media expertise, client-facing experience, and the ability to operate independently in a performance-driven environment.

• 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

• Experience in financial services marketing or high-ticket, considered purchase funnels is strongly preferred

• 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

Benefits:

• Paid Time Off including vacation, sick leave, and public holidays

• Remote work environment with flexible scheduling

• Training and professional development opportunities

• Performance-based bonus structure

• Opportunity to work with high-value financial services clients and complex lead generation systems

• Collaborative, performance-driven team culture focused on measurable outcomes.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1