Financial Services Marketing Manager in United States at Jobgether
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Job Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Marketing Manager based in the United States.
This role is a high-impact blend of paid media strategy, client leadership, and performance marketing execution within the financial services space. You will own end-to-end management of Meta advertising campaigns designed to generate qualified appointments for high-net-worth prospects. Acting as both strategist and hands-on operator, you will be responsible for driving measurable client outcomes, optimizing campaign performance, and ensuring strict alignment with cost-per-acquisition and conversion targets. The role requires close collaboration with financial advisors and internal teams to translate business goals into high-performing ad systems. You will serve as the primary client contact, building trusted relationships while continuously improving results. This is a fast-paced, accountability-driven environment where performance, ownership, and client success define day-to-day impact.
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
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
- 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.