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Position Type: Full Time
Location: Philippines (Remote)
Schedule: Full overlap during onboarding, Monday to Friday, 9:00 AM–5:30 PM CT. After onboarding, the schedule can be flexible, with a few hours of overlap in the morning CT for meetings and collaboration.
Our client is a US-based full-service independent financial firm that helps individuals and families establish, manage, and maintain their long-term financial goals. The company focuses on personalized financial planning, retirement planning, and ongoing investment guidance, with an emphasis on helping clients build confidence and clarity around their financial future. The client positions themselves as a client-focused firm that provides tailored strategies and long-term support for every stage of the financial journey.
Our client is looking for a Digital Marketing Specialist to support and optimize their paid digital marketing efforts across platforms such as Google Ads and Meta Ads. This role will focus on driving qualified leads through compliant, data-driven campaigns, including webinar, quiz, assessment, and booking funnels.
The ideal candidate has hands-on experience managing digital advertising campaigns, understands audience targeting and retargeting strategies, and is comfortable working with marketing automation tools, CRM handoffs, and funnel integrations. Experience in financial services, wealth management, or a regulated industry is highly preferred, as this role requires strong attention to compliance, messaging accuracy, and campaign performance.
Paid Ads Management: Create, launch, manage, and optimize campaigns across Meta Ads and Google Ads.
Lead Generation: Drive qualified leads to webinars, quizzes, assessments, and booking funnels.
Audience Targeting: Build and refine targeting for affluent 50+ audiences, including lookalikes and retargeting.
Marketing Automation / Funnel Integration: Ability to manage email automation workflows, CRM handoffs, and booking flow integrations
Tracking & Reporting: Monitor funnel metrics such as CPL, completed assessments, and booked sessions.
Testing & Optimization: A/B test creative, copy, audiences, and landing pages to improve conversions.
Compliance Awareness: Ensure campaigns align with financial services advertising guidelines.
Naturally curious, with a strong desire to continuously learn new tools, trends, and technologies
Takes pride in delivering high-quality work and attention to detail
Creative yet highly organized, able to manage multiple priorities effectively
Strong communicator who proactively shares updates and insights
Self-motivated and takes ownership of tasks and outcomes
Willing to go the extra mile when needed to ensure success
Brings a positive attitude and enjoys collaborating, while staying focused on delivering excellent results
Must-Have
3+ years of experience managing Meta Ads and Google Ads campaigns
Google Ads certification or equivalent hands-on experience managing Google Ads campaigns.
Experience managing $1,500–$7,000+ monthly ad budgets.
Experience running lead generation, quiz, assessment, or webinar funnels
Strong tracking and reporting experience using tools like Facebook Pixel, GTM, GA4, and funnel metrics
Experience using CRM and marketing automation platforms, online scheduling tools, and lead funnel/system integrations
Experience in financial services, wealth management, or a regulated industry
Nice-to-Have
Meta Blueprint certification
Experience with RIAs, fiduciary advisors, or retirement planning firms.
Familiarity with FINRA/SEC advertising guidelines.
Experience with Typeform, ScoreApp, Interact, HubSpot, ActiveCampaign, or Calendly.
LinkedIn Ads experience
Familiarity with retirement planning and financial planning terminology
Basic video editing experience
100% Remote Work
13th Month Pay
Healthcare (HMO)
Comprehensive Fringe Benefits package
Paid Service Incentive Lead (SIL)
Paid Philippines Holidays
Free Learning and Development Programs
We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.
Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.
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