Performance Marketing Manager

Allworth Financial ( is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

SUMMARY:

The Performance Marketing Manager will play a critical role in scaling Allworth Financials' digital acquisition engine, owning the day-to-day execution and optimization of paid marketing campaigns across search, social, and programmatic channels. This role sits at the intersection of strategy and execution - translating performance goals into well-run campaigns, sharp analysis, and continuous improvement. The ideal candidate brings hands-on platform expertise, is comfortable moving fluidly between strategy and execution, and knows how to turn performance data into action.

DUTIES AND RESPONSIBILITIES:

• Launch, manage, and continuously optimize paid marketing campaigns across search (SEM), paid social, and programmatic channels to drive measurable acquisition results.
• Monitor campaign performance in real time, identifying trends and implementing data-driven optimizations to improve efficiency and outcomes.
• Partner with external media agencies to ensure campaigns are executed with quality, consistency, and alignment to brand and performance goals.
• Collaborate closely with the creative team to ensure ad assets are on-brand, effective, and optimized for each channel.
• Work with the analytics team to validate performance data, troubleshoot tracking issues, and surface actionable insights using tools such as Google Analytics.
• Maintain accurate, up-to-date campaign tracking and reporting to keep stakeholders informed on performance against targets.
• Support integrated marketing efforts by coordinating with adjacent channels (e.g., email, content) to ensure consistent messaging across the funnel.

EXPERIENCE AND QUALIFICATIONS:

• 4-8 years of hands-on experience in performance marketing, with a track record of managing and optimizing paid media campaigns.
• Direct, hands-on experience running campaigns across SEM, paid social, and programmatic advertising platforms.
• Working knowledge of Google Analytics or comparable analytics platforms to inform optimization decisions.
• Relevant platform certifications a plus (e.g., Google Ads, Google Analytics, Meta/Facebook Blueprint).
• Experience in either an agency or in-house/client-side marketing environment.
• Strong analytical mindset with the ability to interpret performance data and translate it into clear optimization decisions.
• High attention to detail and comfort operating in a fast-paced, metrics-driven environment.
• Effective collaborator who can work cross-functionally with agencies, creative, and analytics partners to keep campaigns on track.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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