Marketing Manager

Job Description

Job Description

At Euclid Financial Services, our team is comprised of down-to-earth financial professionals from diverse backgrounds, dedicated to helping individuals and families pursue their dream retirements. We believe everyone should be able to live the retirement they’ve always wanted, and that the process should be simple and straightforward. Our professionals work with clients to create flexible, well-thought-out strategies designed to address their unique financial needs and concerns. We recognize that retirement is a life-changing event, and our goal is to support clients through this transition in ways that extend beyond finances.

If you have experience in the financial industry, we are looking for you.

Job Summary: The Marketing Manager will be responsible for building and refining Euclid’s marketing infrastructure, with a focus on performance reporting, accurate attribution, CRM effectiveness, paid media oversight, and the implementation of AI-supported processes. This role is best suited for a detail-oriented marketer who enjoys creating structure, improving measurable results, and connecting marketing activity directly to business growth. The position is fully in-office and closely tied to leadership and sales, requiring strong collaboration along with a high level of independence, ownership, and accountability. If you have worked in the financial arena, you may be the right person for this position.

Duties/Responsibilities: Marketing Systems & Infrastructure ● Audit, rebuild, and maintain accurate lead attribution across all marketing channels. ● Optimize CRM workflows to ensure clean data, consistent reporting, and accurate campaign tracking. ● Maintain and continuously improve booking systems and lead flow processes. ● Develop and maintain a living Marketing Manual documenting processes, KPIs, compliance standards, and campaign playbooks.

Performance Marketing & Campaign Management ● Build, launch, and optimize paid lead generation campaigns across Facebook and YouTube. ● Develop and manage long-form YouTube content strategy focused on retirement-age audiences. ● Continuously test and refine messaging, creative, and targeting to reduce cost per qualified appointment. ● Analyze performance metrics and translate data into actionable improvements.

Revenue Alignment & Conversion Optimization ● Track and improve appointment show rates and lead-to-client conversion ratios. ● Collaborate closely with advisors and sales staff to strengthen marketing-to-sales handoff. ● Support booking or outbound call efforts when needed to maintain team alignment. ● Provide structured reporting on campaign effectiveness, ROI, and pipeline contribution.

AI & Marketing Technology Integration ● Identify and implement AI tools that improve content creation, workflow automation, and performance analysis. ● Stay current on digital marketing and AI advancements to maintain competitive positioning. ● Evaluate and implement marketing automation improvements where appropriate.

Vendor & Budget Management ● Manage marketing vendors, agencies, and creative partners. ● Hold vendors accountable to defined KPIs and timelines.● Present budget strategy and performance reports to executive leadership.

Compliance & Brand Governance ● Collaborate with compliance and leadership to ensure all materials meet regulatory standards. ● Maintain brand consistency across all marketing channels. ● Ensure marketing initiatives reflect firm values and client-centered mission. All other duties as assigned

Required Skills/Abilities: ● Demonstrated experience rebuilding or significantly improving marketing systems. ● Strong proficiency with CRM platforms (Salesforce or similar). ● Advanced understanding of attribution modeling, conversion tracking, and analytics dashboards. ● Hands-on experience managing Facebook and YouTube advertising campaigns. ● Experience working in compliance-heavy industries (financial services, insurance, medical, or legal preferred). ● Working knowledge of AI-driven marketing tools and automation platforms. ● Strong project management and vendor management capabilities. ● Ability to present performance data clearly to executive leadership. ● Excellent written and verbal communication skills. ● High ownership mindset with ability to work independently. ● Team-oriented approach with strong interpersonal skills. ● Professional, disciplined problem-solving style with high accountability and ethical standards

Euclid Financial Services has been in business for 25 years, helping people ages 55-70 to and through their entire retirement.

Company Description

Euclid Financial Services has been in business for 25 years, helping people ages 55-70 to and through their entire retirement.