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Digital Marketing Manager

Camarda Wealth Advisory Group
Email

Must currently be in the Jacksonville, FL area.

The Digital Marketing Manager will design, execute, systematically document, and optimize the comprehensive digital marketing footprint, marketing automation infrastructure, and lead distribution pipeline for a premier, national wealth management firm.

This multi-faceted role requires hands-on campaign execution (Meta/Google Ads, WordPress landing page builds, and Pardot automation), vendor management (SEO contractors and freelance video editors), and rigorous system oversight via a highly customized Salesforce CRM. Working in close tandem with the Sales Manager, this role ensures marketing-generated leads are flawlessly tracked, distributed seamlessly, and followed up on efficiently by the advisory team, all while strictly adhering to SEC compliance frameworks.

Key Responsibilities

1. Offer Development & Campaign Architecture

  • Strategic Offer Creation: Assist in developing the marketing offers themselves (e.g., high-value financial guides, digital assessments, webinars, consultation hooks) rather than just building the ads promoting them.
  • Rigorous Campaign Briefs: Write a comprehensive campaign brief prior to any structural build, defining the business objective, audience profiling, strict exclusions, offer details, target KPIs, creative direction, and test hypotheses.
  • Data-Backed Budgeting: Proactively recommend the budget required for a campaign to realistically achieve its objectives, providing mathematical rationale rather than executing blindly to arbitrary numbers.
  • Pre-Launch Kill Criteria: Numerically define success metrics and strict "kill criteria" for ad spend before any campaign is set live.

2. Paid Ads & Multi-Channel Content Optimization

  • Ad Management & Diagnostics: Build, launch, and optimize paid acquisition campaigns within Google Ads and Meta Ads Manager. Diagnose weak results accurately by isolating whether the breakdown is a creative, audience, offer, landing page, or tracking failure.
  • Downstream Metric Optimization: Optimize campaigns against cost-per-qualified lead and cost-per-appointment set/held, rather than vanity metrics like CTR or CPM.
  • Audience Exclusion & Suppression: Build and maintain strict audience exclusion and suppression lists to prevent wasted ad spend on existing wealth management clients and prospects already active in the sales pipeline.
  • A/B Test Discipline: Enforce strict scientific A/B testing protocols (testing one variable at a time, securing adequate sample sizes, and forbidding the premature calling of "winners" on day two).
  • Budget Pacing & Asset Libraries: Manage daily budget pacing and ad frequency thresholds to avoid audience fatigue. Maintain a centralized, tested-creative library where winning and losing variants systematically inform the next generation of creatives.
  • Organic Channel Distribution: Schedule and publish high-performing short-form video content and written financial articles via Vista Social across FB, IG, YouTube, and LinkedIn platforms.

3. Tracking, Attribution & Automation Integrity

  • Pixel & API Infrastructure: Install, audit, and verify Meta Pixels, Meta Conversions API (CAPI) events, Google Ads conversion tracking, and GA4 custom events.
  • Tag & Analytics Management: Maintain a deep operational knowledge of GA4 Events Manager and Google Tag Manager, actively collaborating with external technical vendors to guarantee flawless data collection.
  • UTM Taxonomy Enforcer: Own and enforce a rigid, company-wide UTM taxonomy across all paid, organic social, and email channels.
  • Attribution Persistence: Ensure UTM values reliably persist through WordPress landing pages, hidden form fields, and transfer cleanly onto the correct Salesforce lead record without data drop-offs.
  • Pardot Automation Ownership: Build and maintain Pardot forms, form handlers, completion actions, autoresponder sequences, nurture tracks, dynamic segmented lists, and lead scoring matrices.
  • Salesforce Sync Alignment: Continually verify that the Pardot-to-Salesforce sync behaves exactly as intended, including the automated creation and updating of CRM campaign members.

4. Routine QA & Automation Monitoring

  • Scheduled End-to-End Testing: Run regularly scheduled end-to-end pipeline tests (submitting live forms, confirming autoresponders arrive, verifying the lead lands in Salesforce with the correct source/routing, and confirming the conversion event fires across pixels).
  • Proactive Breakage Response: Treat silent automation breakage resulting from platform API updates as an expected, routine part of the job rather than a surprising exception.
  • QA Documentation: Maintain a documented, structured QA checklist and testing cadence to catch errors before they impact revenue.

5. Landing Page Build & Conversion Optimization

  • WordPress Page Ownership: Personally build, design, and iterate landing pages within WordPress, maintaining direct publish rights.
  • CRO Management: Take full ownership of layout design, copy refinement, strategic form styling/field count adjustments, mobile responsiveness, page speed optimization, and thank-you page conversion tracking.
  • Systematic Page Testing: Test individual page elements systematically over time rather than completely rebuilding landing pages from scratch for every new campaign.

6. Email Marketing Program Ownership

  • Email Suite Architecture: Take absolute ownership of the firm’s rebuilt email ecosystem, managing complex nurture tracks, advanced list segmentation, sending cadences, continuous list hygiene, email suppressions, and bounce handling.
  • Deliverability Infrastructure: Understand and monitor sending reputation and domain authentication standards (SPF, DKIM, DMARC).
  • Vendor Operations: Manage the primary relationship and operational efficiency of the email platform/vendor post-transition.

7. Video Production Management & AI Integration

  • Production Direction & QC: Direct and quality-control the production of short-form and long-form video content. (Hands-on video editing capability in Descript and DaVinci Resolve is highly preferred, but the primary role is scaling output through external freelance editors/agencies).
  • AI Tool Maximization: Effectively utilize AI-assisted tools for creative variants, hook generation, script variations, captions, and graphic design, using professional human judgment to evaluate and polish the final output.
  • Data Feedback Loop: Feed video audience retention findings (e.g., where viewers drop off in a Reel or Short) directly back into paid ad creative strategies.

8. Salesforce Lead Pipeline & Sales Manager Partnership

  • Salesforce Architecture Monitoring: Monitor lead capture within a highly customized Salesforce CRM, ensuring flawless routing rules are enforced.
  • Sales Manager Collaboration: Partner directly with the internal Sales Manager to provide clear visibility into pipeline health. Monitor advisory response times and follow-up activities in Salesforce to protect marketing ROI without acting as the direct manager of the sales reps.
  • Two-Tier Reporting: Build, maintain, and deliver a clean two-tiered reporting package:
    1. Executive Package: Track macro metrics including spend, lead volume by source, cost-per-lead, cost-per-appointment set and held, cost-per-closed relationship, and macro growth trends.
    2. Marketing Diagnostic Package: Track micro metrics including creative-level performance, video hook retention, landing page conversion rates, form abandonment drop-offs, audience segment performance, and test results detailing what was learned.

9. Systemization, Documentation & Compliance

  • Modular Building: Build reusable templates, strict naming conventions, and modular asset components so that executing the next campaign is a matter of configuration, not structural reconstruction. Explicitly: adding another orphaned form to the digital pile is not an acceptable solution.
  • Continuity Documentation: Thoroughly document own configurations, tracking taxonomies, and automation workflows so the firm's marketing program can seamlessly survive a vacation, a platform update, or a personnel change.
  • Compliance Routing: Route all paid advertising, landing pages, and organic social content through the Chief Compliance Officer (CCO) for pre-approval prior to publication.
  • SEC Marketing Rule Awareness: Maintain a strong working awareness of SEC marketing rule requirements, specifically regarding testimonials/endorsements, performance presentation formatting, and prohibited claims. Maintain organized advertising records and approval documentation for regulatory examination readiness.

Skills and Qualifications

  • Experience: 3–5+ years of technical digital marketing experience managing paid acquisition, multi-channel social management, and complex marketing automation pipelines. High-end financial services or wealth management experience is a massive plus.
  • Automation & CRM Mastery: Deep, demonstrable experience running Pardot (or highly advanced HubSpot/Marketo setups) tightly integrated with a highly customized Salesforce CRM environment.
  • Tracking Competency: Proven expert-level execution in managing Google Tag Manager, GA4 event setups, Meta Pixel/CAPI installations, and structured UTM attribution mapping.
  • Web & Editing Tools: Technical proficiency building landing pages in WordPress. Experience directing video workflows, utilizing Descript, DaVinci Resolve, and leveraging modern AI-assisted creative tools.
  • Compliance Mindset: Comfort operating within a highly regulated environment, working directly with a CCO, and staying organized for audit readiness.
  • Operational Discipline: An obsessive approach to documentation, testing cadences, and building reusable marketing systems rather than ad-hoc fixes.