Marketing Manager

Rancho Santa Fe, CA (Hybrid)

Salary Not AvailableMid Level4+ years expFull time

Posted 15 hrs ago

Job Summary

Own the end-to-end marketing program: content creation, vendor management, paid media, video and social publishing, CRM transitions, and compliance, with quarterly tests and clear cost metrics.

  • Lead funnel and email drip conversions to intro meetings
  • Maintain cost per lead and acquisition cost by channel
  • Publish long-form video and clips on schedule

Job Description

Responsibilities

  • Blog, newsletter, and email sequence. Take the Founder’s writing twice a month, source graphics, publish, send. Keep improving the email sequence.
  • Website and SEO vendors. Manage our web and content vendors, and edit their drafts to our voice before anything publishes.
  • Google Ads, retargeting, and the test budget. Build and improve campaigns, keep cost per lead within target, and run one new test a quarter.
  • YouTube, short-form, and social. Publish long-form video, splice it into clips, build infographics, post on socials, and answer comments in our voice.
  • Marketing CRM and monthly reporting. Transition CRM to HubSpot, track every lead from first touch to signed client, and report cost per lead and acquisition cost by channel.
  • Marketing compliance. Run all public-facing marketing through our compliance team and archive.
  • Core outcomes, first 12 months
  • You are successful if:
  • Cost per lead and acquisition cost known by channel
  • Google Ads and retargeting are live and within the cost target

Requirements

  • 4-6 years in marketing
  • Ability to write well without using AI (posts, emails, blogs, etc.)
  • Experience managing a marketing CRM
  • A positive and enthusiastic attitude
  • Attention to detail
  • Financial services experience preferred

Benefits

  • Company-Paid Health Insurance
  • Monthly Wellness Allowance: $150
  • Flexible PTO
  • Start Date: Immediate
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Bull Oak Financial Advisors

Bull Oak Financial Advisors is a fee-only fiduciary financial advisor in San Diego. We bring together financial planning, investment management, and tax planning under one roof and one fee. Our process is personalized and methodical. We help you organize and optimize your money so you can retire with confidence. You worked hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Schedule a meeting with us to see what we can accomplish together.

Founded in 2014
Rancho Santa Fe, California, USA
11 employees (1 in marketing)

Salaries

Marketing Manager median pay in the United States

$88K/yr

Most pay falls between $75K and $105K. Based on 1,261 salaries.

See all Bull Oak Financial Advisors salaries

Marketing Team

Marketing Roles Posted (Last 30 Days)
1

Traffic Signals

Monthly Visitors
6.2K
Traffic Source Mix
Search
24%
Direct
38.8%
Referral
10.2%
Social
5.3%
Paid
7.1%

Headcount Trend

Current headcount: ~11
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Marketing Manager

Bull Oak Financial Advisors · Rancho Santa Fe, CA · Hybrid