Mediabistro logo
job logo

Marketing Manager

Bull Oak Financial Advisors · Rancho Santa Fe, CA, USA · Remote ·

Job type:
Full Time

WHAT WE’RE LOOKING FOR 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
OUR OFFER Full-Time
Base Pay: $90K
5% 401(k) Match
Company-Paid Health Insurance
Schedule: Remote Mondays, Onsite Tuesday-Friday
Monthly Wellness Allowance: $150
Flexible PTO
Start Date: Immediate
WHAT YOU WILL DO At Bull Oak, we want someone who takes pride in doing great work.
Our firm already produces leads through search and content. Your primary responsibility will be to improve what already works and add channels we haven't built yet. This is a single-seat position reporting directly to the Founder.
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
Funnel and email drip converting to intro meetings
Long-form video and short clips published on schedule
Everything published on time, after compliance review
One test per quarter, with a written report on outcome & recommendation
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.
PDF Job Description : https://bulloak.com/wp-content/uploads/2026/11/Marketing-Manager-Job-Description-Bull-Oak.pdf

#J-18808-Ljbffr