Allworth Financial
Allworth Financial

57 Allworth Financial Operations Manager Jobs Hiring Near You

SUMMARY We're currently seeking a Tax Preparer for our Allworth office. The Tax Advisor is ... Participate in tax strategy discussions with clients and collaborate with their financial advisors

Sr. Data Engineer

Dallas, TX

$113K - $136K/yr

The position will work with the Analytics & Insights team at Allworth Financial to optimize the ... Experience with pipeline orchestration, scheduling, dependency management, and failure recovery.

Tax Manager

Dallas, TX · Hybrid

$109K - $143K/yr

The Tax Manager is responsible for tax services provided to clients such as federal, state and ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Cincinnati, OH · Hybrid

$100K - $150K/yr

The Tax Manager is responsible for tax services provided to clients such as federal, state and ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Walnut Creek, CA · Hybrid

$130K - $180K/yr

The Tax Manager is responsible for tax services provided to clients such as federal, state and ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Folsom, CA · Hybrid

$130K - $180K/yr

The Tax Manager is responsible for tax services provided to clients such as federal, state and ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Dallas, TX · Hybrid

$109K - $143K/yr

The Tax Manager is responsible for tax services provided to clients such as federal, state and ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Service Associate

Walnut Creek, CA

$17.50 - $23.25/hr

Operations * Ensures a seamless onboarding experience and works with clients to set a great first ... Advanced proficiency in CRM systems, custodial platforms, and financial planning software

... smooth operation of client services. This is a full-time, Non-Exempt role based out of our ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Staff Accountant

Walnut Creek, CA · Hybrid

$68K - $78K/yr

The ideal candidate is dependable, able to work accurately with financial information, and eager to ... staff, and management * Performs other duties as assigned QUALIFICATIONS: * BS/BA Degree ...

Participate in tax strategy discussions with clients and collaborate with their financial advisors ... and management * Performs other duties as assigned QUALIFICATIONS * BS/BA Degree, accounting ...

Service Associate

Cincinnati, OH

$15 - $20.25/hr

... operation of client services. This is a full-time, Non-Exempt role based out of our BlueAsh ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...

Showing results 41-57

Performance Marketing Manager

Dallas, TX • On-site

Full-time

Posted 17 days ago


Job description

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.