Financial Advisor Marketing Specialist

About Clients Blackbox

Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country.

We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Financial Advisor Marketing Specialist) who owns their accounts end to end.

The Opportunity

This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you.

You'll report to the Associate Director of Operations and have direct responsibility for client retention and results.

Role and Responsibilities

Client Ownership

• Own client accounts and serve as the primary point of contact
• Run bi-weekly client calls to review performance, discuss strategy, and align on next steps
• Send bi-weekly performance reports 24 hours before scheduled calls
• Build trust and relationships that drive renewals and referrals

Paid Media Execution

• Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking
• Manage campaign budgets, audience targeting, bid strategies, and creative testing
• Monitor daily performance and make adjustments to hit cost per appointment targets
• Troubleshoot underperforming campaigns and develop intervention strategies

Technical Setup

• Set up tracking, pixels, and conversion events
• Configure Calendly integrations, Zapier automations, and lead routing
• Troubleshoot technical issues between ad platforms and client systems

Required Experience

• 5+ years of experience in paid media, specifically Meta advertising
• Experience managing multiple client accounts simultaneously
• Proven track record of hitting performance targets and retaining clients
• Experience with conversion tracking, pixels, and basic marketing automation

Preferred Experience

Experience in the financial services vertical. Understanding of lead generation and appointment-setting campaigns. Familiarity with video sales letter marketing methodology. Experience with high-ticket, considered purchase funnels.

Skills and Attributes

You take ownership. When something breaks, you fix it. You don't wait for someone to tell you what to do. Strong communicator who can explain performance data to non-technical clients. Detail-oriented but able to move fast. Comfortable with direct client interaction and accountability for results. You want to be the person responsible, not one of three people sharing responsibility.

• Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development
• Work From Home
• Flexible Schedule
• Performance Bonus