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Clients Blackbox

Builds Meta ad campaigns for financial advisory firms

Performance Marketing Strategist

Performance & Paid MarketingConfirmed live in the last 24 hours
Full-timeTampa, FL, USARemote

About the Job

Requirements

  • At least 4 years of hands-on paid media experience, with a strong focus on Meta advertising.
  • Experience simultaneously managing multiple client accounts and leading client-facing conversations.
  • Proven ability to manage campaigns toward defined performance targets while supporting client retention.
  • Experience with conversion tracking, pixels, and basic marketing automation.
  • Strong communication, organization, and problem-solving skills.

Responsibilities

  • Own a portfolio of client accounts and serve as the primary point of contact.
  • Lead bi-weekly client calls covering performance, strategy, priorities, and next steps.
  • Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls.
  • Translate campaign data into clear, actionable recommendations for non-technical clients.
  • Build client relationships that support retention, renewals, and referrals.
  • Solve account issues proactively to support stability and growth.
  • Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking.
  • Manage budgets, audience targeting, bid strategies, creative testing, and campaign variables.
  • Monitor performance daily and make adjustments based on cost-per-appointment and other key metrics.
  • Diagnose underperforming campaigns and develop strategies to improve results.
  • Test audiences, messaging, and creative to identify opportunities for stronger performance.
  • Contribute to ad copy and campaign messaging.
  • Set up and troubleshoot tracking, Meta pixels, and conversion events.
  • Configure Calendly integrations, Zapier automations, and lead-routing workflows.
  • Resolve technical issues between advertising platforms and client systems.
  • Proactively monitor tracking and lead flow to prevent issues from affecting client results.

Desired Qualifications

  • Experience in financial services marketing.
  • Experience with lead-generation and appointment-setting campaigns.
  • Experience with video sales letter marketing.
  • Experience with high-ticket or considered-purchase funnels.
  • Experience with direct-response advertising.

About the Company

Clients Blackbox

Builds Meta ad campaigns for financial advisory firms

Clients Blackbox is a marketing agency that runs Meta advertising campaigns for registered investment advisers and other financial services firms. Its AUM OS method combines branded video advertising, educational videos and booking pages to connect advisory teams with prospective clients. The company scripts and produces creative, manages campaign delivery and coordinates with clients on the compliance requirements of financial advertising. It serves wealth management firms, retirement planning businesses and related investment organisations, with an emphasis on reaching people who have assets to invest. Founded in 2021, Clients Blackbox is headquartered in Newark, Delaware, United States.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Newark, DE
Founded
2021

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