C

Clients Blackbox

Client acquisition for financial advisors

Paid Acquisition Lead

Full-Time
No salary listed
Senior
Remote in USA
Remote

About the job

Requirements
  • At least 5 years of hands-on paid media experience with substantial Meta advertising responsibility.
  • Experience simultaneously managing multiple client accounts and leading client-facing strategy conversations.
  • Proven ability to manage campaigns toward defined performance targets while supporting client retention.
  • Strong direct-response copywriting skills, including ad copy and scripts.
  • Experience developing and testing creative concepts, hooks, angles, and messaging.
  • Experience with conversion tracking, pixels, and basic marketing automation.
  • Strong communication, organization, analytical, and problem-solving skills.
Responsibilities
  • Own a portfolio of client accounts and serve as the primary strategic point of contact.
  • Lead bi-weekly client calls covering performance, strategy, testing priorities, and next steps.
  • Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls.
  • Translate performance data into clear recommendations and strategic decisions.
  • Build client relationships that support retention, renewals, and referrals.
  • Proactively identify and address account risks and opportunities.
  • Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking.
  • Manage budgets, audiences, bid strategies, account structure, and creative testing.
  • Monitor daily performance against cost-per-appointment and other key acquisition metrics.
  • Diagnose underperforming campaigns and determine where changes are most likely to improve results.
  • Develop structured testing strategies across audiences, offers, messaging, creative, and campaign variables.
  • Write direct-response ad copy and video sales letter scripts for financial services audiences.
  • Develop hooks, angles, offers, and messaging variations for testing.
  • Use performance data to generate new creative and messaging hypotheses.
  • Collaborate with video editors and provide clear creative direction.
  • Use artificial intelligence tools to accelerate research and copy development while maintaining quality and strategic judgment.
  • Set up and troubleshoot tracking, Meta pixels, and conversion events.
  • Configure Calendly integrations, Zapier automations, and lead-routing workflows.
  • Identify and resolve technical issues between advertising platforms and client systems.
  • Evaluate performance across media, messaging, tracking, and lead flow to identify the source of funnel problems.
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.
  • Performance marketing agency experience.
  • Direct-response advertising experience.

About the company

Clients Blackbox is a marketing and appointment-generation company serving registered investment advisers and financial planning firms. It develops branded video advertising, audience targeting, funnels and follow-up systems intended to produce qualified prospect conversations. The company manages campaign components for advisory practices rather than selling financial products to consumers itself. Its niche positioning combines paid social media, creative production and lead conversion around the compliance-conscious customer-acquisition needs of independent wealth management businesses. Its workforce brings together technical specialists, client delivery teams and business operations.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A