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Clients Blackbox

Builds Meta ad campaigns for financial advisory firms

Performance Marketing Lead

Performance & Paid MarketingConfirmed live in the last 24 hours
Full-timeRemote in USARemote

About the Job

Requirements

  • At least 5 years of hands-on paid media experience, including substantial Meta advertising responsibility.
  • Experience managing multiple client accounts simultaneously and leading client-facing strategy conversations.
  • 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 which 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 AI 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

  • Financial services marketing.
  • Lead-generation and appointment-setting campaigns.
  • Video sales letter marketing.
  • High-ticket or considered-purchase funnels.
  • Performance marketing agency experience.
  • Direct-response advertising.
  • For consideration at the upper compensation range, hands-on experience developing and optimizing direct-response ad copy, video scripts or video sales letters, creative hooks, messaging angles, and conversion-focused funnels; measurable improvements in campaign performance, lead quality, conversion rates, and booked appointments resulting from creative contributions; and, strongly preferred, experience in financial services, Registered Investment Advisor marketing, and compliance-sensitive 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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