C

Clients Blackbox

Client acquisition for financial advisors

Direct Response Strategist

Full-TimeUpdated on 10/1/2026
No salary listed
Mid, Senior
Remote in USA
Remote

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.
  • Proactively solve account issues 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 adjust campaigns 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 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.

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