Financial Advisor Marketing Specialist

Clients Blackbox, Inc.; Oregon; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid Time Off

Training & Development

Work From Home

Flexible Schedule

Performance Bonus

Job summary

Clients Blackbox, Inc. is seeking a Paid Media Strategist / Account Strategist to own client accounts from strategy through execution. You will manage Meta campaigns, monitor results, and contribute to ad messaging while serving as the primary contact for your clients.

The role reports to the Associate Director of Operations and focuses on delivering qualified appointments with high-net-worth prospects. You will collaborate across client relationships, tracking, and technical execution to drive

Qualifications

• 4+ years of hands-on paid media experience.
• Experience managing client-facing conversations.
• Proven ability to reach performance targets while retaining clients.

Responsibilities

• Own a portfolio of client accounts from strategy through execution.
• Lead bi-weekly client calls and prepare performance reports.
• Translate campaign data into actionable recommendations for non-technical clients.
• Build client relationships to support retention, renewals, and referrals.
• Manage Meta campaigns for lead generation and appointments.
• Monitor costs and adjust strategies to improve cost-per-appointment.

Skills

Paid media

Meta advertising

Client relationships

Communication

Project management

Tools

Meta Ads Manager

Calendly

Zapier

Pixels/tracking

Job description

Clients Blackbox is a performance marketing agency specializing 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 more than $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 economics work for their practice. Clients Blackbox is in a major growth period, and we're looking for a Paid Media Strategist / Account Strategist who can own client accounts from strategy through execution.

The Opportunity

This is a hands-on strategist role with responsibility for both client relationships and campaign performance. You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.

What You'll Own

Client Strategy & Relationships

• 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 strong client relationships that support retention, renewals, and referrals
• Solve account issues proactively to support stability and growth

Meta Campaign Management

• 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

Tracking & Technical Execution

• 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

Requirements

• 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

Preferred Experience

• Financial services marketing
• Lead-generation and appointment-setting campaigns
• Video sales letter marketing
• High-ticket or considered-purchase funnels
• Direct-response advertising

How You Work

You take ownership. When something isn't working, you investigate the issue, determine what needs to change, and act. You're comfortable being accountable for results and explaining performance clearly to clients who may not speak marketing. You're organized, detail-oriented, and able to move quickly across multiple accounts without losing sight of the outcome. You want to be responsible for making the account work - not one of several people sharing responsibility for it.

Benefits

• Paid Time Off, including vacation, sick time, and public holidays
• Training & Development
• Work From Home
• Flexible Schedule
• Performance Bonus