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Fusion CPA is seeking a part-time/ freelance fractional retainer to own Meta advertising strategy, create lead-focused content, and manage campaigns for high-net-worth audiences. You will ensure compliance with financial advertising rules while coordinating with the Marketing Manager remotely.
The role emphasizes end-to-end campaign ownership, monthly optimization, and clear reporting on spend and booked consultations. Flexible hours and scalable engagement are offered.
Employment type: Part-time / Freelance Contract / Fractional Retainer Time commitment: 10-12 hours per month (with potential to scale based on performance) Setup phase: approx. 20-25 hours across Months 1–2. Ongoing retainer: approx. 10-12 hours per month (strategy, content, management, and reporting), with potential to scale based on performance.
Location: Remote Reporting To: Marketing Manager
Meta workspace architecture: Build, configure, and secure the company’s Meta Business Manager, Ads Accounts, Facebook/Instagram pages, and asset permissions from scratch. Advanced tracking Implementation: Deploy and verify the Meta Pixel and Conversions API (CAPI) via Google Tag Manager (GTM) to ensure accurate attribution. HubSpot and funnel integration: Integrate Meta lead forms and landing pages natively with HubSpot CRM, workflows, and the firm’s scheduling/calendar software to ensure zero lead leakage and automated data syncing.
HNW Target Architecture: Design, launch, and scale sophisticated Facebook and Instagram campaigns specifically tailored to attract and convert affluent audiences. Monthly Content Refresh: Write and ship new ad copy and creative variations each month to prevent ad fatigue, and test new hooks, formats and offers against the testing roadmap. Financial Compliance Management: Proactively manage and navigate Meta's strict Special Ad Categories, financial services, and credit advertising policies to ensure 100% compliance and avoid ad rejections. Performance Optimization: Monitor campaign health, optimize bidding strategies, refine audience targeting, and pass downstream conversion data (e.g., actual booked calls) to Meta to train the algorithm. Monthly Reporting: Send a monthly report covering spend, cost per lead, cost per booked call. Recommend next month's budget split, then walk the Marketing Manager through it on a monthly review call.