Performance Marketing Strategist

USA (Remote)

Salary Not AvailableSenior Level5+ years expFull time

Posted 2 months ago

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Job Summary

Own end-to-end performance-driven paid media programs for financial services clients, balancing lead-gen and appointment-setting goals while protecting renewals and referrals.

  • Lead generation and appointment booking campaigns on Meta with budget, targeting, bid strategies, and creative testing.
  • Manage campaign budgets, audience targeting, bid strategies, and creative testing.
  • Monitor daily performance and make adjustments to hit cost per appointment targets.

Job Description

Own end-to-end performance-driven paid media programs for financial services clients, balancing lead-gen and appointment-setting goals while protecting renewals and referrals.

  • Lead generation and appointment booking campaigns on Meta with budget, targeting, bid strategies, and creative testing.
  • Manage campaign budgets, audience targeting, bid strategies, and creative testing.
  • Monitor daily performance and make adjustments to hit cost per appointment targets.
  • Troubleshoot underperforming campaigns and develop intervention strategies.
  • Write ad copy and video sales letter scripts for financial services audiences.
  • Develop hooks, angles, and messaging variations for testing.
  • Collaborate with video editors on creative production.
  • Use AI tools to accelerate copywriting while maintaining quality.
  • Set up tracking, pixels, and conversion events.
  • Configure Calendly integrations, Zapier automations, and lead routing.
  • Maintain client relationships to drive renewals and referrals.
  • Collaborate with cross-functional teams to align on strategy and outcomes.
  • Troubleshoot technical issues between ad platforms and client systems.
Clients Blackbox, Inc. logo

Clients Blackbox, Inc.

At Clients Blackbox, we specialize in building scalable, predictable growth systems for retirement planning RIAs. Our exclusive Performance Branding System helps firms acquire $1.5M AUM clients for up to 60% cheaper.With over $10M invested and 3,000+ tests conducted exclusively for retirement-focused RIAs, we’ve perfected a system that delivers compliance-ready, high-quality leads your advisors will love. From 90-second video ads to Typeform qualification and seamless Calendly scheduling, our proven funnel delivers results consistently.✨ What We Do:📈 Develop compliant, retirement-specific campaigns tailored to your firm.🎯 Optimize ad spend with precise targeting and data-driven insights.💻 Provide unlimited IT support for tools like Calendly, Zoom, and Salesforce.📊 Aggregate industry-wide data to keep your firm ahead of the curve.🤝 Deliver founder-led, boutique care with senior-level oversight on all campaigns.✨ Why Work With Us?💰 Clients achieve $4.5M–$6M AUM monthly from 3–4 new clients.🚀 Unlike generalist agencies, we exclusively serve retirement-focused RIAs for unparalleled expertise.At Clients Blackbox, you’re not just another number. We combine the agility of a boutique firm with enterprise-level execution, ensuring every dollar of ad spend is maximized.📩 Ready to scale your AUM predictably? Let’s talk about how we can help.

Founded in 2021
Newark, Delaware, USA
7 employees (4 in marketing)

Traffic Signals

Monthly Visitors
937
Monthly Google Ads Budget
$2.7K
Traffic Source Mix
Search
26.1%
Direct
39.4%
Referral
14.8%
Social
15.3%
Paid
4.3%

Headcount Trend

Current headcount: ~7

Marketing Team

Marketing Team Size
3 (43% of company)