Responsibilities

• Full-Funnel Campaign Strategy: Position Clockwork Advisor's proprietary technology, intelligent screening systems, and bi-annual Mastermind events to build predictable advisor acquisition channels.
• Direct-Response Copywriting: Draft aggressive, high-converting email campaigns, nurture drips, news articles, and advertorials designed to weed out weak performers early and compel top 1% advisors to apply to our program.
• Executive Performance Reporting: Track, analyze, and report critical acquisition KPIs (CPA, lead-to-booked-call ratios, email deliverability, open/CTR metrics) directly to the SVP of Growth.
• Relentless A/B Testing: Apply a fierce growth mindset to break past conversion plateaus, constantly split-testing hooks, headlines, email copy, and offer positioning.
• Support of B2C Content (Living Trusts): Support content creation for our B2C new digital purchase (ecommerce) offering for new website launch including articles, white papers, and lead magnets.
• Automation and AI: Use Gemini and other AI to improve processes and accelerate high-converting content.
• Ad Agency Management & Oversight: Manage and hold external marketing agencies accountable across paid social (Facebook/Meta/TikTok), native placements, and media buying to maximize pipeline volume and return on ad spend (ROAS). This is only for B2B Advisors.
• Zoho Ecosystem Architecture: Oversee and optimize lead scoring, automated sequence routing, and pipeline mechanics within Zoho CRM and Zoho automation tools to ensure seamless conversion workflows.

Requirements

• High-Ticket B2B Copywriting Track Record: Proven experience crafting direct-response email and campaign copy that drives Advisor booked calls and new inbound candidates (organic and paid channels).
• Agency Management Skills: Demonstrated ability to manage external agency partners, set aggressive target KPIs, and optimize external ad spend efficiency.
• Financial Services Knowledge: Strong grasp of financial advisory models, annuities, fixed-income assets, estate planning, and trust funding strategies.
• Growth Mindset: High adaptability, competitive urgency, and a relentless focus on overcoming acquisition barriers to scale revenue.
• Zoho Platform Expertise: Hands-on mastery of Zoho CRM and marketing suite integrations for automated campaign execution.
• B2B Financial Services Recruiting Experience: Candidate should have experience in financial services and recruiting high production financial advisors, ideally in annuity sales
• Preferred Marketing Certifications: Hubspot Marketing, Hubspot Content Marketing, LinkedIn certifications (marketing, etc.).