Responsibilities

• Paid Media Strategy & Execution
• Own and manage the end-to-end paid media strategy across search, social (LinkedIn, Meta), display, programmatic, and affiliate marketing
• Develop and execute data-driven acquisition campaigns targeting high-net-worth individuals (HNWIs) through direct digital channels
• Set channel investment priorities, allocate media budgets efficiently, and continuously optimize for CAC and conversion
• Lead campaign creative briefing and collaborate with internal and external design and content teams to develop compelling, compliant ad creative
• Customer Acquisition & Funnel Optimization
• Build and refine full-funnel acquisition strategies from awareness through conversion, partnering closely with the CRM and sales team
• Develop audience segmentation frameworks and targeting strategies to reach ideal investor profiles across digital channels
• Contribute to web strategy and conversion rate optimization in collaboration with product team
• Implement and maintain robust attribution modeling to accurately measure cross-channel performance
• Analytics & Reporting
• Define KPIs and build dashboards to track paid media performance, customer acquisition metrics, and ROI across all channels
• Deliver regular performance reports and strategic recommendations to senior leadership
• Lead quarterly and annual paid media planning cycles, incorporating competitive intelligence and market trends
• Team & Vendor Management
• Manage relationships with paid media agencies, ad tech vendors, and platform partners (Google, LinkedIn, Meta, etc.)
• Manage and mentor Media Manager
• Collaborate with Brand and Creative teams to develop campaign materials and messaging
• Partner with Legal and Compliance to ensure all campaigns adhere to applicable SEC, FINRA, and marketing regulations