RIA Marketing Manager at Clients Blackbox, Inc. | USA

Clients Blackbox, Inc.

RIA Marketing Manager

USA (Remote)

Salary Not AvailableSenior Level5+ years expFull time

Posted 2 months ago

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Job Summary

Own end-to-end client retention and results by leading Meta lead-gen campaigns, proactive strategy reviews, and ongoing performance optimization for high-value advisors.

Client Ownership: maintain primary contact, bi-weekly calls, and performance reviews
Campaign Execution: build/launch/optimize Meta campaigns, budgets, targeting, testing, and creative
Optimization & Troubleshooting: monitor daily performance, hit cost-per-appointment targets, and refine messaging through testing

Job Description

Responsibilities

Own client accounts and serve as the primary point of contact
Run bi-weekly client calls to review performance, discuss strategy, and align on next steps
Send bi-weekly performance reports 24 hours before scheduled calls
Build trust and relationships that drive renewals and referrals
Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking
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

Requirements

5+ years of experience in paid media, specifically Meta advertising
Experience managing multiple client accounts simultaneously
Proven track record of hitting performance targets and retaining clients
Strong copywriting skills with ability to write compelling ad copy and scripts
Experience with conversion tracking, pixels, and basic marketing automation

Preferred

Experience in the financial services vertical. Understanding of lead generation and appointment-setting campaigns. Familiarity with video sales letter marketing methodology. Experience with high-ticket, considered purchase funnels.

Benefits

Paid Time Off (Vacation, Sick & Public Holidays)
Training & Development
Work From Home
Flexible Schedule
Performance Bonus

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)

clientsblackbox.com