Clients Blackbox, Inc.

Financial Planning and Analysis

• **About Clients Blackbox**
• Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country.
• We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Financial Advisor Marketing Specialist) who owns their accounts end to end.
• **The Opportunity**
• This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you.
• You'll report to the Associate Director of Operations and have direct responsibility for client retention and results.
• **Role and Responsibilities**
• *Client Ownership*
• - 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
• *Paid Media Execution*
• - 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
• *Copy and Creative Strategy*
• - 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
• *Technical Setup*
• - Set up tracking, pixels, and conversion events
• - Configure Calendly integrations, Zapier automations, and lead routing
• - Troubleshoot technical issues between ad platforms and client systems

Financial Advisor – Marketing Specialist

• 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
• 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
• Troubleshoot technical issues between ad platforms and client systems

Financial Services Marketing Manager

Marketing

Pipeline Marketing Manager

Demand Marketing Manager

Performance Marketing

Demand Generation Specialist

• **About Clients Blackbox**
• Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country.
• We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Director of Demand Generation) who owns their accounts end to end.
• **The Opportunity**
• This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you.
• You'll report to the Associate Director of Operations and have direct responsibility for client retention and results.
• **Role and Responsibilities**
• *Client Ownership*
• - 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
• *Paid Media Execution*
• - 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
• *Copy and Creative Strategy*
• - 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
• *Technical Setup*
• - Set up tracking, pixels, and conversion events
• - Configure Calendly integrations, Zapier automations, and lead routing
• - Troubleshoot technical issues between ad platforms and client systems

Director of Demand Generation

• **The Opportunity**
• This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you.
• You'll report to the Associate Director of Operations and have direct responsibility for client retention and results.
• **Role and Responsibilities**
• *Client Ownership*
• - 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
• *Paid Media Execution*
• - 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
• *Copy and Creative Strategy*
• - 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
• *Technical Setup*
• - Set up tracking, pixels, and conversion events
• - Configure Calendly integrations, Zapier automations, and lead routing
• - Troubleshoot technical issues between ad platforms and client systems

Senior Demand Generation Manager

Demand Generation Lead

Demand Generation Manager

Growth Marketing

Senior Paid Acquisition Manager

• *Client Ownership*
• - 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
• *Paid Media Execution*
• - 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
• *Copy and Creative Strategy*
• - 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
• *Technical Setup*
• - Set up tracking, pixels, and conversion events
• - Configure Calendly integrations, Zapier automations, and lead routing
• - Troubleshoot technical issues between ad platforms and client systems

Clients Blackbox, Inc.

Financial Advisor – Marketing Specialist

Financial Services Marketing Manager

Pipeline Marketing Manager

Demand Marketing Manager

Demand Generation Specialist

Director of Demand Generation

Senior Demand Generation Manager

Demand Generation Lead

Demand Generation Manager

Senior Paid Acquisition Manager

Paid Acquisition Manager

Paid Media Lead

Paid Media Manager

Paid Media Strategist

Paid Social Manager