
1 - 10 employees
Founded 2021
📣 Marketing
🤝 B2B
💸 Finance
Marketing • B2B • Finance
<Clients Blackbox, Inc. > is a performance branding and demand-generation agency that partners with Registered Investment Advisors (RIAs) to acquire high-net-worth, pre-retiree clients through education-first digital marketing. They provide a fully managed, done-for-you service including video scripting, content creation, proprietary targeting (including HNW datasets), real-time optimization, and RIA-focused compliance-aware processes. The company emphasizes measurable ROI and brand equity growth, touting Meta Business Partner status and tracked metrics from extensive ad testing and appointment generation.
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1 - 10 employees
Founded 2021
📣 Marketing
🤝 B2B
💸 Finance
Marketing • B2B • Finance
<Clients Blackbox, Inc. > is a performance branding and demand-generation agency that partners with Registered Investment Advisors (RIAs) to acquire high-net-worth, pre-retiree clients through education-first digital marketing. They provide a fully managed, done-for-you service including video scripting, content creation, proprietary targeting (including HNW datasets), real-time optimization, and RIA-focused compliance-aware processes. The company emphasizes measurable ROI and brand equity growth, touting Meta Business Partner status and tracked metrics from extensive ad testing and appointment generation.
• Own a portfolio of client accounts and serve as the primary strategic point of contact • Lead bi-weekly client calls covering performance, strategy, testing priorities, and next steps • Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls • Translate performance data into clear recommendations and strategic decisions • Build client relationships supporting retention, renewals, and referrals • Identify and address account risks and opportunities • Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking • Manage budgets, audiences, bid strategies, account structure, and creative testing • Monitor daily performance against cost-per-appointment and other acquisition metrics • Diagnose underperforming campaigns and determine improvements • Develop testing strategies across audiences, offers, messaging, creative, and campaign variables • Write direct-response ad copy and video sales letter scripts for financial services audiences • Develop hooks, angles, offers, and messaging variations for testing • Use performance data to generate creative and messaging hypotheses • Collaborate with video editors and provide creative direction • Use AI tools to accelerate research and copy development • Set up and troubleshoot tracking, Meta pixels, and conversion events • Configure Calendly integrations, Zapier automations, and lead-routing workflows • Resolve technical issues between advertising platforms and client systems • Evaluate media, messaging, tracking, and lead flow to identify funnel problems • Report to the Associate Director of Operations and own client performance, relationships, and retention
• 5+ years of hands-on paid media experience, with substantial Meta advertising responsibility • Experience simultaneously managing multiple client accounts and leading client-facing strategy conversations • Proven ability to manage campaigns toward defined performance targets while supporting client retention • Strong direct-response copywriting skills, including ad copy and scripts • Experience developing and testing creative concepts, hooks, angles, and messaging • Experience with conversion tracking, pixels, and basic marketing automation • Strong communication, organization, analytical, and problem-solving skills • Preferred: Financial services marketing • Preferred: Lead-generation and appointment-setting campaigns • Preferred: Video sales letter marketing • Preferred: High-ticket or considered-purchase funnels • Preferred: Performance marketing agency experience • Preferred: Direct-response advertising
• Paid Time Off, including vacation, sick time, and public holidays • Training & Development • Work From Home • Flexible Schedule • Performance Bonus
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