Financial Services Marketing Manager

🕒 May 25

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Logo of Clients Blackbox, Inc.

Clients Blackbox, Inc.

1 - 10 employees

Founded 2021

🤝 B2B

💸 Finance

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.

📋 Description

• 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

🎯 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 • 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

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