
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.
🔥 2 minutes ago
Improve your chances of getting an interview by checking your resume score before you apply.

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 strong client relationships that support retention, renewals, and referrals • Proactively 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 key acquisition metrics • Diagnose underperforming campaigns and determine where changes are most likely to improve results • Develop structured 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 new creative and messaging hypotheses • Collaborate with video editors and provide clear creative direction • Use AI tools to accelerate research and copy development while maintaining quality and strategic judgment • Set up and troubleshoot tracking, Meta pixels, and conversion events • Configure Calendly integrations, Zapier automations, and lead-routing workflows • Identify and resolve technical issues between advertising platforms and client systems • Evaluate performance across media, messaging, tracking, and lead flow to identify the source of funnel problems • Report to the Associate Director of Operations and remain accountable for 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 • 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 preferred
• Paid Time Off, including vacation, sick time, and public holidays • Training & Development • Work From Home • Flexible Schedule • Performance Bonus
Apply Now🕒 3 days ago
Retirement Strategist developing retirement research, thought leadership, and client-facing content for global asset manager T. Rowe Price. Connecting market insights with distribution, product, research, and investment teams.
🕒 3 days ago
Senior Audit Strategist leading complex risk reviews for KeyBank, a U.S. financial-services company. Testing controls, drafting findings, and managing audit staff.
🕒 3 days ago
Medical Strategist shaping integrated medical strategy and evidence plans for Abbott’s Oncotype DX breast cancer product. Translating clinical data into messaging and coordinating KOL and commercialization activities.
🕒 3 days ago
Medical Strategist shaping integrated oncology evidence and medical strategy for Abbott’s Oncotype DX product. Translating clinical data into medical plans, messaging, and launch support.
🕒 4 days ago
Participant communications strategist serving Empower retirement-plan clients. Developing multichannel campaigns, managing budgets and strengthening participant financial wellness.