Wealth Management Marketing Manager
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 2h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 113d ago
The date the source published, not the day we noticed it (2026-05-25). Last seen at its source 2h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $102.5k–180k/yr
Middle 50% of 1477 listings that do state pay — Sales & Marketing · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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workable employer's own board first seen 10d ago · last seen 2h ago
The listing
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 Wealth Management Marketing Manager) 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
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
Requirements
Required Experience
- 4+ 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
- Experience with conversion tracking, pixels, and basic marketing automation
Preferred Experience
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.
Skills and Attributes
You take ownership. When something breaks, you fix it. You don't wait for someone to tell you what to do. Strong communicator who can explain performance data to non-technical clients. Detail-oriented but able to move fast. Comfortable with direct client interaction and accountability for results. You want to be the person responsible, not one of three people sharing responsibility.
Benefits
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development
- Work From Home
- Flexible Schedule
- Performance Bonus