Demonstrates expertise in managing client accounts and leading strategic conversations, with a strong focus on performance marketing, direct-response copywriting, and campaign optimization. Proficient in utilizing data-driven insights to enhance lead generation and appointment-setting efforts within the financial services sector.

Highest-signal resume keywords

Meta Advertising ManagementDirect-Response CopywritingCampaign Performance OptimizationConversion Tracking and AutomationClient Relationship Management

About the role

Key responsibilities & impact

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 for 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 performance improvements
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 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 remain accountable for client performance, relationships, and retention

Requirements

What you’ll need

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
Upper compensation range candidates must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels
Upper compensation range candidates should demonstrate measurable improvements in campaign performance, lead quality, conversion rates, and booked appointments resulting from creative contributions
Experience in financial services, RIA marketing, and compliance-sensitive advertising is strongly preferred

Benefits

Comp & perks

Paid Time Off, including vacation, sick time, and public holidays
Training & Development
Work From Home
Flexible Schedule
Performance Bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Paid Media ExperiencePerformance ReportingCreative Concept DevelopmentTesting Strategy DevelopmentAd CopywritingVideo Sales Letter CreationAudience ManagementBudget ManagementData AnalysisFunnel Optimization

Soft Skills

Strong CommunicationOrganizational SkillsAnalytical SkillsProblem-Solving Skills

Tools & Technologies

Meta PixelsCalendlyZapierAI Tools for Copy Development

Industry Keywords

Financial Services MarketingLead GenerationAppointment SettingHigh-Ticket FunnelsCompliance-Sensitive Advertising