RIA Marketing Manager

Clients Blackbox is a performance marketing agency serving Registered Investment Advisors. The RIA Marketing Manager owns client accounts and relationships while managing Meta campaigns, tracking, and campaign performance to generate qualified appointments.

Responsibilities:

• Own a portfolio of client accounts and serve as the primary point of contact
• Lead bi-weekly client calls covering performance, strategy, priorities, and next steps
• Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls
• Translate campaign data into clear, actionable recommendations for non-technical clients
• Build strong client relationships that support retention, renewals, and referrals
• Solve account issues proactively to support stability and growth
• Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking
• Manage budgets, audience targeting, bid strategies, creative testing, and campaign variables
• Monitor performance daily and make adjustments based on cost-per-appointment and other key metrics
• Diagnose underperforming campaigns and develop strategies to improve results
• Test audiences, messaging, and creative to identify opportunities for stronger performance
• Contribute to ad copy and campaign messaging
• 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
• Proactively monitor tracking and lead flow to prevent issues from affecting client results

Requirements:

• 4+ years of hands-on paid media experience, with a strong focus on Meta advertising
• Experience simultaneously managing multiple client accounts and leading client-facing conversations
• Proven ability to manage campaigns toward defined performance targets while supporting client retention
• Experience with conversion tracking, pixels, and basic marketing automation
• Strong communication, organization, and problem-solving skills
• Financial services marketing
• Lead-generation and appointment-setting campaigns
• Video sales letter marketing
• High-ticket or considered-purchase funnels
• Direct-response advertising