• Overall responsibility for the association's financial structure, including planning, management and control of all financial resources • Establishing and further developing a robust financial architecture to support sustainable growth • Responsibility for budget planning, liquidity management and the use of funds within the framework of the organization's non-profit/charitable status • Developing and implementing strategies to recruit supporting members and financial backers • Active involvement in fundraising through direct outreach, structuring proposals and supporting the finalization of commitments • Building and maintaining relationships with donors, partners and institutional funders • Ensuring transparent financial processes and proper accounting in accordance with tax requirements • Close collaboration with the executive leadership to manage overall financial control and to prioritize initiatives

• 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

**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 Financial Advisor Marketing Specialist) 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 *Copy and Creative Strategy* - 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 *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

• Invoices & Payment Processing – create and send invoices, prepare bank transfers, and monitor incoming payments. • Numbers & KPIs – maintain key metrics, produce reports and small analyses to support our management control. • Accounts Receivable – monitor open items, ensure payment terms are met, and coordinate the dunning process. • Process Optimization – review, improve, and document finance workflows. • Email Communication – friendly, professional correspondence with our tax advisor, the team, and external partners. • Payroll – collect payroll data and prepare it for our tax advisor.