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 ...
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 ...
Asset & Wealth Management: Product Marketing Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ...
Asset & Wealth Management: Product Marketing Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ...
Asset & Wealth Management: Product Marketing Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ...
Asset & Wealth Management: Product Marketing Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ...
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$70K - $100K/yr
Asset & Wealth Management: Product Marketing Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ...
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Asset & Wealth Management: Product Marketing Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ...
As a Senior Wealth Management Marketing Manager, you will support key stakeholders across the business, including the sales and product teams, to translate objectives and market opportunities into ...
As a Senior Wealth Management Marketing Manager, you will support key stakeholders across the business, including the sales and product teams, to translate objectives and market opportunities into ...
The role reports to the Chief Marketing Officer (CMO), Wealth Management Marketing. Job Responsibilities * Lead and manage high-impact initiatives within a robust marketing controls and governance ...
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Join the Product Marketing team which is a strategic function within the J.P. Morgan Wealth Management marketing organization, based in New York, that focuses on bringing advice-led and self-directed ...
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Wealth Management Marketing information
See salary details
$33K - $43.2K
4% of jobs
$43.2K - $53.5K
13% of jobs
$59.1K is the 25th percentile. Wages below this are outliers.
$53.5K - $63.7K
15% of jobs
$63.7K - $73.9K
15% of jobs
The median wage is $76.1K / yr.
$73.9K - $84.1K
17% of jobs
$93K is the 75th percentile. Wages above this are outliers.
$84.1K - $94.4K
14% of jobs
$94.4K - $104.6K
9% of jobs
$104.6K - $114.8K
5% of jobs
$114.8K - $125K
4% of jobs
$125K - $135.3K
2% of jobs
$135.3K - $145.5K
2% of jobs
$33K
$83.5K
$145.5K
How much do wealth management marketing jobs pay per year?
What is a Wealth Management Marketing job?
A Wealth Management Marketing job involves creating and executing marketing strategies to attract and retain high-net-worth clients for financial advisory or wealth management firms. Professionals in this role develop branding, digital marketing, content strategies, and client engagement initiatives tailored to affluent individuals. They collaborate with financial advisors to communicate value propositions, maintain brand reputation, and drive business growth. The role often requires knowledge of finance, investment products, and regulatory compliance.
What are some typical daily responsibilities for someone in a Wealth Management Marketing role?
In a Wealth Management Marketing position, your day-to-day tasks may include developing targeted marketing campaigns, analyzing market trends, and creating content to engage prospective and existing clients. You’ll often collaborate with financial advisors and product teams to tailor messaging that aligns with specific client segments. Other responsibilities may involve managing digital outreach, monitoring performance metrics, organizing client events, and supporting business development efforts. This dynamic workflow ensures the firm’s brand is well-represented and its high-value offerings reach the appropriate audiences.
What are the key skills and qualifications needed to thrive in the Wealth Management Marketing position, and why are they important?
Success in Wealth Management Marketing requires expertise in financial products, market research, and campaign management, often supported by a degree in marketing, finance, or a related field. Familiarity with CRM systems, digital marketing platforms, analytics tools, and relevant certifications like FINRA licenses or CFP can be advantageous. Strong communication, relationship-building, and problem-solving skills set top candidates apart. These competencies are essential for effectively promoting services to high-net-worth clients and driving business growth in a competitive financial environment.

Full-time
PTO
Re-posted 25 days ago
Job description
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
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
Requirements
Required Experience
- 5+ 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
- Strong copywriting skills with ability to write compelling ad copy and scripts
- 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