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Performance Marketing Specialist

Strategic Wealth Designers, Raleigh, NC, United States


Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights. At Strategic Wealth Designers (SWD) , we don’t hire to fill seats. We hire people who move the needle. We set a high bar and expect you to raise it. We measure ourselves by results and build systems that scale rather than excuses that justify misses. We value discipline, extreme ownership and real outcomes. The Mission You’re not here to “run ads.” You’re here to own the full performance marketing engine that drives predictable, scalable growth. You will build, execute, and optimize multi-channel digital marketing and demand generation programs across search, paid social and email that: Generate predictable, scalable lead flow Convert efficiently across landing pages and funnels Strengthen the advisor/client ecosystem Demonstrate clear ROI and influence revenue outcomes Drive full-funnel digital demand generation from awareness through conversion You will own and manage a six to seven figure paid media budget, allocating capital efficiently across channels to maximize return. This is not a “support marketing” role. If campaigns underperform, conversion drops, or ROI stalls, you diagnose it, fix it, and optimize. You own the results. If campaigns scale efficiently and drive revenue, you did your job. What Winning Looks Like You’ll know you’re winning when: Paid media campaigns consistently hit or exceed KPI targets across platforms Landing pages, forms, and funnels convert above benchmark and improve quarter over quarter Cost Per Lead (CPL) decreases while lead quality improves Marketing performance is clearly tied to pipeline and revenue Cross-functional alignment ensures campaigns deliver qualified opportunities, not just activity Budget is deployed efficiently across channels with clear, measurable return on ad spend Multi-channel programs (search, paid social, email) work together to drive consistent demand generation We don’t run campaigns to stay busy. We run them to produce results. What You’ll Be Responsible For The Performance Marketing Specialist owns the full lifecycle of performance marketing, from strategy execution to optimization, with a direct impact on revenue growth. This role requires someone who can operate both in the details and at the strategic level, turning data into action and action into outcomes. Performance Marketing and Campaign Ownership Full-Stack Campaign Ownership: Plan, execute, and optimize paid media campaigns across Google Ads, Meta Ads, LinkedIn, YouTube, and more. Own performance across the full funnel from click to conversion Continuously test, iterate and scale what works Manage and optimize a six to seven figure paid media budget across channels Allocate spend dynamically across search, paid social and other channels based on performance You don’t manage campaigns. You improve them. Multi-Channel Demand Generation Own digital demand generation strategy Develop integrated campaigns that nurture prospects from first touch through conversion Align channel strategy to maximize volume, efficiency and lead quality across the funnel We don’t think in channels. We think in systems that generate demand. Funnels, Creative and Conversion Optimization Creative & Landing Page Development: Build high-performing ad content, landing pages, and full conversion funnels. Develop and test ad creative, messaging and offers Identify friction points and improve conversion rates across every stage We don’t guess. We test, learn and optimize. Performance Measurement and Revenue Impact Track and analyze KPIs including CPL, conversion rates and pipeline influence Build reporting that connects marketing activity to revenue outcomes Use data to drive decisions, not justify them Measure and optimize performance across channels including attribution of search, paid social and email to pipeline and revenue We measure performance to improve it. Tools, Systems and Automation Leverage tools like HubSpot, GA4, Looker Studio, Webflow and AI platforms Build systems and automations that increase efficiency and scalability Continuously improve the marketing tech stack Leverage marketing automation and email to support lead nurturing and demand generation efforts You don’t just use tools. You maximize them. Cross-Functional Execution Collaborate with design, content, operations and compliance teams Ensure campaigns launch cleanly and execute without friction Own outcomes across teams, not just tasks within your lane You are accountable for results, not handoffs. KPIs/Measures of Success Qualified Leads Generated Pipeline and Revenue Influenced Appointment Bookings Return on Ad Spend Channel contribution to pipeline Who You Are A performance-driven marketer who thinks in terms of outcomes, not activity You take ownership of results, not just responsibilities You are data-driven but action-oriented You are obsessed with paid media performance, creative optimization, and automation You move quickly, test constantly and optimize relentlessly You can go from idea to execution without waiting for perfect conditions Who This is Not For This is not for someone who: Wants to “just manage campaigns” Avoids accountability for performance Needs perfect conditions to act Hides behind reports instead of driving improvements Isn’t willing to get deep into the data and execution Preferred Background 3–5+ years of hands-on experience in performance marketing, paid media, and marketing automation Direct experience with HubSpot or experience integrating with HubSpot Proven experience with full-funnel campaign ownership and landing page optimization Webflow, GA4 / Looker Studio, AI marketing tools, and productivity/automation tools experience a plus Experience in financial services is preferred but not required, experience within a regulated industry is critical Why You’ll Love Working Here High-velocity environment where experimentation and testing are encouraged Real ownership over campaigns and funnels Culture that rewards results, not effort alone Exposure to cutting-edge marketing tools and AI technologies A team that values discipline, accountability, extreme ownership and continuous improvement Compensation: Starting salary range is $75,000 - $90,000, plus a generous benefits package and bonus dependent upon firm profitability, team performance and individual goal achievement. Benefits: We offer a comprehensive benefit package designed to support your health, family and growth. Some key offerings: Employer sponsored Medical, Dental & Vision plans along with additional ancillary options Employer match program for 401(k), eligible for both Tradition and Roth accounts $2,500 annual Professional Development budget to support your growth Generous Paid Time Off package and Company-wide Holidays Our Core Values Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck. Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity. Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo. Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are. Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships. #J-18808-Ljbffr