Freelance Meta Ads Strategist & Campaign Manager

Job description

Role overview and objectives

• Employment type: Part-time / Freelance Contract / Fractional Retainer
• Time commitment: 
  • 10-12 hours per month (with potential to scale based on performance) 
  • Setup phase: approx. 20-25 hours across Months 1–2. 
  • Ongoing retainer: approx. 10-12 hours per month (strategy, content, management, and reporting), with potential to scale based on performance.
• Location: Remote
• Reporting To: Marketing Manager

Primary objectives:

1. Campaign Strategy: Build and own the Meta advertising strategy, covering audiences, offers, funnel stages, messaging, budget allocation, and testing plan, and sign it off with the Marketing Manager before launch.
2. Content & Creative: Write all ad copy and lead-form copy, and produce or brief the ad creative (static, carousel and short-form video) in line with Fusion CPA's brand voice and financial compliance requirements.
3. Lead Generation & Conversion: Launch and run Meta Ad campaigns targeting High-Net-Worth (HNW) individuals to secure qualified, booked consultation calls.
4. Ongoing Management: Run, optimize, and report on campaigns every month as the accountable owner of Meta performance, working within an agreed monthly hour budget and ad spend.

Key Responsibilities:

Phase 1: Infrastructure, Tracking and Funnel Setup (Initial Focus)

• Meta workspace architecture: Build, configure, and secure the company’s Meta Business Manager, Ads Accounts, Facebook/Instagram pages, and asset permissions from scratch.
• Advanced tracking Implementation: Deploy and verify the Meta Pixel and Conversions API (CAPI) via Google Tag Manager (GTM) to ensure accurate attribution.
• HubSpot and funnel integration: Integrate Meta lead forms and landing pages natively with HubSpot CRM, workflows, and the firm’s scheduling/calendar software to ensure zero lead leakage and automated data syncing.

Phase 2: Ongoing Campaign Strategy and Optimization (monthly retainer)

• HNW Target Architecture: Design, launch, and scale sophisticated Facebook and Instagram campaigns specifically tailored to attract and convert affluent audiences.
• Monthly Content Refresh: Write and ship new ad copy and creative variations each month to prevent ad fatigue, and test new hooks, formats and offers against the testing roadmap.
• Financial Compliance Management: Proactively manage and navigate Meta's strict Special Ad Categories, financial services, and credit advertising policies to ensure 100% compliance and avoid ad rejections.
• Performance Optimization: Monitor campaign health, optimize bidding strategies, refine audience targeting, and pass downstream conversion data (e.g., actual booked calls) to Meta to train the algorithm.
• Monthly Reporting: Send a monthly report covering spend, cost per lead, cost per booked call. Recommend next month's budget split, then walk the Marketing Manager through it on a monthly review call.

Candidate requirements and qualifications

Experience:

• Proven track record: 4+ years of hands-on Meta Ads experience (building and running them), with a documented portfolio of generating high-intent leads or booked appointments for wealth management, asset management, private banking, or premium fintech/financial services.
• End-to-End Campaign Ownership: Examples of campaigns where you set the strategy, wrote the copy, and managed performance yourself, with results attached.
• Copywriting Portfolio: Samples of ad copy written for a professional or affluent audience.
• Fractional/retainer experience: Proven ability to work autonomously and manage time efficiently within a low-hour monthly retainer structure.

Technical skills and systems:

• CRM: Deep proficiency in HubSpot CRM (tracking pixels, native forms, contact property mapping, and workflow integrations).
• Ad tech: Expert-level knowledge of Meta Ads Manager, Meta Business Suite, Events Manager, Conversions API (CAPI), and Google Tag Manager (GTM).
• Creative Tools: Working ability in Canva or similar for static ads, plus basic short-form video editing (or clear briefing skills for a designer).

Core competencies:

• Compliance Savvy: Flawless understanding of financial advertising boundaries, privacy regulations, and compliance-safe ad copywriting.
• Persuasive, Compliant Copywriting: Writes copy that speaks to affluent, time-poor decision-makers in a premium tone without making claims that break financial advertising rules.
• Strategic Thinking: Can turn a business goal (booked HNW consultations) into a clear funnel, audience, and testing plan.
• Analytical Mindset: Ability to trace data from initial ad click through to calendar bookings to optimize for Customer Acquisition Cost (CAC) rather than just cheap impressions.

Posted on 11 Sep 16:36, Closing date 10 Nov