What are the responsibilities and job description for the Performance Marketing Lead position at Drake & Associates, LLC?
Drake & Associates is an Wisconsin-based financial planning firm that helps families retire with confidence. We're looking for a creative, sales-minded, strategy-driven marketer to own our paid media and turn digital interest into real client relationships.
Why This Role Is Different
- Own the number, not just the ads. You'll own the strategy for growing qualified client acquisition through paid media, from budget to booked appointments.
- Hands on the controls. You'll build, launch, and optimize campaigns directly in Google Ads and Meta rather than handing them off to an agency.
- A full-funnel view. Your leads go straight to our Business Development team and advisors, so you'll see exactly how your work turns into new clients.
- A clear operating system. We run on EOS, so priorities, measurables, and accountability are clear from day one.
What You'll Do
- Own paid media strategy, channel mix, testing roadmaps, and budget allocation
- Build, launch, and optimize campaigns in Google Ads and Meta Business Manager
- Manage the paid media budget: forecast monthly costs, stay on budget, and reconcile discrepancies
- Rapidly test creative, audiences, formats, and channels to improve ROI and customer acquisition cost
- Track and report lead generation data, and partner with leadership on incrementality and efficiency
- Write and direct copy and content plans that bring our workshops, radio, TV, and other offline programs online
- Partner with Marketing, Business Development, and Compliance so every campaign is on-brand, approved, and converting
What You Bring
Required
- Five or more years of experience in paid search or paid media advertising
- Expertise in Google Ads and Meta advertising
- Working knowledge of Google Analytics, Looker Studio, ActiveCampaign, and Salesforce
- Strong understanding of SEO, SEM, and marketing automation
- Strong analytical skills and the ability to write in a variety of styles, voices, and tones
- Bachelor's degree
Preferred
- Experience marketing financial services or another regulated industry
- Experience working within EOS or a similar operating system
Our Values
We're guided by our core values: Creating the Ultimate Client Experience through Unreasonable Hospitality, Embracing Our Entrepreneurial Spirit, Extreme Ownership, Respecting the Family, and Working Like a Duck: calm on the surface, working hard behind the scenes. If you love building campaigns that drive real results, we'd love to hear from you.