Performance Marketing Lead

Drake & Associates•Waukesha, WI

About The Position

Drake & Associates, a Wisconsin-based financial planning firm that helps families retire with confidence, is seeking a creative, sales-minded, strategy-driven marketer to lead paid media and convert digital interest into client relationships. This role owns the strategy for qualified client acquisition through paid media, including budgets, campaigns, and booked appointments. The lead builds, launches, and optimizes campaigns directly in Google Ads and Meta, and works across the full funnel with the Business Development team and advisors to understand how marketing contributes to new clients. The firm uses EOS to provide clear priorities, measurables, and accountability.

Requirements

  • 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.
  • Ability to write in a variety of styles, voices, and tones.
  • Bachelor's degree.

Nice To Haves

  • Experience marketing financial services or another regulated industry.
  • Experience working within EOS or a similar operating system.

Responsibilities

  • 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 by forecasting monthly costs, staying on budget, and reconciling discrepancies.
  • Test creative, audiences, formats, and channels to improve return on investment 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 workshops, radio, television, and other offline programs online.
  • Partner with Marketing, Business Development, and Compliance to ensure campaigns are on-brand, approved, and converting.
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