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Drakeandassociates

Performance Marketing Lead

Waukesha, Wisconsin

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hirly's read of this role

Role family
Marketing
Seniority
Lead / management
Country
US
Work mode
On-site / unstated
First seen by hirly
20 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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 , Extreme Ownership , Embracing Our Entrepreneurial Spirit , 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.

Original posting on Drakeandassociates's site ↗

Listed on hirly, a job board. hirly is not the employer: Drakeandassociates is hiring for this role.

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