Freelance Meta Ads Specialist

Role overview and objectives

Employment type: Freelance Contract / Fractional RetainerTime commitment: 6 – 8 hours per month (with potential to scale based on performance)Location: RemoteReporting To: Marketing Manager

Primary objectives:

• Infrastructure and tracking setup: Establish a secure, fully compliant Meta advertising ecosystem integrated seamlessly with HubSpot.


• Lead generation and conversion: Design and execute Meta Ad campaigns targeting High-Net-Worth (HNW) individuals to secure qualified, booked consultation calls.


• Strategic collaboration: Provide expert technical oversight and optimization directives to support the internal Marketing Manager within a strict, highly efficient monthly hourly budget.

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.
  
  
  • 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) back from HubSpot to Meta to train the algorithm.
  
  
  • Collaboration and reporting: Partner with the internal marketing manager to review performance data, direct creative assets (copy/visual adjustments), and map out monthly spend allocation.
  
  
  
  

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