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Lumida Wealth Management

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Performance Marketing Lead - Meta

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Performance Marketing Lead — (Meta)

Location: Karachi, Pakistan (in office; overlap with U.S. Eastern Time required)

Company: Lumida Wealth

Reports to: Chief of Staff and CEO



About Lumida

Lumida is an AI-native modern wealth advisor and Wealth Architect for owners and creators.

Our mission is to make money intelligent.

We bring investing, trust and estate planning, and tax strategy together in a single wealth architecture—helping clients grow, protect, and transfer wealth with greater intention.

Our investment platform spans public markets and differentiated alternatives including select pre-IPO opportunities for qualified clients. Our approach is institutional in its breadth, non-consensus in its thinking, and deeply personal in its application.

Lumida is a tech-first, AI-native firm built by a technology founder. We are making significant investments in proprietary AI Services that identify opportunities across a client’s financial life, strengthen investment research, automate client-service workflows, and help our advisors deliver faster, smarter, and more personalized advice.

Our team shares the mindset of our clients: curious, original, and driven to build what does not yet exist. Lumida is venture-backed, with investors including former SEC Chairman Arthur Levitt, and supported by a leadership and advisory network with deep experience across investing, technology, and financial services.

Lumida’s differentiated, non-consensus insights reach a broad audience through our podcast, newsletter, and social media, with recognition across major outlets including The Wall Street Journal and CNBC.



The opportunity

We already generate leads through Meta. The next step is more demanding and more interesting: build the measurement, creative engine, and conversion loops that turn paid attention into verified booked appointments, qualified prospects, app activation, and durable customer relationships.

You will own paid growth execution, instrumentation, experimentation, and the feedback loop between Meta, HubSpot, landing pages, sales, and product.

Your mandate has two connected parts: improve the qualified-client acquisition engine for Lumida Wealth, and build the acquisition and activation engine for Lumida Invest.



What you will own

  • Own Meta ads end to end across Facebook and Instagram: account structure, campaign strategy, budgets, audiences, creative testing, lead forms, landing-page campaigns, retargeting, and reporting.
  • Build a reliable conversion architecture with the team: Meta Pixel, Conversions API, event deduplication, UTMs, custom conversions, offline/conversion-event feedback, and Event Manager QA.
  • Make HubSpot the source of truth for lead quality. Ensure every paid lead carries campaign, ad-set, ad, creative, and landing-page attribution through lifecycle stages.
  • Shift optimization away from cheap Instant Form submissions toward business outcomes: appointments booked, appointments completed, qualified prospects, opportunities, clients, and revenue/AUM where appropriate.
  • Diagnose funnel leakage across ad click → form/landing page → meeting booked → meeting completed → qualified prospect → client. Produce a weekly scorecard with clear actions, not a spreadsheet graveyard.
  • Partner with sales to define qualification, standardize disqualification reasons, and feed call outcomes back into campaign decisions. Coordinate with product/engineering on integrations; do not wait for perfect plumbing before identifying the next highest-value test.
  • Build Lumida Invest’s acquisition and activation engine: test web-to-app and app-install funnels; define the highest-value activation events with product; optimize toward meaningful product use rather than downloads alone; and create retargeting paths between content, community, app, and wealth-management offerings.
  • Develop a high-velocity creative system with designers, editors, and founders: new hooks, creator-style videos, testimonials, explainers, statics, carousels, and landing-page angles. Know what to test and why.
  • Run structured experiments: clear hypothesis, success metric, budget, test window, decision rule, learning, and next action.
  • Maintain compliant operating discipline for a U.S. SEC-registered investment adviser. Escalate claims, testimonials, performance language, and audience/targeting questions for review rather than improvising.


What success looks like

Initially, you will audit the Meta account, events, HubSpot lifecycle and attribution fields, lead routing, landing pages, creative inventory, and reporting. You will deliver a prioritized remediation plan and a single funnel dashboard.

In the first 60 days, Meta and HubSpot will share a dependable feedback loop for booked and completed meetings, qualified prospects, and clear campaign-level attribution. Every major campaign will have a documented objective, conversion event, audience strategy, creative-test plan, and weekly decision cadence.

In the first 90 days, Lumida will have a repeatable growth system for both wealth-management lead generation and Lumida Invest: a steady creative-testing cadence, clean outcome reporting, a usable retargeting architecture, and an experiment roadmap tied to cost per qualified outcome—not vanity metrics.



What we are looking for

  • 4+ years of hands-on performance-marketing experience, with deep ownership of Meta Ads Manager for lead generation, e-commerce, fintech, consumer apps, or another measurable conversion business.
  • You have personally built, configured, or materially debugged conversion tracking inside Meta Ads Manager and a CRM. Agency oversight alone is not sufficient for this role.
  • Demonstrated ability to improve campaigns through measurement and conversion design—not only media buying. You understand Pixel, Conversions API, server/browser event matching and deduplication, custom conversions, Event Manager diagnostics, UTMs, and offline conversion uploads or equivalent CRM feedback loops.
  • Strong HubSpot experience: forms, workflows, lifecycle stages, lead-source attribution, reporting, CRM fields, and campaign-level analysis. Experience connecting HubSpot to Meta is a major advantage.
  • Fluent in funnel analytics: CPL, landing-page conversion rate, booked-meeting rate, show rate, qualified rate, CAC, activation, cohort retention, and ROAS/LTV where signal supports it.
  • Excellent operator. You can investigate a broken event, a misleading dashboard, or a poor-quality lead cohort; explain the diagnosis plainly; and drive the fix with engineering, sales, or a vendor.
  • Strong creative judgment and direct-response copy instincts. You understand that Meta’s algorithm needs both quality conversion signals and enough differentiated creative to learn.
  • High ownership, intellectual honesty, and speed. You bring evidence, not adjectives.
  • Clear written and spoken English. Comfortable working directly with a U.S.-based CEO and cross-functional team.


Experience that will help you win

  • Strong analytical skills: understanding of ROAS, CAC/LTV frameworks and digital marketing savvy
  • Google Ads / PPC expertise, including search, YouTube, remarketing, GA4, and conversion tracking.
  • SEO and AEO expertise: technical/on-page SEO, content briefs, schema, search-intent analysis, and content structured for AI answer engines.
  • TikTok Ads experience and a practical understanding of organic social/community growth across X, LinkedIn, Instagram, TikTok, Reddit, Discord, or similar channels.
  • Consumer-app growth experience, including mobile measurement, app-install campaigns, activation events, deep links, cohort analysis, and app-store optimization.
  • Experience in financial services, wealth, fintech, regulated marketing, or high-consideration sales.
  • Familiarity with Looker Studio, GA4, Mixpanel/Amplitude, SQL, Zapier/Make, or lightweight automation/AI workflows.


How we will evaluate candidates

Please include:

  • Two to three examples of campaigns you personally managed, including objective, budget range, conversion event, result, and what you changed when performance stalled.
  • One example of a Meta-to-CRM conversion-tracking or CAPI implementation you helped build or debug.
  • A brief explanation of how you would diagnose this problem: Meta leads are inexpensive, but few become booked meetings and fewer become qualified prospects.
  • Links or screenshots of dashboards, creative tests, landing pages, or experiment documents are welcome. Remove confidential client information.

Shortlisted candidates will complete a brief practical exercise: review a simplified funnel snapshot, identify the highest-priority diagnostic questions and tests, and explain what signal should determine the next budget decision. We care about your reasoning, not free consulting work.


Compensation

Competitive Karachi-based compensation, with performance-based upside.

Scope and seniority will be calibrated to proven ability to own both campaign performance and the underlying measurement system.

This is a full-time, in-office role in Karachi.


Why Lumida

This role sits at the intersection of AI, investing, product growth, and a real operating business.

You will have a front-row seat that is disrupting a trillion dollar market. The potential for growth is significant.


Skills

See also

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