Job Description
About Neil Jesani Advisors\n
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Neil Jesani Advisors is a national tax, accounting, and financial firm specializing in proactive tax strategy, multi-year structural tax optimization, family office wealth management, and tax controversy defense. Delivering CFO-level advisory, RSU/equity compensation management, and private client services, we serve tech founders, C-suite executives, and high-earning professionals navigating complex tax burdens and equity-based compensation events.
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Through integrated tax, financial, and wealth advisory services, our mission is to empower leaders and enterprise teams to protect, grow, and optimize their wealth while reducing their federal and state tax burden legally and ethically.
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While Neil Jesani Advisors does not operate as a traditional accounting firm, our top-line revenue places us among the top 50 largest U.S. accounting firms. Despite our rapid growth, our focus remains firmly on delivering maximum value to our clients.
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Role Summary\n
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As the Director of Performance Marketing, you will serve as the data-driven growth architect responsible for scaling our customer acquisition engines, optimizing paid media investments, and maximizing marketing ROI across all divisions.
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Reporting directly to CEO, you will own the strategy, budget allocation, and operational execution of paid search, paid social, programmatic media, affiliate channels, and conversion rate optimization (CRO). You will leverage precise targeting to attract ultra high-net-worth individuals (UHNWIs), tech founders, pre-IPO executives, and enterprise decision-makers.
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Key Responsibilities\n
Paid Media & Campaign Management\n
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- Own, manage, and optimize substantial paid advertising budgets across Google Search, LinkedIn Ads, Meta, Tiktok, YouTube, programmatic networks, and niche financial publications.
- Build hyper-targeted account-based marketing (ABM) and paid campaigns tailored to executives, founders, and enterprise HR/Benefits leaders.
- Test, scale, and continuously optimize new channels, ad creatives, bidding strategies, and landing pages to lower Customer Acquisition Cost (CAC) while increasing lead quality.
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Funnel Architecture & Conversion Optimization (CRO)\n
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- Oversee end-to-end user acquisition funnels—from ad click to consultation booking—ensuring seamless user journeys and high conversion rates.
- Conduct continuous A/B and multivariate testing on landing pages, ad copy, offer positioning, and lead qualification forms.
- Partner with revenue operations and CRM teams to ensure seamless lead routing, attribution tracking, and sales team alignment.
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Marketing Analytics, Attribution & Reporting\n
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- Build and maintain comprehensive performance dashboards tracking real-time metrics including ROAS, CAC, LTV, conversion rates, and pipeline revenue contribution.
- Implement advanced multi-touch attribution models using Google Analytics 4, CRM platform (HubSpot), and specialized attribution tools.
- Deliver weekly and monthly growth analysis directly to CEO, providing data-backed recommendations for budget allocation and channel expansion.
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Qualifications & Skills\n
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- Experience: 8+ years of experience in performance marketing, growth marketing, or paid acquisition, with at least 3+ years managing direct-response media budgets exceeding $10M+ annually.
- Industry Background: Track record of driving customer acquisition in high-ticket financial services, wealth management, fintech, SaaS, or complex B2B industries targeting ultra high-net-worth individuals or executive buyers.
- Technical Mastery: Deep hands-on expertise with Google Ads (Search, Display, YouTube), LinkedIn Campaign Manager, Meta Ads Manager, GA4, GTM, and CRO tools (VWO, Optimizely, Unbounce).
- Analytical Mindset: Expert-level mastery of data analysis, SQL/Excel, attribution modeling, unit economics, and pipeline reporting.
- Leadership & Execution: Proven ability to balance strategic budget management with technical execution and team development.
- Education: Bachelor’s degree in Marketing, Finance, Data Analytics, Business, or a related quantitative field.
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Compensation & Benefits\n
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At Neil Jesani Advisors, exceptional talent earns exceptional rewards. We provide superior compensation, executive-level resources, and a high-autonomy workplace.
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- Target Total Compensation: $170,000 – $210,000
- 401(k) Plan: Company match up to 5%.
- Health Coverage: Premium medical, dental, and vision insurance packages.
- Paid Time Off: 15 PTO days plus 10 paid major public holidays and supplemental firm holidays.
- Work Environment: Hybrid flexibility operating out of the South Florida market in a collaborative, intellectually curious environment that values both productivity and professional well-being.
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How to Apply\n
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If you are a high-performing growth marketer with a proven track record of scaling paid acquisition in complex advisory or financial markets, we invite you to apply. Join us in redefining excellence in tax and financial advice.
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Neil Jesani Advisors is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive, high-performance environment for all employees.