Senior Manager of Advisor Marketing

Remote, Contiguous United States

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.

About the Job

As Sr. Manager of Advisor Marketing, you will contribute to the marketing strategy of the SmartAsset financial Advisor Marketing Platform (AMP), and execute campaigns that drive new client acquisition and existing client retention. 

The right candidate has a passion for marketing and expertise in effective direct response advertising principles across a variety of channels. You’re able to apply sound reasoning and problem-solving to independently tackle growth challenges. You can formulate strategies to hit growth targets and adjust them based on iterative testing. You understand how to analyze funnel metrics and respond effectively to the most important insights. You can create projections. You know how to structure a valid test, interpret results, and integrate findings into a test roadmap. And you have experience setting up email campaigns (coding, segmenting, deploying), landing pages on common CRO platforms, and tracking (through GTM). You’re not afraid to move quickly, try new things, and achieve results.


  • Develop marketing strategies to drive adoption and retention of users on the SmartAsset Advisor Marketing Platform with minimal support or guidance.
  • Own discrete marketing campaigns from ideation and opportunity sizing through reporting and optimization.
  • Analyze campaign performance and make data-driven changes for improvement.
  • Work with stakeholders on the Sales team to develop campaigns/collateral that improve efficiency or support product communications.
  • Work with marketing teammates on multi-channel campaigns that require orchestration (ie. SEO, Paid Media).
  • Collaborate with Product to improve MQL capture rate of
  • Report on campaign performance pacing on a weekly, monthly, and quarterly basis.
  • Manage and improve workflows where possible to improve efficiency.

Skills / Experience You Have: 

  • 5+ years of experience designing and managing B2B marketing campaigns including content creation, segmentation, deployment and iterative testing.
  • Deep knowledge of email marketing tactics, …
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