Senior Manager, Advisor Marketing

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.   

The advisor marketing team is focused on driving awareness and engagement across the financial advisor community.  Our objectives are to define, develop and execute on initiatives that support advisor budget growth and reduce advisor churn as we solidify SmartAsset’s positions as the #1 lead generation platform and success partner for financial advisors.  We work closely with the sales, operations, product, tech, training and finance teams as well as across marketing to deliver on shared goals.  This team is growing and provides candidates the opportunity to have a significant impact on the business while having exposure to many marketing channels and teams across the organization.  

About the Job:

As Sr. Manager of Advisor Marketing, you will be part of a team leading our marketing efforts to develop the network of financial advisors who rely on SmartAsset for new business. Your primary responsibilities will be creating and managing email marketing campaigns and content that are designed to help drive inbound sales leads and grow brand awareness within the financial advisor market.  

Responsibilities: 

• Develop outbound email marketing campaigns to raise awareness oa dn drive inbound inquiries for new advisor leads.  
• Identify segmentation and targeting opportunities within the US advisor base and test a variety of messages, offers, CTAs, etc to optimize channel while driving efficiency and scale
• Coordinate with sales team to design and support multi-channel campaigns that target specific segments of advisors
• Create and manage drip campaigns of advisors who have shown interest in the past
• Work with editorial, content, and ux teams to develop whitepapers and other content that can be used for gathering advisor contact information that can later be used with prospecting and advisor development
• Work with product and UX teams to manage website and improve new user flow and optimize experience once an advisor visits smartasset.com
• Explore paid email and newsletter opportunities
• Partner with others in marketing and across organization on additional outbound marketing campaigns (email, direct mail, professional and social media, etc) to raise awareness and drive inbound inquiries
• Work with direct and enterprise sales teams to develop collateral to support sales efforts and partnership development, including white papers, sales decks, case studies and webinars 

• 5+ years of experience designing and managing SMB marketing campaigns including content creation, segmentation, outreach, and tracking/reporting; budget responsibility
• Strong written communication skills; able to write marketing copy as well as manage the campaign
• Experience with Pardot or similar B2B email marketing platform
• Organized, detail-oriented, and excellent time-management skills
• Able to manage multiple projects and priorities at the same time

• Experience with Salesforce or a similar CRM, as well as B2B marketing automation a plus
• Experience marketing to financial advisors or wealth managers a strong plus 
• Analytical mind; able to track and measure campaign success using platforms such as Google Analytics, Mixpanel, etc
• Familiarity with both digital marketing channels (search, social, etc) and traditional (direct mail) 
• Comfortable in the fast-paced, high growth environment of a startup

• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available 
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care 
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $95,500 - 185,000K + equity + benefits 

Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.