Advisor Marketing Senior Manager at SmartAsset

Job description

Advisor Marketing Senior Manager at SmartAsset Remote, Contiguous United States About SmartAsset SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions, reaching an estimated 23 million people each month through our educational content, publishing partners, calculators, and tools.* To extend that mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with participating fiduciary financial advisors. SmartAsset has been recognized as a 2025 ThinkAdvisor Luminaries winner in the Firm Award - Product or Service Innovation category and was ranked #2574 on the Inc. 5000 list in 2023. SmartAsset has also been featured on Y Combinator's list of Top Companies.** In 2021, SmartAsset completed a $110 million Series D funding round that valued the company at over $1 billion. *Based on average monthly reach data for 2025 across SmartAsset-owned properties and publishing partners. **Other than application, licensing, or similar administrative fees, SmartAsset did not provide compensation in connection with the referenced awards or recognitions. About the Role SmartAsset is hiring a Senior Manager of Advisor Marketing to develop and execute the programs that generate demand for the Advisor Marketing Platform. This person will lead advisor-facing positioning, messaging, integrated campaigns, partnerships, webinars and events, content, and channel strategy across priority segments including RIAs, hybrid advisors, and broker-dealers. The Senior Manager of Advisor Marketing will work as a peer to the Senior Marketing Operations Manager. Together, the two roles will co-own Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) growth. Advisor Marketing will lead the programs, market strategies, messaging, and offers that create demand, while Marketing Operations will lead the systems, data, automation, measurement, and lead-management processes that allow that demand to scale and convert. This is a hands-on, outcome-accountable role for a marketer who can move fluidly between strategy and execution, turn advisor and sales insights into compelling programs, and continuously improve performance through structured experimentation. Responsibilities Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager and leadership, with clear accountability for the marketing programs and market inputs that drive those outcomes. Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences; partner with Marketing Operations to translate those strategies into activated audiences and measurable campaigns. Craft clear positioning, messaging, value propositions, and offers that reflect advisor needs, objections, buying cycles, and the differentiated value of the Advisor Marketing Platform. Build and execute demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels. Translate advisor research, customer insights, frontline sales feedback, and performance data into campaign strategies, content briefs, creative concepts, and testable hypotheses. Lead webinar and event strategy end-to-end, including programming, promotion, partner participation, sales follow-up strategy, and post-event engagement. Develop scalable advisor-facing content and enablement assets, including case studies, email programs, landing pages, campaign content, and sales collateral. Define campaign requirements and partner with Marketing Operations to automate workflows, establish tracking, and scale successful programs. Partner with Marketing Operations and Sales to identify funnel friction and run structured experiments that improve MQL-to-SAL and SQL-to-revenue conversion. Monitor program and channel performance, communicate actionable insights, and recommend changes to budget allocation, channel mix, messaging, offers, and campaign priorities. Establish repeatable campaign playbooks and operating rhythms that allow successful programs to scale efficiently rather than relying on one-off campaigns. Skills & Experience You Have 5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisor ecosystem. Understanding of advisor psychology, objections, buying cycles, and the operational realities of growing an advisory firm. Demonstrated ability to build and execute multi-channel programs that generate qualified demand and measurable pipeline impact. Strong command of positioning, messaging, audience strategy, campaign development, and performance marketing fundamentals. Experience managing programs from strategy through execution, including campaign briefs, content development, launch coordination, performance analysis, and iteration. Experience leading webinars, events or other programs that create and convert B2B demand. Quantitative orientation and comfort working with funnel metrics, attribution, campaign performance, and conversion data in partnership with Marketing Operations and analytics teams. Working fluency with CRM and marketing automation platforms such as Salesforce, HubSpot, Pardot, or Marketo; this role does not need to be the system administrator but must be able to define clear business and campaign requirements. Strong cross-functional partnership skills and the ability to influence Sales, Marketing Operations, Product, PR, and other stakeholders without relying on formal authority. High agency, strong execution velocity, and comfort operating in a fast-paced, ambiguous environment. A systems mindset focused on building repeatable programs, scalable playbooks, and durable growth processes. Experience using generative AI and large language models to accelerate content development, creative iteration, research, and campaign testing. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks: Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP) Applicants must be legally authorized to work in the United States. SmartAsset is unable to provide employment visa sponsorship for this position, now or in the future. SmartAsset is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, citizenship status or any other characteristic protected by applicable law. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com . California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $140,000 - $165,000 Base + Variable + RSUs + benefits . Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Requirements

Must-haves

Advisor Marketing Senior Manager
at SmartAsset
Remote, Contiguous United States
Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager and leadership, with clear accountability for the marketing programs and market inputs that drive those outcomes.
Craft clear positioning, messaging, value propositions, and offers that reflect advisor needs, objections, buying cycles, and the differentiated value of the Advisor Marketing Platform.
Build and execute demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels.
Translate advisor research, customer insights, frontline sales feedback, and performance data into campaign strategies, content briefs, creative concepts, and testable hypotheses.
Lead webinar and event strategy end-to-end, including programming, promotion, partner participation, sales follow-up strategy, and post-event engagement.
Develop scalable advisor-facing content and enablement assets, including case studies, email programs, landing pages, campaign content, and sales collateral.
Define campaign requirements and partner with Marketing Operations to automate workflows, establish tracking, and scale successful programs.
Partner with Marketing Operations and Sales to identify funnel friction and run structured experiments that improve MQL-to-SAL and SQL-to-revenue conversion.
Monitor program and channel performance, communicate actionable insights, and recommend changes to budget allocation, channel mix, messaging, offers, and campaign priorities.
Establish repeatable campaign playbooks and operating rhythms that allow successful programs to scale efficiently rather than relying on one-off campaigns.
Skills & Experience You Have
5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisor ecosystem.
Understanding of advisor psychology, objections, buying cycles, and the operational realities of growing an advisory firm.
Demonstrated ability to build and execute multi-channel programs that generate qualified demand and measurable pipeline impact.
Strong command of positioning, messaging, audience strategy, campaign development, and performance marketing fundamentals.
Experience managing programs from strategy through execution, including campaign briefs, content development, launch coordination, performance analysis, and iteration.
Experience leading webinars, events or other programs that create and convert B2B demand.
Quantitative orientation and comfort working with funnel metrics, attribution, campaign performance, and conversion data in partnership with Marketing Operations and analytics teams.
Strong cross-functional partnership skills and the ability to influence Sales, Marketing Operations, Product, PR, and other stakeholders without relying on formal authority.
High agency, strong execution velocity, and comfort operating in a fast-paced, ambiguous environment.
A systems mindset focused on building repeatable programs, scalable playbooks, and durable growth processes.

Nice-to-haves

None flagged.

Application prep

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Keywords to mirror

sqlai

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Parental Leave

Wellness