Senior Advisor, Marketing

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $140k - $165k / year

⏰ Full Time

🟠 Senior

🎡 Marketing

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SmartAsset

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2013

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

SmartAsset is a company that offers comprehensive financial planning tools and resources. It provides calculators for mortgages, taxes, investments, retirement, and personal loans, helping users make informed financial decisions. SmartAsset connects users with vetted financial advisors through its matching platform, focusing on fiduciaries who are legally bound to act in the client's best interest. The company does not provide direct investment management but facilitates connections between users and financial professionals. SmartAsset also offers guides and reviews on various financial products and services to aid users in their financial journeys.

📋 Description

• Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager and leadership • Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences • Craft positioning, messaging, value propositions, and offers reflecting advisor needs and the Advisor Marketing Platform’s differentiated value • Build and execute demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels • Translate advisor research, customer insights, 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, and post-event engagement • Develop 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 experiments improving MQL-to-SAL and SQL-to-revenue conversion • Monitor program and channel performance, communicate insights, and recommend changes to budgets, channel mix, messaging, offers, and campaign priorities • Establish repeatable campaign playbooks and operating rhythms

🎯 Requirements

• 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 • Working fluency with CRM and marketing automation platforms such as Salesforce, HubSpot, Pardot, or Marketo • Strong cross-functional partnership skills and ability to influence stakeholders without formal authority • High agency, strong execution velocity, and comfort operating in a fast-paced, ambiguous environment • Systems mindset focused on repeatable programs, scalable playbooks, and durable growth processes • Experience using generative AI and large language models • Prolonged periods of sitting at a desk and working on a computer • Must be able to communicate via phone calls and/or video conferences • 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

🏖️ Benefits

• Fully remote work within the contiguous U.S. • Multiple Medical, Dental, and Vision plan options through trusted national carriers • Company-paid Life/AD&D coverage • Supplemental life and disability plans • 401(k) with employer match • FSA and HSA options • Equity packages offered for every role • Generous vacation, sick, and parental leave policies • Pet insurance • Home office stipend • Employee Assistance Program (EAP)

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