SmartAsset

• Partnership Expansion: Identify, prioritize, and pursue new strategic partnership opportunities within targeted Business Development partners. • Due Diligence Navigation: Serve as the internal and external lead for the due diligence process, working closely with compliance, legal, and product teams to successfully secure product approval and distribution placement on partner platforms. • Relationship Mapping: Develop deep, multi-level relationships within partner organizations, targeting key decision-makers across product, sales, and marketing teams. • Revenue Expansion: Own the ongoing growth and performance of assigned partnerships, consistently identifying opportunities for increased sales volume and product adoption within the channel. • Sales Enablement: Coordinate product training, presentations, and webinars for prospective and current financial advisor clients within our Business Development universe. • Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations. • Pricing Strategy: Coordinate with VP of Sales & Account Management and Sales Operations and Strategy on pricing discussions, negotiations and implementation. • Compliance Adherence: Ensure all partnership activities, contracts, and marketing materials adhere to strict regulatory and compliance requirements specific to our partners, the financial services industry, and SmartAsset. • Joint Marketing: Collaborate with the internal Marketing department and partner marketing teams to develop and execute targeted, co-branded marketing campaigns and sales collateral. • Content Development: Assist in creating high-quality partner-facing content, including pitch decks, training guides, and case studies. • Driving Inbound Interest: Collaborate with B2B marketing and SmartAsset Sales on strategies to drive inbound advisor prospects from our Business Development partners.

• This position presents a high-growth opportunity to be part of a dynamic engineering team that owns the technical and architectural domains of our web platform domain. • You will be part of an AGILE SCRUM team, responsible for running and scaling our web site and other web products. • You will be collaborating closely with everyone around you including our product team and other stakeholders to complete sprint and triage commitments. • You will actively participate and support making key technical decisions, documenting technical and improving processes as we revamp and reshape the services we provide. • Your role will be pivotal in guiding technical designs and ensuring the successful implementation of your team’s roadmap. • Your relentless drive to learn, coupled with a "no challenge is too big" approach, will shape your team's decisions around technology, tooling, and processes. • You present excellent communication skills that enhance collaboration in an asynchronous and fully remote environment

• Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels. • Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership. • Own the operational foundation of Demand Generation. Understand what tools to use and when to use them to drive Marketing Qualified Leads (MQL) volume for the Sales team. • Drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies that accelerate pipeline growth and conversion. • Partake in operationalizing strategic initiatives in support of the broader Go-to-Market (GTM) team - sometimes, as a project leader, other times, as a key contributor. • Develop and execute a customer segmentation strategy based on behavioral, firmographic, and intent data to power effective, multi-channel marketing campaigns.

• Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected). • Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals. • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors. • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience. • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience. • Accurately log all user interactions, challenges, and outcomes in our internal CRM system. • Identify and escalate recurring user pain points to improve the overall experience. • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners. • Support additional projects or initiatives as needed in a fast-paced, collaborative environment.

• Responsible for all aspects of technical accounting, from overseeing technical accounting research related to new and proposed standards to setting internal policies, documenting policies and ensuring compliance to US GAAP and other reporting standards • Monitor and provide interpretation of new GAAP and SEC rules and regulations and their potential effect on the business, as well as establishing implementation plans • Coordinate with internal teams to ensure completeness of accounting assessment and ensuring compliance to US GAAP, and internal policies • Work directly with external auditors on technical accounting questions, documentation and our application of policy • Develop, implement, and maintain effective internal controls and processes to ensure the accuracy of financial reporting, integrity of corporate data, and best practices • Create and manage documentation of processes and policies across financial and operating cycles • Assist with gathering information and documentation necessary for annual audits and other regulatory filings • Assist with the implementation of new accounting systems to better our financial and operating controls, including management of an ongoing project to implement a billing, customer deposit and revenue recognition system. • Responsible for external financial reporting, including footnote disclosures both as a private company and potentially as an SEC registrant • Assist with ad-hoc assignments and special projects

• Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails. • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit. • Scheduling and transitioning pitch calls for Account Executives. • Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics. • Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively. • Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.

• Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology • Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users. • Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content. • Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide. • Partner with our architects to design an enterprise Content Management architecture that can grow and serve the needs of our business for years to come • Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.

About SmartAsset: SmartAsset is the largest investor-to-advisor marketplace in the U.S. We help millions of consumers make smarter financial decisions and connect high-intent investors with vetted financial advisors through our Advisor Marketing Platform (AMP). SmartAsset is building an AI-native growth engine to serve the advisor ecosystem with our high intent referrals and marketing automation tools. For the right B2B marketing leader, this is an opportunity to architect and scale the go-to-market motion for a category-defining platform. If you’re motivated by building systems that compound, influencing an entire industry, and turning strategic partnerships into measurable revenue, SmartAsset offers both the platform and the mandate to do it. About the Job: SmartAsset is hiring a Director of Advisor Marketing to own its B2B marketing engine. We operate one of the largest marketplaces connecting investors with financial advisors. Our next phase of growth requires a high-agency B2B leader who understands the advisor ecosystem deeply: RIAs, broker-dealers, hybrid advisors - and can architect a scalable, modern, AI-native go-to-market motion. This role owns advisor pipeline growth across direct acquisition, lifecycle automation, firm partnerships and co-marketing initiatives, webinars and events, and multi-channel performance strategy. You will work directly with executive leadership and partner closely with a GTM Engineer to build systems - not just campaigns. This is a revenue-owning, systems-building leadership role. You will be hands-on. Responsibilities: - Own advisor pipeline growth targets tied to revenue outcomes - Develop ICP segmentation across RIAs, hybrid advisors, and broker-dealers - Craft clear positioning and messaging that resonates with advisors - Design and oversee multi-channel acquisition strategy (Paid, LinkedIn, outbound, lifecycle) - Partner with PR to amplify customer success stories and social proof - Develop scalable partner enablement assets (email sequences, case studies, marketing collateral) - Own webinar strategy end-to-end, including co-hosted events and post-event pipeline conversion - Partner with GTM Engineer to automate workflows and standardize AI-driven GTM processes - Improve MQL → SQL → Revenue conversion through structured experimentation - Align tightly with sales leadership to ensure marketing drives measurable revenue - Build and expand co-marketing partnerships Skills/Experience you have: - 5–10+ years marketing to RIAs, broker-dealers, or fintech serving financial advisors - Deep understanding of advisor psychology, objections, and buying cycles - Strong command of B2B performance marketing fundamentals (paid, outbound, lifecycle) - Demonstrated ability to tie marketing programs to pipeline and revenue impact - Experience leading webinars or event-driven pipeline programs - Fluency with CRM and marketing automation tools (Salesforce, HubSpot, Marketo, etc.) - Quantitative orientation and comfortable working with attribution and funnel metrics - High agency, strong execution velocity, and comfort operating in ambiguity - Systems thinker who builds scalable processes rather than managing tasks 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) 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 Recruiting@smartasset.com. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* [] + 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.

• You will build and operate the systems that drive advisor acquisition, lifecycle automation, and revenue attribution. • Using large language models (LLMs), automation, APIs, and data pipelines, you will replace manual marketing work with scalable infrastructure. • Advisor Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) growth, while holding or improving Cost Per Lead (CPL) and lead quality. • A step-change in experimentation velocity across creative, landing pages, and lifecycle. • Closed-loop attribution from marketing source to closed revenue. • Incremental pipeline unlocked without adding Sales Development Representative (SDR) headcount. • AI-native content and campaign generation across ads, email, landing pages, and nurture — with an evaluation layer for brand voice, conversion intent, and SEC/FINRA compliance before anything ships. • Persona segmentation and enrichment pipelines that map inbound leads in real time and personalize outreach, nurture, and sales talking points. • Paid media automation across Google and LinkedIn Ads — bid rules, creative rotation, suppression, budget logic — driven by APIs, not manual operation. • Lifecycle and nurture systems with suppression logic across paid, Customer Relationship Management (CRM), and lifecycle channels. • Multi-touch attribution and a unified marketing–sales performance layer with one trusted view of lead quality, pipeline, and revenue by source and persona. • Agentic workflows that coordinate enrichment, scoring, outreach, and follow-up across CRM, email, and paid platforms.

• Own advisor pipeline growth targets tied to revenue outcomes • Develop ICP segmentation across RIAs, hybrid advisors, and broker-dealers • Craft clear positioning and messaging that resonates with advisors • Design and oversee multi-channel acquisition strategy (Paid, LinkedIn, outbound, lifecycle) • Partner with PR to amplify customer success stories and social proof • Develop scalable partner enablement assets (email sequences, case studies, marketing collateral) • Own webinar strategy end-to-end, including co-hosted events and post-event pipeline conversion • Partner with GTM Engineer to automate workflows and standardize AI-driven GTM processes • Improve MQL → SQL → Revenue conversion through structured experimentation • Align tightly with sales leadership to ensure marketing drives measurable revenue • Build and expand co-marketing partnerships