Director, Advisor Marketing

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

• Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards

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

• 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

• 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)

• 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)

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $141,500-193,000 + 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.