SmartAsset - Director, Advisor Marketing
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT
Requirements
• 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)
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
Benefits
• 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. • Fully Remote Work: • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. • Comprehensive Health Coverage: • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. • Life & Disability Protection: • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. • Financial Wellness: • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. • Time Off That Works: • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
No credit card. Takes 10 seconds.