Jobs at SmartAsset

Owner of strategic partnerships with wirehouses, banks, and RIAs to secure product approval and distribution. Lead due diligence, negotiate MSAs and pricing, drive revenue expansion, enable sales through training and co-branded marketing, ensure compliance, and develop multi-level partner relationships to grow adoption and inbound advisor leads.

Work on the Web Platform team to design, build, and scale a new content management system. Contribute to front- and backend services, participate in Agile sprints, make technical decisions, mentor teammates, and help migrate and improve content delivery and cloud infrastructure.

Handle high-volume outbound calls to connect consumers with vetted financial advisors, schedule consultations, meet performance metrics, log interactions in CRM, escalate recurring issues, and share process-improvement insights while supporting cross-functional projects.

Drive and optimize the full lead-to-revenue lifecycle, build dashboards and KPIs, manage demand generation operations and martech stack, align marketing and sales to accelerate pipeline, operationalize GTM initiatives, and develop customer segmentation to power multi-channel campaigns using data-driven insights.

Drive full sales cycle for SmartAsset Advisor Marketing Platform: prospect and cold outreach, educate advisors on platform ROI, manage Salesforce records, meet monthly quotas, and close new clients while collaborating on growth strategies.