Teams at SmartAsset

Produces personal finance data studies, analyzes datasets, and pitches findings to trade, financial, and consumer media. Manages digital brand reputation, coordinates compliance-reviewed responses, creates and tracks social content for LinkedIn and X, and monitors competitors, regulatory developments, and industry narratives. The role requires strong public-facing writing, data interpretation, research, media outreach, SEO awareness, and familiarity with financial services and AI tools.

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.

Lead advisor-facing demand generation for the Advisor Marketing Platform: develop ICPs, positioning, multi-channel campaigns, webinars/events, content and enablement, run experiments with Marketing Operations, and scale repeatable playbooks to grow MQLs, SALs, and pipeline.