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Advisor Marketing Senior Manager

2 months, 2 weeks ago
United States
Full-time
Senior
Lead Generation Specialist
Marketing and Growth
CRM Email Marketing Generative AI HubSpot LLM Salesforce
Apply Now
SmartAsset

SmartAsset

SmartAsset is a financial technology company that empowers users to make smart financial decisions through free, automated, and personalized tools covering various personal finance areas.

Capital Markets
251-1K
Founded 2011
$161M raised
View All Jobs 2

Description

  • Co-own MQL, SAL, and advisor pipeline growth targets with Marketing Operations and leadership.
  • Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences.
  • Craft positioning, messaging, value propositions, and offers for the Advisor Marketing Platform.
  • Build and execute multi-channel demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels.
  • Translate advisor research, customer insights, sales feedback, and performance data into campaign strategies and testable hypotheses.
  • Lead webinar and event strategy end-to-end, including programming, promotion, partner participation, and post-event follow-up.
  • Develop advisor-facing content and enablement assets such as case studies, email programs, landing pages, campaign content, and sales collateral.
  • Define campaign requirements and partner with Marketing Operations to automate workflows, establish tracking, and scale successful programs.
  • Partner with Sales and Marketing Operations to identify funnel friction and improve conversion through structured experiments.
  • Monitor campaign performance and recommend changes to budget allocation, channel mix, messaging, offers, and priorities.

Requirements

  • 5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisor ecosystem.
  • Understanding of advisor psychology, objections, buying cycles, and the operational realities of growing an advisory firm.
  • Demonstrated ability to build and execute multi-channel programs that generate qualified demand and measurable pipeline impact.
  • Strong command of positioning, messaging, audience strategy, campaign development, and performance marketing fundamentals.
  • Experience managing programs from strategy through execution, including briefs, content development, launch coordination, performance analysis, and iteration.
  • Experience leading webinars, events, or other programs that create and convert B2B demand.
  • Quantitative orientation and comfort working with funnel metrics, attribution, campaign performance, and conversion data.
  • Working fluency with CRM and marketing automation platforms such as Salesforce, HubSpot, Pardot, or Marketo.
  • Strong cross-functional partnership skills and ability to influence stakeholders without formal authority.
  • Experience using generative AI and large language models to accelerate content development, creative iteration, research, and campaign testing.

Benefits

  • Fully remote work within the contiguous U.S.
  • Comprehensive medical, dental, and vision coverage.
  • Company-paid life and AD&D coverage, with supplemental life and disability options.
  • 401(k) with employer match plus FSA and HSA options.
  • Equity packages offered for every role.
  • Generous vacation, sick, and parental leave policies.
  • Pet insurance, home office stipend, and Employee Assistance Program (EAP).
  • Base salary of $140,000-$165,000 for listed locations, plus variable compensation, RSUs, and benefits.

Interested in this position?

Apply directly on the company website

Apply Now

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