Advisor Marketing Senior Manager

The role

The Senior Manager of Advisor Marketing will develop and execute programs to generate demand for the Advisor Marketing Platform. This person will lead positioning, messaging, integrated campaigns, partnerships, webinars, events, content, and channel strategy for priority segments.

What you will do

• Co-own MQL, SAL, and advisor pipeline growth targets.
• Develop advisor ICPs, personas, and segment strategies.
• Craft positioning, messaging, value propositions, and offers.
• Build and execute demand-generation campaigns across multiple channels.
• Translate advisor research and performance data into campaign strategies.
• Lead webinar and event strategy end-to-end.
• Develop scalable advisor-facing content and enablement assets.
• Define campaign requirements and partner with Marketing Operations to automate workflows.
• Partner with Marketing Operations and Sales to identify funnel friction and run experiments.
• Monitor program and channel performance and recommend changes.

Required qualifications

• 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.
• 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.
• High agency, strong execution velocity, and comfort operating in a fast-paced, ambiguous environment.
• A systems mindset focused on building repeatable programs, scalable playbooks, and durable growth processes.
• Prolonged periods of sitting at a desk and working on a computer

Nice to have

• Experience using generative AI and large language models to accelerate content development, creative iteration, research, and campaign testing.

Benefits

• Fully Remote Work
• Multiple Medical, Dental, and Vision plan options
• Company-paid Life/AD&D coverage
• Options to add supplemental life and disability plans
• 401(k) with employer match
• Pre-tax savings through FSA and HSA options
• Equity packages
• Generous vacation, sick, and parental leave policies
• Pet insurance
• Home office stipend
• Employee Assistance Program (EAP)

Before you apply

• Applicants must be legally authorized to work in the United States.
• SmartAsset is unable to provide employment visa sponsorship for this position, now or in the future.

About the company

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. It operates the SmartAsset Advisor Marketing Platform (AMP) to connect consumers with participating fiduciary financial advisors.