SmartAsset

Director, Advisor Marketing

SmartAsset

full-time

Posted on:

Location Type: Remote

Location: California • Colorado • United States

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Job Level

Lead

Tech Stack

SQL

About the role

  • 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

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
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.
  • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
  • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
  • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
  • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
  • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B performance marketingpipeline managementwebinar strategymulti-channel acquisitionsegmentationmarketing collateral developmentemail sequencesstructured experimentationrevenue conversionpartner enablement
Soft Skills
strong execution velocityhigh agencysystems thinkingcomfort operating in ambiguitydeep understanding of advisor psychologyability to tie marketing programs to revenue impactcollaboration with sales leadershipclear positioning and messagingquantitative orientationstrong communication