SmartAsset is a company that offers comprehensive financial planning tools and resources. It provides calculators for mortgages, taxes, investments, retirement, and personal loans, helping users make informed financial decisions. SmartAsset connects users with vetted financial advisors through its matching platform, focusing on fiduciaries who are legally bound to act in the client's best interest. The company does not provide direct investment management but facilitates connections between users and financial professionals. SmartAsset also offers guides and reviews on various financial products and services to aid users in their financial journeys.
Financial Modelling • Personal Finance • Money • Financial Advisors • Retirement
6 days ago
🏄 California – Remote
⛰️ Colorado – Remote
+6 more states
💵 $89.5k - $151k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📈 Performance Marketing
SmartAsset is a company that offers comprehensive financial planning tools and resources. It provides calculators for mortgages, taxes, investments, retirement, and personal loans, helping users make informed financial decisions. SmartAsset connects users with vetted financial advisors through its matching platform, focusing on fiduciaries who are legally bound to act in the client's best interest. The company does not provide direct investment management but facilitates connections between users and financial professionals. SmartAsset also offers guides and reviews on various financial products and services to aid users in their financial journeys.
Financial Modelling • Personal Finance • Money • Financial Advisors • Retirement
• Responsible for driving more MQLs, optimizing conversion rates, and bridging the gap between marketing and sales. • Own the day-to-day management of demand gen campaigns. • Work closely with sales to develop high-impact marketing and sales enablement materials. • Run marketing campaigns and other growth initiatives end-to-end. • Improve sales enablement efforts, creating resources that help sales teams nurture and close leads more effectively. • Analyze and report on campaign performance, using Salesforce, Tableau, and Mixpanel.
• 3-4 years of demand generation experience, preferably in B2B SaaS • Proven experience with paid media (Google, LinkedIn), ABM, and sales enablement • Strong ability to collaborate with sales, developing lifecycle content and sales materials to improve conversion rates • Hands-on experience managing campaigns and measuring performance with Salesforce, Tableau, Mixpanel, or similar tools • Deep knowledge of lead generation best practices, including MQL optimization and lifecycle marketing • Creative and strategic thinker, able to develop compelling marketing collateral that resonates with financial advisors • Experience with marketing automation, lead scoring, and attribution modeling (preferred) • Background in fintech or financial services marketing (preferred) • Experience creating marketing assets (e.g., slide decks, ad creatives) using tools like Canva or AI-powered design platforms—no graphic design required, just the ability to produce polished, marketable materials. (preferred)
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US. • Medical, Dental, Vision - multiple packages available based on your individualized needs • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available • Supplemental Short-term and Long-term Disability • FSA: Medical and Dependent Care • 401K • Equity packages for each role • Time Off: Vacation, Sick and Parental Leave • EAP (Employee Assistance Program) • Financial Literacy Mentoring Program • Pet Insurance • Home Office Stipend
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