Advisor Marketing Senior Manager

Responsibilities include: Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager and leadership, with clear accountability for the marketing programs and market inputs that drive those outcomes. Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences; partner with Marketing Operations to translate those strategies into activated audiences and measurable campaigns. Craft clear positioning, messaging, value propositions, and offers that reflect advisor needs, objections, buying cycles, and the differentiated value of the Advisor Marketing Platform. Build and execute demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels. Translate advisor research, customer insights, frontline sales feedback, and performance data into campaign strategies, content briefs, creative concepts, and testable hypotheses. Lead webinar and event strategy end-to-end, including programming, promotion, partner participation, sales follow-up strategy, and post-event engagement. Develop scalable advisor-facing content and enablement assets, including 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 Marketing Operations and Sales to identify funnel friction and run structured experiments that improve MQL-to-SAL and SQL-to-revenue conversion. Monitor program and channel performance, communicate actionable insights, and recommend changes to budget allocation, channel mix, messaging, offers, and campaign priorities. Establish repeatable campaign playbooks and operating rhythms that allow successful programs to scale efficiently rather than relying on one-off campaigns. Skills and experience you have include: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 campaign 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 in partnership with Marketing Operations and analytics teams. Working fluency with CRM and marketing automation platforms such as Salesforce, HubSpot, Pardot, or Marketo; this role does not need to be the system administrator but must be able to define clear business and campaign requirements. Strong cross-functional partnership skills and the ability to influence Sales, Marketing Operations, Product, PR, and other stakeholders without relying on formal authority. 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. Experience using generative AI and large language models to accelerate content development, creative iteration, research, and campaign testing.

Physical requirements include: Prolonged periods of sitting at a desk and working on a computer Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available benefits and perks include: 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) SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.