Advisor Marketing Senior Manager
New
S
SmartAssetFintech
Remote, Contiguous United StatesFull-TimeManager
Salary$140,000 - $165,000 Base + Variable + RSUs + benefits
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Job Details
- Experience
- 5-7 years
- Required Skills
- SalesforceHubSpotGenerative AICRM
Requirements
- 5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies.
- Deep understanding of advisor psychology, objections, and buying cycles.
- Demonstrated ability to build and execute multi-channel demand-generation programs.
- Strong command of positioning, messaging, audience strategy, and performance marketing.
- Experience managing end-to-end programs from strategy through execution and analysis.
- Experience leading webinars, events, or similar demand-generation programs.
- Quantitative orientation with comfort working with funnel metrics, attribution, and conversion data.
- Working fluency with CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Pardot, or Marketo).
- Strong cross-functional partnership and influence skills.
- Experience using generative AI and large language models for content and research.
- Systems mindset focused on repeatable programs and scalable playbooks.
Responsibilities
- Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager.
- Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, and broker-dealers.
- Craft clear positioning, messaging, and offers that reflect advisor needs and buying cycles.
- Build and execute demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels.
- Lead webinar and event strategy end-to-end, including programming, promotion, and sales follow-up.
- Define campaign requirements and partner with Marketing Operations to automate workflows and scale programs.
- Establish repeatable campaign playbooks and operating rhythms for efficient scaling.
- Monitor performance data to recommend improvements to budget allocation, channel mix, and messaging.
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