Advisor Marketing Senior Manager

SmartAsset
United States
Workplace: RemoteFull timeUSD 140,000 - 165,000 annuallyFunction: Marketing & GrowthSkills: ["Cross-functional partnership","Influence without authority","Execution velocity","Structured experimentation","Systems thinking"]

Build and execute advisor marketing programs that drive demand for the Advisor Marketing Platform. Own MQL, SAL, and advisor pipeline growth alongside Marketing Operations, defining advisor ICPs and segment strategies, crafting positioning and value propositions, and leading multi-channel demand-generation campaigns across paid, outbound, lifecycle, organic, webinars, and events. Use research, frontline feedback, and performance data to continuously improve funnel conversion, measurement, and scalable campaign playbooks.

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FursaFursa
SmartAsset
SmartAsset
19 hours ago

Advisor Marketing Senior Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Build and execute advisor marketing programs that drive demand for the Advisor Marketing Platform. Own MQL, SAL, and advisor pipeline growth alongside Marketing Operations, defining advisor ICPs and segment strategies, crafting positioning and value propositions, and leading multi-channel demand-generation campaigns across paid, outbound, lifecycle, organic, webinars, and events. Use research, frontline feedback, and performance data to continuously improve funnel conversion, measurement, and scalable campaign playbooks.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Marketing & Growth
Seniority: Sr. Manager level

Key Responsibilities

  • •Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager, with accountability for marketing programs and market inputs.
  • •Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences; translate them into activated audiences and measurable campaigns.
  • •Craft positioning, messaging, value propositions, and offers aligned to advisor needs, objections, buying cycles, and the differentiated value of the platform.
  • •Build and execute multi-channel demand-generation campaigns across paid media, outbound, lifecycle, organic, webinars, and event channels.
  • •Lead webinars and events end-to-end and develop scalable advisor-facing content and enablement assets (e.g., case studies, email programs, landing pages, sales collateral).

Pay and Benefits

Salary: USD 140,000 - 165,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kFsaHsaEquityLife InsuranceDisability InsurancePaid LeaveParental LeavePet InsuranceHome OfficeEap

Key Requirements

  • •5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisor ecosystem.
  • •Understand advisor psychology, objections, and buying cycles, including operational realities of growing an advisory firm.
  • •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 briefs, content development, launch coordination, and performance analysis and iteration.
Experience:FintechFinancial servicesB2BDemand generation
Skills:Cross-functional partnershipInfluence without authorityExecution velocityStructured experimentationSystems thinking
Tech Stack:SalesforceHubSpotPardotMarketoCRMMarketing automationGenerative AILarge language modelsWebinarsEventsPaid mediaOutboundLifecycleAttribution

Company Brief

SmartAsset
Provides personal finance advice, calculators, and tools to help consumers make informed financial decisions and connect with financial advisors. Offers content on investing, mortgages, retirement, taxes, and banking alongside data-driven financial planning resources.
Industry: Wealth Management
Company Size: Medium (51 to 250 employees)
Growth: Established Company
Headquarters: New York, United States
Founded: 2012
WebsiteLinkedIn