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Most recent job postings at SmartAsset
via AngelList
posted_at: 5 hours agoschedule_type: Full-timework_from_home: 1
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Job:
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
• Having a consultative approach with clients by understanding their business needs
• Owning the full sales cycle, from prospecting to closing
• Responding to email queries, and converting financial advisor leads into client relationships
• Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform
• Collaborating with company leadership to vet and research different strategies for finding and converting both inbound and cold leads
• Operating with a high level of integrity and able work within organizational Rules of Engagement
• Maintaining contacts and outreach in Salesforce
Skills / Experience You Have:
• 1-3 years proven track record of success in a performance based sales role
• Experience in an inside sales, cold calling, transactional sales role
• Ability to drive deals independently in a fast-paced, dynamic environment
• Comfortable speaking to and persuading prospective clients on the phone
Skills / Experience Preferred:
• Attention to detail; excellent organization and time-management skills
• Comfortable in a fast-paced, high-growth startup environment
• Salesforce experience preferred but not required
• Team player who possess excellent interpersonal skills and communication skills
Available Benefits and Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residentsMinimum Salary of $45 - 65K + commission* *+ equity + benefits *
• Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. *
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Job:
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
• Having a consultative approach with clients by understanding their business needs
• Owning the full sales cycle, from prospecting to closing
• Responding to email queries, and converting financial advisor leads into client relationships
• Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform
• Collaborating with company leadership to vet and research different strategies for finding and converting both inbound and cold leads
• Operating with a high level of integrity and able work within organizational Rules of Engagement
• Maintaining contacts and outreach in Salesforce
Skills / Experience You Have:
• 1-3 years proven track record of success in a performance based sales role
• Experience in an inside sales, cold calling, transactional sales role
• Ability to drive deals independently in a fast-paced, dynamic environment
• Comfortable speaking to and persuading prospective clients on the phone
Skills / Experience Preferred:
• Attention to detail; excellent organization and time-management skills
• Comfortable in a fast-paced, high-growth startup environment
• Salesforce experience preferred but not required
• Team player who possess excellent interpersonal skills and communication skills
Available Benefits and Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residentsMinimum Salary of $45 - 65K + commission* *+ equity + benefits *
• Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. *
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
via AngelList
posted_at: 5 hours agoschedule_type: Full-timework_from_home: 1
About SmartAsset:
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today,
About SmartAsset:
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
• *
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About the Team:
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities:
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
• *
Required Skills and Experience:
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills and Experience:
• Bachelor degree
Available Benefits and Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents Minimum Salary of $117,900 - $226,000 + equity + benefits *
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
• *
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About the Team:
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities:
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
• *
Required Skills and Experience:
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills and Experience:
• Bachelor degree
Available Benefits and Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents Minimum Salary of $117,900 - $226,000 + equity + benefits *
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
via LinkedIn
posted_at: 1 day agoschedule_type: Full-timework_from_home: 1
About SmartAsset
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today,
About SmartAsset
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About The Team
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
Required Skills And Experience
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills And Experience
• Bachelor degree
Available Benefits And Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $117,900 - $226,000 + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About The Team
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
Required Skills And Experience
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills And Experience
• Bachelor degree
Available Benefits And Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $117,900 - $226,000 + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
via Greenhouse
schedule_type: Full-time
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About you:
You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships.
Responsibilities:
• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts
Required Skills and Experience:
• Experience in an account management or business development role
• Experience handling a large volume of clients
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills
Available Benefits and Perks:
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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45 - 60K + commission + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About you:
You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships.
Responsibilities:
• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts
Required Skills and Experience:
• Experience in an account management or business development role
• Experience handling a large volume of clients
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills
Available Benefits and Perks:
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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45 - 60K + commission + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
via AngelList
schedule_type: Full-timework_from_home: 1
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About you:
You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships.
Responsibilities:
• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts
Required Skills and Experience:
• Experience in an account management or business development role
• Experience handling a large volume of clients
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills
Available Benefits and Perks:
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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residentsMinimum Salary of $45 - 60K + commission* *+ equity + benefits *
• Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. *
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About you:
You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships.
Responsibilities:
• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts
Required Skills and Experience:
• Experience in an account management or business development role
• Experience handling a large volume of clients
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills
Available Benefits and Perks:
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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residentsMinimum Salary of $45 - 60K + commission* *+ equity + benefits *
• Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. *
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
via Greenhouse
posted_at: 28 days agoschedule_type: Full-time
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
The advisor marketing team is focused on driving awareness and engagement across the financial advisor community. Our objectives are to define, develop and execute on initiatives that support advisor budget growth and reduce advisor churn as we solidify SmartAsset’s positions as the #1 lead generation platform and success partner for financial advisors. We work closely with the sales, operations, product, tech, training and finance teams as well as across marketing to deliver on shared goals. This team is growing and provides candidates the opportunity to have a significant impact on the business while having exposure to many marketing channels and teams across the organization.
About the Job:
As Sr. Manager of Advisor Marketing, you will be part of a team leading our marketing efforts to develop the network of financial advisors who rely on SmartAsset for new business. Your primary responsibilities will be creating and managing email marketing campaigns and content that are designed to help drive inbound sales leads and grow brand awareness within the financial advisor market.
Responsibilities:
• Develop outbound email marketing campaigns to raise awareness oa dn drive inbound inquiries for new advisor leads.
• Identify segmentation and targeting opportunities within the US advisor base and test a variety of messages, offers, CTAs, etc to optimize channel while driving efficiency and scale
• Coordinate with sales team to design and support multi-channel campaigns that target specific segments of advisors
• Create and manage drip campaigns of advisors who have shown interest in the past
• Work with editorial, content, and ux teams to develop whitepapers and other content that can be used for gathering advisor contact information that can later be used with prospecting and advisor development
• Work with product and UX teams to manage website and improve new user flow and optimize experience once an advisor visits smartasset.com
• Explore paid email and newsletter opportunities
• Partner with others in marketing and across organization on additional outbound marketing campaigns (email, direct mail, professional and social media, etc) to raise awareness and drive inbound inquiries
• Work with direct and enterprise sales teams to develop collateral to support sales efforts and partnership development, including white papers, sales decks, case studies and webinars
Skills / Experience You Have:
• 5+ years of experience designing and managing SMB marketing campaigns including content creation, segmentation, outreach, and tracking/reporting; budget responsibility
• Strong written communication skills; able to write marketing copy as well as manage the campaign
• Experience with Pardot or similar B2B email marketing platform
• Organized, detail-oriented, and excellent time-management skills
• Able to manage multiple projects and priorities at the same time
Skills / Experience Preferred:
• Experience with Salesforce or a similar CRM, as well as B2B marketing automation a plus
• Experience marketing to financial advisors or wealth managers a strong plus
• Analytical mind; able to track and measure campaign success using platforms such as Google Analytics, Mixpanel, etc
• Familiarity with both digital marketing channels (search, social, etc) and traditional (direct mail)
• Comfortable in the fast-paced, high growth environment of a startup
Available Benefits and Perks:
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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $95,500 - 185,000K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
The advisor marketing team is focused on driving awareness and engagement across the financial advisor community. Our objectives are to define, develop and execute on initiatives that support advisor budget growth and reduce advisor churn as we solidify SmartAsset’s positions as the #1 lead generation platform and success partner for financial advisors. We work closely with the sales, operations, product, tech, training and finance teams as well as across marketing to deliver on shared goals. This team is growing and provides candidates the opportunity to have a significant impact on the business while having exposure to many marketing channels and teams across the organization.
About the Job:
As Sr. Manager of Advisor Marketing, you will be part of a team leading our marketing efforts to develop the network of financial advisors who rely on SmartAsset for new business. Your primary responsibilities will be creating and managing email marketing campaigns and content that are designed to help drive inbound sales leads and grow brand awareness within the financial advisor market.
Responsibilities:
• Develop outbound email marketing campaigns to raise awareness oa dn drive inbound inquiries for new advisor leads.
• Identify segmentation and targeting opportunities within the US advisor base and test a variety of messages, offers, CTAs, etc to optimize channel while driving efficiency and scale
• Coordinate with sales team to design and support multi-channel campaigns that target specific segments of advisors
• Create and manage drip campaigns of advisors who have shown interest in the past
• Work with editorial, content, and ux teams to develop whitepapers and other content that can be used for gathering advisor contact information that can later be used with prospecting and advisor development
• Work with product and UX teams to manage website and improve new user flow and optimize experience once an advisor visits smartasset.com
• Explore paid email and newsletter opportunities
• Partner with others in marketing and across organization on additional outbound marketing campaigns (email, direct mail, professional and social media, etc) to raise awareness and drive inbound inquiries
• Work with direct and enterprise sales teams to develop collateral to support sales efforts and partnership development, including white papers, sales decks, case studies and webinars
Skills / Experience You Have:
• 5+ years of experience designing and managing SMB marketing campaigns including content creation, segmentation, outreach, and tracking/reporting; budget responsibility
• Strong written communication skills; able to write marketing copy as well as manage the campaign
• Experience with Pardot or similar B2B email marketing platform
• Organized, detail-oriented, and excellent time-management skills
• Able to manage multiple projects and priorities at the same time
Skills / Experience Preferred:
• Experience with Salesforce or a similar CRM, as well as B2B marketing automation a plus
• Experience marketing to financial advisors or wealth managers a strong plus
• Analytical mind; able to track and measure campaign success using platforms such as Google Analytics, Mixpanel, etc
• Familiarity with both digital marketing channels (search, social, etc) and traditional (direct mail)
• Comfortable in the fast-paced, high growth environment of a startup
Available Benefits and Perks:
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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $95,500 - 185,000K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
via Greenhouse
schedule_type: Full-time
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
This is an unparalleled opportunity to build product experiences that serve one of the most fundamental human needs: finding financial security and freedom. Specifically, your work will empower financial advisors, easing the client acquisition process so that these investors have an expert supporting and serving their needs.
About the Job:
We are seeking an exceptional person to become a leader within the Product team. This person will play a key role in redefining how we serve advisors on the SmartAsset platform by building products that will not only help advisors nurture potential clients and use the platform more effectively, but also partner with internal teams to help serve advisors better. A successful candidate is able to lead with influence such that their team delivers unparalleled customer value that maps back to business impact. You will be responsible for driving product vision, championing the user insights, and ensuring that only the strongest feature concepts are being delivered. You live and breathe SmartValues like we empower our users, earning trust collaborating across the company, leveraging data that fuels our decisions, while continuously striving to rise and adapt.
Responsibilities:
• As a Senior Product Manager on this team, you’ll oversee the full product development lifecycle - from ideation to distribution - taking our Advisor Experience offering to the next level.
• You will drive a strategic vision, own your respective roadmap, and manage multiple projects aimed at delivering products that ease the client acquisition process for advisors.
• You will work cross-functionally, collaborating closely with designers, internal and external technology partners, sales, operations as well as other teams throughout the organization.
• You will measure and report on product metrics with an understanding of their effect on the overall business so that you can recommend impactful new products or product enhancements.
• You will leverage your expertise and share best practices to grow and develop more junior members of the SmartAsset Product team.
Skills / Experience You Have:
• You have at least 5 years of experience in a product management role.
• You have a proven track record of delivering quality work on time, leading cross-functional teams and are knowledgeable in UX design, technology, and data analysis.
• You have experience in an Agile development environment, working directly with internal and external technology partners.
• You have excellent decision-making skills and experience guiding prioritization with the ability to make trade-off decisions to meet customer needs and internal technology constraints.
• You are an exceptional communicator, able to explain complex concepts in simple terms and build consensus around ideas.
• Smart with heart!
Skills / Experience Preferred:
• You are familiar with the financial planning / advice industry.
• You have intermediate or higher knowledge of SQL and experience manipulating large datasets with Python, R, etc.
• You have a BA / BS in an analytical field such as economics, math, computer science, engineering.
Available Benefits & Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $117 - 205K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
This is an unparalleled opportunity to build product experiences that serve one of the most fundamental human needs: finding financial security and freedom. Specifically, your work will empower financial advisors, easing the client acquisition process so that these investors have an expert supporting and serving their needs.
About the Job:
We are seeking an exceptional person to become a leader within the Product team. This person will play a key role in redefining how we serve advisors on the SmartAsset platform by building products that will not only help advisors nurture potential clients and use the platform more effectively, but also partner with internal teams to help serve advisors better. A successful candidate is able to lead with influence such that their team delivers unparalleled customer value that maps back to business impact. You will be responsible for driving product vision, championing the user insights, and ensuring that only the strongest feature concepts are being delivered. You live and breathe SmartValues like we empower our users, earning trust collaborating across the company, leveraging data that fuels our decisions, while continuously striving to rise and adapt.
Responsibilities:
• As a Senior Product Manager on this team, you’ll oversee the full product development lifecycle - from ideation to distribution - taking our Advisor Experience offering to the next level.
• You will drive a strategic vision, own your respective roadmap, and manage multiple projects aimed at delivering products that ease the client acquisition process for advisors.
• You will work cross-functionally, collaborating closely with designers, internal and external technology partners, sales, operations as well as other teams throughout the organization.
• You will measure and report on product metrics with an understanding of their effect on the overall business so that you can recommend impactful new products or product enhancements.
• You will leverage your expertise and share best practices to grow and develop more junior members of the SmartAsset Product team.
Skills / Experience You Have:
• You have at least 5 years of experience in a product management role.
• You have a proven track record of delivering quality work on time, leading cross-functional teams and are knowledgeable in UX design, technology, and data analysis.
• You have experience in an Agile development environment, working directly with internal and external technology partners.
• You have excellent decision-making skills and experience guiding prioritization with the ability to make trade-off decisions to meet customer needs and internal technology constraints.
• You are an exceptional communicator, able to explain complex concepts in simple terms and build consensus around ideas.
• Smart with heart!
Skills / Experience Preferred:
• You are familiar with the financial planning / advice industry.
• You have intermediate or higher knowledge of SQL and experience manipulating large datasets with Python, R, etc.
• You have a BA / BS in an analytical field such as economics, math, computer science, engineering.
Available Benefits & Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $117 - 205K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
via Built In
posted_at: 25 days agoschedule_type: Full-timesalary: 95.5K–185K a yearwork_from_home: 1
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
The advisor marketing team is focused on driving awareness and engagement across the financial advisor community. Our objectives are to define, develop and execute on initiatives that support advisor budget growth and reduce advisor churn as we solidify SmartAsset’s positions as the #1 lead generation platform and success partner for financial advisors. We work closely with the sales, operations, product, tech, training and finance teams as well as across marketing to deliver on shared goals. This team is growing and provides candidates the opportunity to have a significant impact on the business while having exposure to many marketing channels and teams across the organization.
About the Job:
As Sr. Manager of Advisor Marketing, you will be part of a team leading our marketing efforts to develop the network of financial advisors who rely on SmartAsset for new business. Your primary responsibilities will be creating and managing email marketing campaigns and content that are designed to help drive inbound sales leads and grow brand awareness within the financial advisor market.
Responsibilities:
• Develop outbound email marketing campaigns to raise awareness oa dn drive inbound inquiries for new advisor leads.
• Identify segmentation and targeting opportunities within the US advisor base and test a variety of messages, offers, CTAs, etc to optimize channel while driving efficiency and scale
• Coordinate with sales team to design and support multi-channel campaigns that target specific segments of advisors
• Create and manage drip campaigns of advisors who have shown interest in the past
• Work with editorial, content, and ux teams to develop whitepapers and other content that can be used for gathering advisor contact information that can later be used with prospecting and advisor development
• Work with product and UX teams to manage website and improve new user flow and optimize experience once an advisor visits smartasset.com
• Explore paid email and newsletter opportunities
• Partner with others in marketing and across organization on additional outbound marketing campaigns (email, direct mail, professional and social media, etc) to raise awareness and drive inbound inquiries
• Work with direct and enterprise sales teams to develop collateral to support sales efforts and partnership development, including white papers, sales decks, case studies and webinars
Skills / Experience You Have:
• 5+ years of experience designing and managing SMB marketing campaigns including content creation, segmentation, outreach, and tracking/reporting; budget responsibility
• Strong written communication skills; able to write marketing copy as well as manage the campaign
• Experience with Pardot or similar B2B email marketing platform
• Organized, detail-oriented, and excellent time-management skills
• Able to manage multiple projects and priorities at the same time
Skills / Experience Preferred:
• Experience with Salesforce or a similar CRM, as well as B2B marketing automation a plus
• Experience marketing to financial advisors or wealth managers a strong plus
• Analytical mind; able to track and measure campaign success using platforms such as Google Analytics, Mixpanel, etc
• Familiarity with both digital marketing channels (search, social, etc) and traditional (direct mail)
• Comfortable in the fast-paced, high growth environment of a startup
Available Benefits and Perks: 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $95,500 - 185,000K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
The advisor marketing team is focused on driving awareness and engagement across the financial advisor community. Our objectives are to define, develop and execute on initiatives that support advisor budget growth and reduce advisor churn as we solidify SmartAsset’s positions as the #1 lead generation platform and success partner for financial advisors. We work closely with the sales, operations, product, tech, training and finance teams as well as across marketing to deliver on shared goals. This team is growing and provides candidates the opportunity to have a significant impact on the business while having exposure to many marketing channels and teams across the organization.
About the Job:
As Sr. Manager of Advisor Marketing, you will be part of a team leading our marketing efforts to develop the network of financial advisors who rely on SmartAsset for new business. Your primary responsibilities will be creating and managing email marketing campaigns and content that are designed to help drive inbound sales leads and grow brand awareness within the financial advisor market.
Responsibilities:
• Develop outbound email marketing campaigns to raise awareness oa dn drive inbound inquiries for new advisor leads.
• Identify segmentation and targeting opportunities within the US advisor base and test a variety of messages, offers, CTAs, etc to optimize channel while driving efficiency and scale
• Coordinate with sales team to design and support multi-channel campaigns that target specific segments of advisors
• Create and manage drip campaigns of advisors who have shown interest in the past
• Work with editorial, content, and ux teams to develop whitepapers and other content that can be used for gathering advisor contact information that can later be used with prospecting and advisor development
• Work with product and UX teams to manage website and improve new user flow and optimize experience once an advisor visits smartasset.com
• Explore paid email and newsletter opportunities
• Partner with others in marketing and across organization on additional outbound marketing campaigns (email, direct mail, professional and social media, etc) to raise awareness and drive inbound inquiries
• Work with direct and enterprise sales teams to develop collateral to support sales efforts and partnership development, including white papers, sales decks, case studies and webinars
Skills / Experience You Have:
• 5+ years of experience designing and managing SMB marketing campaigns including content creation, segmentation, outreach, and tracking/reporting; budget responsibility
• Strong written communication skills; able to write marketing copy as well as manage the campaign
• Experience with Pardot or similar B2B email marketing platform
• Organized, detail-oriented, and excellent time-management skills
• Able to manage multiple projects and priorities at the same time
Skills / Experience Preferred:
• Experience with Salesforce or a similar CRM, as well as B2B marketing automation a plus
• Experience marketing to financial advisors or wealth managers a strong plus
• Analytical mind; able to track and measure campaign success using platforms such as Google Analytics, Mixpanel, etc
• Familiarity with both digital marketing channels (search, social, etc) and traditional (direct mail)
• Comfortable in the fast-paced, high growth environment of a startup
Available Benefits and Perks: 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $95,500 - 185,000K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
via Greenhouse
posted_at: 20 days agoschedule_type: Full-time
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
This role will join the highly successful, award winning Performance Marketing Team. Metaphorically, this team supplies the fuel to our unicorn rocket ship. In practice, this team uses data, analytics, and a variety of marketing strategies to promote a product that helps people find smarter financial advice, and positively impacts their lives. Our performance marketing team operates on an iterative, test and learn basis. Every dollar spent is evaluated based on ROI and the quality of the user experience. As a member of this team, you will act with autonomy and play a key role in driving growth and success for the company. You will also collaborate with top talent across marketing, product, engineering, and data science. Joining the performance marketing team at SmartAsset not only tethers you to a successful leader in the fintech industry, it accelerates your opportunity for learning and career development while aligning to the mission of helping others make smart financial decisions.
About the Job:
SmartAsset is looking for a numbers-driven Associate Manager to manage direct response, lead generation marketing initiatives across native and programmatic platforms. This person is first and foremost a performance marketer, with experience in negotiating, buying, and managing native and programmatic ads. Much of your time will be spent planning, reporting, optimizing, testing and forecasting campaigns based on performance metrics such as CVR, CPA, ROI & Lead Quality.
The right candidate has a sharp, quantitative mind, obsessed with achieving profitability and scale. You have an affinity for behavioral psychology and operate a disciplined, quantitative testing regime. You spend your time brainstorming new marketing approaches, creative, ad copy, split tests and landing page optimizations. You’re strong in data analysis and highly proficient in Excel.
You'll bring expertise in managing multi-million dollar budgets to hit profitability targets, preferably with a background in lead generation. A successful candidate should be a direct-response digital marketing professional, highly analytical, and committed to making data-driven decisions. The performance of every marketing dollar we spend is tracked and measured and you should have a successful record of scaling businesses accordingly. This position reports to the Sr. Manager of Paid Acquisition.
Responsibilities:
• Own the planning and execution of ROI-positive lead generation campaigns that motivate consumers to engage with financial products and services online
• Manage digital media buys directly with publishers and hands on in native and programmatic platforms (e.g.DV360, Yahoo, Taboola, Outbrain)
• Optimize existing media buys and scout new opportunities to find incremental scale
• Work with internal and external media partners to optimize campaigns, increase efficiency and scale through iterative testing
• Lead new tests and experimentation across ad platforms, bid & audience strategies, ad formats, creative and landing pages
• Continuously uncover new opportunities and test into them, gauging lead quality and increasing investment accordingly
• Collaborate with data & analytics teams to automate and govern reporting dashboards
Skills / Experience You Have:
• 2+ years of media buying experience, preferably working with direct sponsorships, and experience with programmatic platforms such as DV360, Taboola, Outbrain or Yahoo Gemini
• Experience negotiating direct partner deals on CPM, CPC, or CPA basis
• Firm understanding of key digital marketing concepts such as CPC, CTR, CVR, CPA and ROAS and how they are impacted by campaign adjustments, optimizations, and external factors
• Hands on experience with paid media platforms as well as a working knowledge of click/ user behavior and its correlation to marketing funnels
• Strong quantitative background. Highly proficient with Excel and in data analysis
Skills / Experience Preferred:
• Technically adept with a pulse on trends and innovations within ad-tech
• Experience with analytics platforms such as Google Analytics, Campaign Manager 360, Tableau
• Experience with landing page optimization
• Ability to synthesize information about disparate ad sources and find winning approaches to new media buys
• Experience trafficking creative, tracking URLs, and responsible for conversion event accuracy of campaigns
• Record of hitting financial targets, revising forecasts where necessary, and communicating these to leadership
Available Benefits and Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $56,667 - 120K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team:
This role will join the highly successful, award winning Performance Marketing Team. Metaphorically, this team supplies the fuel to our unicorn rocket ship. In practice, this team uses data, analytics, and a variety of marketing strategies to promote a product that helps people find smarter financial advice, and positively impacts their lives. Our performance marketing team operates on an iterative, test and learn basis. Every dollar spent is evaluated based on ROI and the quality of the user experience. As a member of this team, you will act with autonomy and play a key role in driving growth and success for the company. You will also collaborate with top talent across marketing, product, engineering, and data science. Joining the performance marketing team at SmartAsset not only tethers you to a successful leader in the fintech industry, it accelerates your opportunity for learning and career development while aligning to the mission of helping others make smart financial decisions.
About the Job:
SmartAsset is looking for a numbers-driven Associate Manager to manage direct response, lead generation marketing initiatives across native and programmatic platforms. This person is first and foremost a performance marketer, with experience in negotiating, buying, and managing native and programmatic ads. Much of your time will be spent planning, reporting, optimizing, testing and forecasting campaigns based on performance metrics such as CVR, CPA, ROI & Lead Quality.
The right candidate has a sharp, quantitative mind, obsessed with achieving profitability and scale. You have an affinity for behavioral psychology and operate a disciplined, quantitative testing regime. You spend your time brainstorming new marketing approaches, creative, ad copy, split tests and landing page optimizations. You’re strong in data analysis and highly proficient in Excel.
You'll bring expertise in managing multi-million dollar budgets to hit profitability targets, preferably with a background in lead generation. A successful candidate should be a direct-response digital marketing professional, highly analytical, and committed to making data-driven decisions. The performance of every marketing dollar we spend is tracked and measured and you should have a successful record of scaling businesses accordingly. This position reports to the Sr. Manager of Paid Acquisition.
Responsibilities:
• Own the planning and execution of ROI-positive lead generation campaigns that motivate consumers to engage with financial products and services online
• Manage digital media buys directly with publishers and hands on in native and programmatic platforms (e.g.DV360, Yahoo, Taboola, Outbrain)
• Optimize existing media buys and scout new opportunities to find incremental scale
• Work with internal and external media partners to optimize campaigns, increase efficiency and scale through iterative testing
• Lead new tests and experimentation across ad platforms, bid & audience strategies, ad formats, creative and landing pages
• Continuously uncover new opportunities and test into them, gauging lead quality and increasing investment accordingly
• Collaborate with data & analytics teams to automate and govern reporting dashboards
Skills / Experience You Have:
• 2+ years of media buying experience, preferably working with direct sponsorships, and experience with programmatic platforms such as DV360, Taboola, Outbrain or Yahoo Gemini
• Experience negotiating direct partner deals on CPM, CPC, or CPA basis
• Firm understanding of key digital marketing concepts such as CPC, CTR, CVR, CPA and ROAS and how they are impacted by campaign adjustments, optimizations, and external factors
• Hands on experience with paid media platforms as well as a working knowledge of click/ user behavior and its correlation to marketing funnels
• Strong quantitative background. Highly proficient with Excel and in data analysis
Skills / Experience Preferred:
• Technically adept with a pulse on trends and innovations within ad-tech
• Experience with analytics platforms such as Google Analytics, Campaign Manager 360, Tableau
• Experience with landing page optimization
• Ability to synthesize information about disparate ad sources and find winning approaches to new media buys
• Experience trafficking creative, tracking URLs, and responsible for conversion event accuracy of campaigns
• Record of hitting financial targets, revising forecasts where necessary, and communicating these to leadership
Available Benefits and Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $56,667 - 120K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
via Greenhouse
schedule_type: Full-time
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team: This is an unparalleled opportunity to build data product experiences that serve one of the most fundamental human needs to find financial security and freedom through products & services that inspire trust at scale, and aim to provide interactive answers to important personal finance questions—and that's where you come in.
About the Job:
We are looking for an exceptional Product Manager to join our team and help build the next generation of financial products. This role will own SEO for the product team to help support the organic growth of our tools and content featured on our primary web domain SmartAsset.com and financial directory site SmartAdvisorMatch.com.
Responsibilities:
• Build and deliver products. Support the implementation and rollout features involving SEO
• Get to know your customer – Research, analyze data, and review industry best practices to deliver the best user experience.
• Drive a strategic vision – Manage organic growth projects aimed at developing the largest personal finance audience on the web
• Manage complexity – Manage requirements documentation related to technical SEO using advanced tools and practices
• Lead the charge – Work closely with internal Marketing and Technology teams to define scope and prioritize features for product development.
Skills / Experience You Have:
• You have a strong understanding and proven track record executing SEO and organic growth strategies within the organization
• You have strong analytical skills and the ability to dig deep into complex data sets using excel and other analytic tools
• You are an exceptional communicator. You can explain complex concepts in simple terms and know how to build consensus around ideas.
• You have a passion for innovative and experience-focused products. You understand the importance of prioritizing for user experience and have a keen sense for intuitive, simple products that make users happy.
• Experience with the following is required:
• Google Search Console and Google Analytics
• SEMRUSH/Ahrefs, other relevant SEO tools
Skills / Experience Preferred:
• 3-5+ years experience in leading multiple SEO projects, with contending resources and priorities. Shown success of delivering these projects on deadline and within budget.
• Strong organizational skills with the ability to prioritize tasks, work independently, and drive results
• 3-5+ years experience writing user stories, requirements, and documentation as a product owner in an Agile/SCRUM software development environment
• Experience with the following is preferred
• SQL and/or Python
• Tableau or similar BI tools
Available Benefits and Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $99 - 189K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Team: This is an unparalleled opportunity to build data product experiences that serve one of the most fundamental human needs to find financial security and freedom through products & services that inspire trust at scale, and aim to provide interactive answers to important personal finance questions—and that's where you come in.
About the Job:
We are looking for an exceptional Product Manager to join our team and help build the next generation of financial products. This role will own SEO for the product team to help support the organic growth of our tools and content featured on our primary web domain SmartAsset.com and financial directory site SmartAdvisorMatch.com.
Responsibilities:
• Build and deliver products. Support the implementation and rollout features involving SEO
• Get to know your customer – Research, analyze data, and review industry best practices to deliver the best user experience.
• Drive a strategic vision – Manage organic growth projects aimed at developing the largest personal finance audience on the web
• Manage complexity – Manage requirements documentation related to technical SEO using advanced tools and practices
• Lead the charge – Work closely with internal Marketing and Technology teams to define scope and prioritize features for product development.
Skills / Experience You Have:
• You have a strong understanding and proven track record executing SEO and organic growth strategies within the organization
• You have strong analytical skills and the ability to dig deep into complex data sets using excel and other analytic tools
• You are an exceptional communicator. You can explain complex concepts in simple terms and know how to build consensus around ideas.
• You have a passion for innovative and experience-focused products. You understand the importance of prioritizing for user experience and have a keen sense for intuitive, simple products that make users happy.
• Experience with the following is required:
• Google Search Console and Google Analytics
• SEMRUSH/Ahrefs, other relevant SEO tools
Skills / Experience Preferred:
• 3-5+ years experience in leading multiple SEO projects, with contending resources and priorities. Shown success of delivering these projects on deadline and within budget.
• Strong organizational skills with the ability to prioritize tasks, work independently, and drive results
• 3-5+ years experience writing user stories, requirements, and documentation as a product owner in an Agile/SCRUM software development environment
• Experience with the following is preferred
• SQL and/or Python
• Tableau or similar BI tools
Available Benefits and Perks:
• 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
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $99 - 189K + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
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