The Account Executive will own the full sales cycle, including prospecting, cold outreach, and closing new business within the financial advisor industry. They will educate prospective clients on the SmartAdvisor platform while maintaining high activity levels and detailed records in Salesforce.
The Senior Manager of Advisor Marketing will develop and execute demand-generation programs to drive growth for the Advisor Marketing Platform. They will collaborate with the Marketing Operations team to manage campaigns, messaging, and advisor-facing content across multiple channels.
You will design clear, usable interfaces for SmartAsset products by creating wireframes, mockups, and prototypes while collaborating with cross-functional pods. Additionally, you will use analytics and A/B test results to iterate on designs and contribute to the shared design system.
Secure and expand relationships with Business Development partners such as banks and RIA firms to drive product adoption and revenue growth. Lead the due diligence process and manage complex contract negotiations for Master Services Agreements.
Develop and scale the web platform's content management architecture using both front-end and back-end services. Collaborate with product teams and architects to design and implement the technical roadmap within an Agile Scrum environment.
Perform high-volume outbound calls to connect consumers with vetted financial advisors and schedule consultations. Log all interactions in the CRM and escalate user pain points to improve the overall client experience.
