Teams at SmartAsset

Owner of strategic partnerships with wirehouses, banks, and RIAs to secure product approval and distribution. Lead due diligence, negotiate MSAs and pricing, drive revenue expansion, enable sales through training and co-branded marketing, ensure compliance, and develop multi-level partner relationships to grow adoption and inbound advisor leads.

Remote inside sales role responsible for full sales cycle: prospecting, cold outreach, educating advisors on SmartAsset's platform, closing deals to meet monthly quotas, and maintaining CRM records. Requires consultative selling, high-volume calling, and collaboration with leadership to grow revenue.

Lead advisor-facing demand generation for the Advisor Marketing Platform: develop ICPs, positioning, multi-channel campaigns, webinars/events, content and enablement, run experiments with Marketing Operations, and scale repeatable playbooks to grow MQLs, SALs, and pipeline.