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<h1>People Business Partner (Limited Term)</h1> at SmartAsset Remote, Contiguous United States <h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About The Role: As we prepare for another transformative year of growth and innovation, we are looking for a strategic, business-savvy People Business Partner who will help scale our people practices while keeping employee experience at the heart of everything we do. In this role, you will partner closely with leaders to shape and execute people strategies that drive performance, enable leadership excellence, and enhance the employee journey across the organization. This is an exciting opportunity to influence the direction of a growing company while embedding a people-first mindset into our culture and operations. As a key member of our evolving People function, you’ll be a trusted coach, a data-informed strategist, and a champion of employee engagement and business success. <h3>What You’ll Do:</h3> <ul> <li> Strategic Business Partnership: Act as a trusted advisor to leaders, aligning people strategies with business goals. Use data and insights to anticipate needs, drive decisions, and support change across teams. </li> <li> Employee Experience &amp; Engagement: Lead initiatives that foster connection, inclusion, and engagement. Own feedback loops and action planning to enhance employee sentiment and culture. </li> <li> Leadership &amp; Talent Development: Coach managers and partner on learning, development, and performance strategies that build capability and support career growth. </li> <li> Performance &amp; Organizational Effectiveness: Design and support performance practices that promote accountability, clarity, and development. Partner on org design and team effectiveness solutions. </li> <li> Employee Relations &amp; Change Support: Provide guidance through moments of change and challenge, ensuring a culture of trust, transparency, and psychological safety.</li> </ul> <h3>What You’ll Bring</h3> <ul> <li>5+ years of HR/People Business Partner experience, ideally in fast-paced or high-growth settings</li> <li>A builder mindset—you’re energized by ambiguity and excited to roll up your sleeves</li> <li>Important</li> <li>Demonstrates a hands-on, team first mindset by taking initiative and proactively identifying solutions </li> <li>Experience across leadership development, employee engagement, performance, and organizational change</li> <li>Strong business acumen and data-savvy decision making</li> <li>A consultative, empathetic approach with excellent communication skills</li> <li>Adaptable, proactive, and solutions-oriented mindset </li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $120,000-165,000 base salary + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

SmartAsset

People Business Partner (Limited-Term)

<h1>Senior Account Manager</h1> at SmartAsset Remote, Contiguous United States <h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: We are looking for a dynamic, strategic, and highly organized Senior Account Manager to join our team. In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. You will play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance. This is an exciting opportunity to make a significant impact in a fast-paced, high-growth startup environment. <h3>About the Job:</h3> Client Relationship Management <ul> <li>Serve as a trusted partner and primary contact for Financial Advisors.</li> <li>Strategically engage and retain clients by understanding their needs.</li> <li>Counsel Advisors on best practices to optimize SmartAsset campaigns.</li> <li>Lead high-priority client escalation calls, including negotiations.</li> </ul> Revenue Growth &amp; Upselling <ul> <li>Maximize revenue by selling additional products and services.</li> <li>Manage and drive revenue in a growing book of business.</li> <li>Utilize Tableau and other sales tools to uncover new business opportunities.</li> </ul> Team Leadership &amp; Mentorship <ul> <li>Mentor junior AMs and lead team meetings and trainings.</li> <li>Represent the AM business in strategic meetings and provide feedback to the leadership team.</li> </ul> Cross-Functional Collaboration <ul> <li>Liaise with Account Executive and Advisor Support teams.</li> <li>Work with sales operations, marketing, and product teams to share advisor insights.</li> <li>Drive adoption of new tools and features across the team.</li> </ul> Operational Excellence <ul> <li>Maintain accurate Salesforce records for Advisor accounts.</li> <li>Assist with Outreach Automation Tool (OAT) setup and maintenance.</li> <li>Investigate billing discrepancies and intermediate finance conversations.</li> <li>Oversee pre-activation processes, including compliance approvals and onboarding.</li> <li>Action feedback from the Concierge team to improve engagement.</li> </ul> Skills/Experience you have: <ul> <li>3+ years of experience in account management or business development, with a proven ability to manage a high volume of clients.</li> <li>Excellent communication skills and a strong phone presence to effectively engage with clients.</li> <li>Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings).</li> <li>Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions.</li> <li>Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management.</li> <li>Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively.</li> </ul> Skills/Experience preferred: <ul> <li>Interest in the financial advisory industry with a strong willingness to learn. While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential.</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Base Salary $70,000-$80,000 and $95,000-$110,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Senior Account Manager

About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Team: We’re a collaborative, experiment-driven demand gen team building something new at SmartAsset. It’s a great time to join us—there’s a big opportunity ahead, and you’ll work closely with a team that’s excited to grow and build together. About the Job: As Demand Generation Manager, you’ll be responsible for driving more MQLs, optimizing conversion rates, and bridging the gap between marketing and sales. You’ll own the day-to-day management of demand gen campaigns, while also working closely with sales to develop high-impact marketing and sales enablement materials, including ads, email nurtures, messaging, and enablement decks. This role is 70% execution, 30% strategy, meaning you’ll be hands-on in campaign execution while also ensuring sales has the right tools and content to effectively convert MQLs into revenue. Responsibilities: <ul> <li>Run marketing campaigns and other growth initiatives end-to-end</li> <li>Own and manage day-to-day demand generation campaigns across paid search, LinkedIn Ads, email nurture, ABM, and sales enablement to increase MQLs.</li> <li>Develop and optimize lifecycle marketing collateral, including email nurtures, sales messaging, ads, and enablement decks to support both marketing and sales teams.</li> <li>Bridge the gap between marketing and sales, ensuring a seamless lead flow, aligned messaging, and high-quality marketing materials that drive conversions.</li> <li>Improve sales enablement efforts, creating resources that help sales teams nurture and close leads more effectively.</li> <li>Analyze and report on campaign performance, using Salesforce, Tableau, and Mixpanel to track ROI, pipeline influence, and key KPIs.</li> <li>Test and scale ABM campaigns, personalizing outreach for high-value advisors to improve engagement and conversions.</li> <li>Support content strategy for demand generation, working on ad copy, email sequences, and messaging frameworks to improve campaign effectiveness.</li> </ul> Skills/Experience you have: <ul> <li>3-4 years of demand generation experience, preferably in B2B SaaS</li> <li>Proven experience with paid media (Google, LinkedIn), ABM, and sales enablement</li> <li>Strong ability to collaborate with sales, developing lifecycle content and sales materials to improve conversion rates</li> <li>Hands-on experience managing campaigns and measuring performance with Salesforce, Tableau, Mixpanel, or similar tools</li> <li>Deep knowledge of lead generation best practices, including MQL optimization and lifecycle marketing</li> <li>Creative and strategic thinker, able to develop compelling marketing collateral that resonates with financial advisors</li> </ul> Skills/Experience preferred: <ul> <li>Experience with marketing automation, lead scoring, and attribution modeling</li> <li>Background in fintech or financial services marketing</li> <li>Experience creating marketing assets (e.g., slide decks, ad creatives) using tools like Canva or AI-powered design platforms—no graphic design required, just the ability to produce polished, marketable materials.</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary Range: $89,500 to $151,000 per year + bonus + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Demand Generation Manager

About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking an experienced Software Engineer to join the QA team. The QA team at SmartAsset aims to improve the stability and quality of our applications by building scalable automated solutions and providing a well-tested environment for developers to freely and quickly make changes. Your role on the team will be to lead the testing efforts of the development team by creating testing solutions and contributing to an existing but new automation suite. This is a unique opportunity to work with a team in the process of making many transformative changes to testing across the organization. You will be working on continuously developing automation in an environment that encourages improvement and innovation. The ideal candidate is a testing leader, collaborative, and is able to adapt quickly to a changing environment. Responsibilities: <ul> <li>Support the testing needs of an Agile Scrum team responsible for critical lead management services.</li> <li>Develop new automated tests for both frontend and backend systems.</li> <li>Collaborate with other QA team members to build a standardized QA suite and align on various testing procedures.</li> <li>Migrate existing Selenium automation tests to Playwright.</li> <li>Work closely with developers and product members to understand the testing needs of the team.</li> <li>Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.</li> </ul> <h4>Skills/Experience you have:</h4> <ul> <li>3+ years of experience working on QA teams with a heavy focus on automation.</li> <li>Strong experience with an automated testing framework such as Selenium, Cypress, or Playwright.</li> <li>Proven experience in developing automated suites with Java and TypeScript (TypeScript required).</li> <li>Knowledge of Git or other source control tools.</li> <li>Familiarity with testing APIs through Postman or other API testing tools.</li> <li>Experience with developing load and stress tests.</li> <li>Experience supporting development teams with testing for both frontend and backend components.</li> <li>Excellent verbal and written communication skills and familiarity working in an Agile environment with a product and development team.</li> <li>Experience in test management tools such as TestRails or Xray (Qase preferred).</li> <li>Ability to build test plans and support the team with both manual and automated testing.</li> <li>Enthusiasm for working in a startup environment and the ability to be cross-functional.</li> <li>Passion for technology and working with a team to continuously improve each other, our tools, and our processes.</li> </ul> <h4>Skills/Experience preferred:</h4> <ul> <li>Experience migrating automation from Selenium to Playwright</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote- flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary range: $98,000-$151,000 per year + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Software Engineer, QA

<h3>Senior Software Engineer, QA</h3> <h3> at SmartAsset</h3> Remote, Contiguous United States About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking an experienced Senior Software Engineer to join the QA team. The QA team at SmartAsset aims to improve the stability and quality of our applications by building scalable automated solutions and providing a well-tested environment for developers to freely and quickly make changes. Your role on the team will be to lead the testing efforts of the development team by creating testing solutions and contributing to an existing but new automation suite. This is a unique opportunity to work with a team in the process of making many transformative changes to testing across the organization. You will be working on continuously developing automation in an environment that encourages improvement and innovation. The ideal candidate is a testing leader, collaborative, and is able to adapt quickly to a changing environment. Responsibilities: <ul> <li>Support the testing needs of an Agile Scrum team responsible for critical lead management services.</li> <li>Develop new automated tests for both frontend and backend systems.</li> <li>Collaborate with other QA team members to build a standardized QA suite and align on various testing procedures.</li> <li>Migrate existing Selenium automation tests to Playwright.</li> <li>Work closely with developers and product members to understand the testing needs of the team.</li> <li>Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.</li> </ul> <h4>Skills/Experience you have:</h4> <ul> <li>3+ years of experience working on QA teams with a heavy focus on automation.</li> <li>Strong experience with an automated testing framework such as Selenium, Cypress, or Playwright.</li> <li>Proven experience in developing automated suites with Java and TypeScript (TypeScript required).</li> <li>Knowledge of Git or other source control tools.</li> <li>Familiarity with testing APIs through Postman or other API testing tools.</li> <li>Experience with developing load and stress tests.</li> <li>Experience supporting development teams with testing for both frontend and backend components.</li> <li>Excellent verbal and written communication skills and familiarity working in an Agile environment with a product and development team.</li> <li>Experience in test management tools such as TestRails or Xray (Qase preferred).</li> <li>Ability to build test plans and support the team with both manual and automated testing.</li> <li>Enthusiasm for working in a startup environment and the ability to be cross-functional.</li> <li>Passion for technology and working with a team to continuously improve each other, our tools, and our processes.</li> </ul> <h4>Skills/Experience preferred:</h4> <ul> <li>Experience migrating automation from Selenium to Playwright</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote- flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary range: $117,000-$176,500 per year + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Senior Software Engineer, QA

Senior Manager, Programmatic &amp; Native Advertising at SmartAsset Remote, Contiguous United States About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: <ul> <li>SmartAsset is looking for a highly analytical and revenue-driven Senior Manager to lead and scale profitable direct-response ad campaigns across Programmatic and Native platforms, including but not limited to DV360, Yahoo DSP, The Trade Desk, and Dianomi.</li> <li>This role requires an expert performance marketer with at least 5 years of hands-on experience managing large-scale campaigns in programmatic display and native advertising. You will own ROI-positive outcomes, oversee multi-million-dollar budgets, and work across internal teams in data science and engineering, as well as collaborate with ad platform reps to maximize efficiency, profitability, and lead quality.</li> <li>We are seeking someone obsessed with performance optimization, who thrives in data-driven environments and has a deep understanding of consumer psychology to craft winning strategies that drive revenue growth.</li> </ul> Responsibilities: <ul> <li>Own programmatic and native campaigns—from strategy and execution to continuous optimization and profitability management.</li> <li>Manage and scale media buys across Yahoo DSP, The Trade Desk, Dianomi, and other platforms, ensuring efficient spend allocation and ROI-driven decision-making.</li> <li>Drive experimentation across bidding strategies, audience segmentation, creative variations, and landing page optimizations to unlock new revenue opportunities.</li> <li>Leverage large data sets to conduct deep-dive performance analyses and extract actionable insights to improve CVR, CPA, ROI, and lead quality.</li> <li>Establish and refine forecasting models to predict spend, performance, and revenue impact.</li> <li>Work cross-functionally with data science, engineering, and marketing teams to ensure proper tracking, attribution, and reporting.</li> <li>Optimize deal structures, including PMP and Programmatic Guaranteed buys, to secure premium placements and inventory.</li> <li>Stay ahead of industry trends and emerging ad tech solutions to drive innovation in programmatic and native advertising.</li> <li>Own high-impact campaigns with significant revenue-driving potential.</li> <li>Collaborate with a talented team of marketers, engineers, and data scientists.</li> <li>Professional development support and growth opportunities.</li> </ul> Skills/Experience you have: <ul> <li>5+ years of hands-on buying experience in programmatic and native advertising (Yahoo DSP, The Trade Desk, Google’s DV360, Dianomi, Outbrain, or similar).</li> <li>Proven track record of managing multi-million-dollar budgets and delivering ROI-positive results.</li> <li>Deep expertise in performance marketing metrics (CPA, CVR, ROAS, LTV) and how to optimize against them.</li> <li>Strong analytical skills with proficiency in Excel, SQL, Tableau, Looker, or similar analytics tools.</li> <li>Technical fluency in ad tech, tracking mechanisms, and bidding strategies.</li> <li>Passion for consumer psychology and the ability to craft compelling campaigns that drive engagement.</li> <li>Ability to thrive in fast-paced, data-driven environments, managing multiple priorities and stakeholders.</li> <li>Experience managing budgets and hitting financial targets, revising forecasts where necessary, and updating leadership.</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="#">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $113,500 - $185k Base + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Senior Manager, Programmatic & Native Advertising

<h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 69 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time. About the team: At Smartasset you will join a team of data scientists, analysts and ML engineers that are at the forefront of AI/ML application for the company. You will have the opportunity to work cross-functionally with leaders from different teams (Marketing, Product, Sales, and Technology), and with our growing Data team. <h3>About the Job:</h3> Responsibilities: Lead data engineering efforts and play a vital role in turning data into a strategic asset by ensuring that data platforms are scalable, secure, and efficient. Lead and mentor a high-performing team of data engineers, fostering innovation and collaboration. Oversee the development of scalable, high-performance data platforms using current technology and best practices. Develop and maintain advanced ETL pipelines in Python. Implement real-time streaming data pipelines. Optimize SQL queries for data retrieval. Utilize AWS services for efficient data storage and processing. Manage cloud storage systems for data storage efficiency. Implement Docker containerization for scalable ETL pipelines. Apply advanced statistical methods for data analysis and modeling. Utilize Snowflake data warehouse for data loading and query optimization. Facilitate data exchange with external vendors and organizations via APIs. Ensure data deliverables adhere to regulatory and security requirements. Establish CI/CD pipelines for automated deployment and testing. Leverage Spark for distributed data processing tasks. Utilize data modeling techniques to guarantee data accuracy. Enhance data pipelines for quality, security, efficiency, and scalability. Use proficient written and verbal communication skills to collaborate with cross-functional teams, facilitating the delivery of data for analytics and machine learning purposes. Position allows telecommuting from anywhere in the U.S. <h3>Skills / Experience You Have: </h3> MINIMUM REQUIREMENTS: Bachelor’s degree or U.S. equivalent in Computer Science, Computer Engineering, Information Management, or related field, plus 5 years of professional experience as a Data Engineer, Information Architect, or any occupation/position/job title involving leading data engineering projects in a production environment. Must also have experience in the following: <ul> <li>2 years of professional experience processing data utilizing Snowflake, Redshift, Spark, or Hadoop; </li> <li>2 years of professional experience prototyping Python-based ETL solutions and translating complex requirements into actionable tools; </li> <li>2 years of professional experience utilizing SQL including advanced query optimization; </li> <li>2 years of professional experience utilizing data modeling and relational database technologies and data warehousing systems including Snowflake or Redshift; </li> <li>2 years of professional experience utilizing cloud platforms including AWS or GCP; </li> <li>and 2 years of professional experience utilizing Spark for distributed data processing.</li> </ul> <h3>Skills / Experience:</h3> In lieu of a Bachelor's degree plus 5 years of experience, the employer will accept a Master's degree or U.S. equivalent in Computer Science, Computer Engineering, Information Management, or related field, plus 3 years of professional experience as a Data Engineer, Information Architect, or any occupation/position/job title involving leading data engineering projects in a production environment. <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote- flexibility to work from anywhere in the US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary range: $176,000-$230,000 per year+ RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Engineering Manager

<h3>About SmartAsset:</h3> 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 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: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EST. Responsibilities: <ul> <li>Interact with consumers via phone (inbound and outbound), email, SMS text and live chat.</li> <li>Guide SmartAsset users through the process of matching and meeting with financial advisors</li> <li>Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors</li> <li>Build valuable relationships with our financial advisor partners</li> <li>Leverage customer service skills and scripted talking points to deliver personalized service</li> <li>Document and communicate user challenges</li> <li>Document all customer interactions and outcomes in our internal CRM</li> <li>Meet personal/team qualitative and quantitative targets</li> <li>Drive innovation by providing thoughtful feedback</li> <li>Other projects and duties as assigned</li> </ul> Required Skills and Experience: <ul> <li>1+ years telephone sales or relevant call center experience </li> <li>Experience with multi-channel support (call, email, chat, SMS, social media) preferred</li> <li>Strong communication skills (Including Email) and a great phone presence</li> <li>Strong email writing skills with attention to detail</li> <li>Ability to learn and quickly adapt based on user and business needs</li> <li>Comfortable in a fast-paced, high growth environment</li> <li>Organized, detail-oriented, and excellent time-management skills</li> <li>Must be available to work some holidays or weekends during peak seasons</li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Employee Resource Groups supporting our underrepresented communities</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> 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 <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45k + Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

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