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<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <p>We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion <em>to further fuel SmartAsset’s continued growth of its market-defining SmartAdvisor platform. </em>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.</p> <p>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. </p> <h3><strong>About the Team: </strong></h3> <p>You’ll be working with a new and growing team that is responsible for the content management architecture at SmartAsset. This team is working to build out the future content management systems to create, serve, and innovate on the financial information that attracts our users and has built our brand. Your role on this team will involve working on both front and backend services as we build and migrate our new content management system while working closely with our organizational architects to design the future of how we serve content.</p> <h3><strong>About the Job: </strong></h3> <p><strong>Responsibilities:</strong></p> <ul> <li>Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology</li> <li>Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users.</li> <li>Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content.</li> <li>Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide.</li> <li>Partner with our architects to design an enterprise Content Management architecture that can grow and serve the needs of our business for years to come</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> <p><strong>Skills / Experience You Have:</strong></p> <ul> <li>5+ years experience building full stack web applications. </li> <li>Strong experience building, shipping, scaling and operating Java web applications</li> <li>Strong experience with ReactJS and NodeJS frameworks and building modular content for the modern web.</li> <li>Proficient with SQL and comfortable working with relational databases.</li> <li>Strong knowledge of Git or other source control tools.</li> <li>Experience designing complex cloud solutions based on AWS and the ability to plan the implementation of these solutions.</li> <li>Demonstrated critical and strategic thinking about business, products, and technical challenges to stakeholders</li> <li>Excellent verbal and written communication skills and familiarity working in an agile environment.</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><strong>Skills / Experience Preferred: </strong></h4> <ul> <li>Experience using or integrating headless WordPress or other Content Management tools.</li> <li>Knowledge or experience with the NextJS framework and GraphQL.</li> <li>Experience working with A/B testing tools such as Optimizely.</li> <li>Familiarity with Terraform or other IaC tools.</li> <li>Experience with ad serving platforms such as DFP</li> </ul> <h3><strong>Available Benefits and Perks:</strong></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>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: 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>  <p><em>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>.</em></p>  <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $117k- 180k base salary + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

SmartAsset

Sr. Full Stack Software Engineer, Web Platform

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <p><strong>About the team: </strong></p> <p>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.</p> <h3><strong>About the Job:</strong></h3> <p><strong>Responsibilities</strong>: </p> <p>Multiple positions available. Lead data engineering efforts by collaborating with cross-functional teams to harness the power of data and turn it into a strategic asset that drives business forward. Architect and oversee the development of scalable, dependable, and high-performance integrated data platforms. Create and maintain advanced ETL pipelines using Python. Implement real-time streaming data pipelines for application integration. Leverage advanced SQL expertise to optimize queries and data retrieval. Harness AWS services for efficient data storage and processing. Manage cloud storage systems to optimize data asset storage efficiency. Implement Docker containerization and orchestration to support scalable ETL pipelines. Apply advanced statistical methods for intricate data analysis and modeling. Utilize Snowflake data warehouse for loading data and optimizing query performance. Use strong communication skills (written and verbal) to facilitate data exchange with external vendors and organizations, including integration using APIs. Ensure all data deliverables adhere to regulatory and security requirements as defined by stakeholders. Establish CI/CD pipelines for automated deployment and rigorous testing. Leverage Spark for distributed data processing tasks. Utilize data modeling techniques to guarantee data accuracy and integrity. Enhance data pipelines quality, security, efficiency, and scalability in alignment with best practices. Take ownership of and drive technical projects in a dynamic environment. Collaborate with Data Analysts, Data Scientists, Database Architects, cross- functional teams, and business partners to deliver data supporting analytics and machine learning initiatives. Mentor fellow data engineers and advocate for best practices in data system development. Position allows telecommuting from anywhere in the U.S.</p>  <h3><strong>Skills / Experience You Have: </strong></h3> <p>MINIMUM REQUIREMENTS: Bachelor’s Degree or U.S. equivalent in Computer Science, Computer Engineering, Information Technology, Telecommunications Engineering, Business Analytics, or related field, plus 5 years of professional experience as a Data Engineer, Information Architect, or any occupation/position/job title involving data engineering including constructing ETL pipelines in a production environment.</p> <p>Must also have experience in the following: </p> <ul> <li>2 years of professional experience processing data with a massively parallel technology (including Snowflake, Redshift, and Spark or Hadoop based big data solution);</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 with data modeling and relational database technologies utilizing data warehousing systems including Snowflake and 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><strong>Skills / Experience:</strong></h3> <p>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 Technology, Telecommunications Engineering, Business Analytics, or related field, plus 3 years of professional experience as a Data Engineer, Information Architect, or any occupation/position/job title involving data engineering including constructing ETL pipelines in a production environment.</p> <h3><strong>Available Benefits and Perks: </strong></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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* </em><strong><em>Salary range: $176,000-$230,000 per year+ RSUs + benefits.</em></strong></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Principal Data Engineer

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <p><strong>About the team: </strong></p> <p>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.</p> <h3><strong>About the Job:</strong></h3> <p><strong>Responsibilities</strong>: </p> <p>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.</p>  <h3><strong>Skills / Experience You Have: </strong></h3> <p>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.</p> <p>Must also have experience in the following: </p> <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><strong>Skills / Experience:</strong></h3> <p>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.</p> <h3><strong>Available Benefits and Perks: </strong></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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* </em><strong><em>Salary range: $176,000-$230,000 per year+ RSUs + benefits.</em></strong></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Senior Data Engineering Manager

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <h3><strong>About the Team:</strong></h3> <p>This is an unparalleled opportunity to build data product experiences that <em>serve one of the most fundamental human needs</em> to <em>find financial security and freedom</em> through products &amp; services that inspire trust at scale, and provide accurate interactive answers to important personal finance questions—and that's where you come in.</p>  <h3><strong>About the Job: </strong></h3> <p>We are looking for an exceptional Product Manager to join our team and help build the next generation of financial products. This role will help support the growth of the SmartAdvisor, the largest Financial Advisor marketplace in the U.S. </p>  <h3><strong>Responsibilities: </strong></h3> <ul> <li>Lead the development of a product strategy and roadmap aligned with company goals and informed by market research and user feedback.</li> <li>Work closely with the data science, application engineering, and concierge teams to define product requirements, prioritize features, and ensure timely delivery of high-quality solutions that meet user needs</li> <li>Serve as the primary point of contact for internal stakeholders, including executives, product teams, and cross-functional teams, providing regular updates on project status, soliciting feedback, and addressing concerns.</li> <li>Define KPIs and implement mechanisms for tracking and analyzing product performance, using data-driven insights to identify areas for improvement and drive continuous optimization.</li> </ul> <h3><strong>Skills / Experience You Have: </strong></h3> <ul> <li>Minimum 5 years of experience in product management, preferably within the financial services or technology sector.</li> <li>Proven track record of successfully leading, delivering, and scaling product development initiatives.</li> <li>Strong understanding of data platforms and LLM's and their potential applications in optimizing financial advisor workflows.</li> <li>Experience working with predictive modeling platforms and A/B testing methodologies.</li> <li>Excellent analytical skills with proficiency in SQL for data analysis and manipulation.</li> <li>Exceptional communication and stakeholder management skills with the ability to influence cross-functional teams and navigate competing priorities.</li> <li>Experience in managing delivery with cross-functional teams: Proven ability to collaborate effectively with data science, application engineering, and customer service teams to deliver complex projects on time and within budget.</li> <li>Strong understanding of user experience principles: Experience conducting user research, gathering feedback, and translating insights into actionable product improvements that enhance the overall user experience.</li> <li>Analytical skills and data-driven decision-making: Proficiency in analyzing data metrics, defining key performance indicators (KPIs), and using quantitative insights to inform product strategy and drive business outcomes.</li> <li>Excellent communication and stakeholder management skills: Ability to effectively communicate product vision, priorities, and progress to internal and external stakeholders, build consensus, and navigate competing priorities in a fast-paced environment.</li> </ul> <h3><strong>Skills / Experience Preferred: </strong></h3> <ul> <li>Experience working with Salesforce platforms and development teams</li> <li>Proven track record defining and delivering data products (e.g algorithms, XaaS)</li> <li>Proficiency in SQL (Structured Query Language) for data analysis and manipulation, enabling the ability to query databases, extract insights, and inform product decisions.</li> <li>Experience designing and implementing A/B tests using platforms such as Google Optimize, Optimizely, or similar tools, to optimize product features and user experiences through iterative experimentation.</li> <li>Familiarity with Agile principles and practices, such as Scrum or Kanban, and experience working in Agile development environments, facilitating sprint planning, backlog grooming, and cross-functional collaboration to deliver iterative product enhancements.</li> </ul> <h3><strong>Available Benefits and Perks:</strong></h3> <h4>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US.</h4> <ul> <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>Pet Insurance</li> <li>Home Office Stipend</li> </ul>  <p><em>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>.</em></p>  <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $140k- 180k base salary + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Senior Product Manager (AI focus with LMM)

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <p><strong>About the team: </strong></p> <p>The Account Executive sales team at SmartAsset is a group of 40+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally. </p> <h3><strong>About the Job:</strong></h3> <ul> <li>Comfortability working in a high volume activity/sales environment and being on monthly quotas</li> <li>Identifying and developing potential new clients through prospecting and cold outreach</li> <li>Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform</li> <li>Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach. </li> <li>Owning the full sales cycle, from prospecting to closing</li> <li>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 </li> <li>Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement</li> <li>Staying organized, maintaining contacts and outreach in Salesforce</li> </ul>  <h3><strong>Skills / Experience You Have: </strong></h3> <ul> <li>3-5 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment</li> <li>Experience in an inside sales, cold calling, transactional sales role</li> <li>Ability to drive deals independently in a fast-paced, dynamic environment</li> <li>Comfortable speaking to and persuading prospective clients on the phone and making 80+ calls per day</li> </ul> <p><strong><br><br></strong></p> <h3><strong>Skills / Experience Preferred:</strong></h3> <ul> <li>Attention to detail; excellent organization and time-management skills</li> <li>Comfortable in a fast-paced, high-growth startup environment</li> <li>Salesforce experience preferred but not required</li> <li>Team player who possess excellent interpersonal skills and communication skills</li> </ul> <h3><strong>Available Benefits and Perks: </strong></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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $75,000 base salary and up to $130,000 OTE + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Account Executive

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <h3><strong>About the Job</strong></h3> <p>As Sr. Manager of Advisor Marketing, you will contribute to the marketing strategy of the SmartAsset financial Advisor Marketing Platform (AMP), and execute campaigns that drive new client acquisition and existing client retention. </p> <p>The right candidate has a passion for marketing and expertise in effective direct response advertising principles across a variety of channels. You’re able to apply sound reasoning and problem-solving to independently tackle growth challenges. You can formulate strategies to hit growth targets and adjust them based on iterative testing. You understand how to analyze funnel metrics and respond effectively to the most important insights. You can create projections. You know how to structure a valid test, interpret results, and integrate findings into a test roadmap. And you have experience setting up email campaigns (coding, segmenting, deploying), landing pages on common CRO platforms, and tracking (through GTM). You’re not afraid to move quickly, try new things, and achieve results.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Develop marketing strategies to drive adoption and retention of users on the SmartAsset Advisor Marketing Platform with minimal support or guidance.</li> <li>Own discrete marketing campaigns from ideation and opportunity sizing through reporting and optimization.</li> <li>Analyze campaign performance and make data-driven changes for improvement.</li> <li>Work with stakeholders on the Sales team to develop campaigns/collateral that improve efficiency or support product communications.</li> <li>Work with marketing teammates on multi-channel campaigns that require orchestration (ie. SEO, Paid Media).</li> <li>Collaborate with Product to improve MQL capture rate of smartasset.com.</li> <li>Report on campaign performance pacing on a weekly, monthly, and quarterly basis.</li> <li>Manage and improve workflows where possible to improve efficiency.</li> </ul> <p><strong>Skills / Experience You Have: </strong></p> <ul> <li>5+ years of experience designing and managing B2B marketing campaigns including content creation, segmentation, deployment and iterative testing.</li> <li>Deep knowledge of email marketing tactics, tools, and industry developments.</li> <li>Strong written communication skills; able to write marketing copy independently.</li> <li>Strong analytical skills; makes decisions based on data.</li> <li>Experience using Google Analytics, Mixpanel, and/or other web analytics platforms.</li> <li>Familiarity with placing and testing tags in Google Tag Manager or other tag management product.</li> </ul> <p><strong>Skills / Experience Preferred:</strong></p> <ul> <li>Prior experience using Pardot is a plus.</li> <li>Prior experience using Salesforce is a strong plus</li> <li>Able to identify the priority(s) at any given time, as the startup environment is dynamic.</li> <li>Comfortable managing through ambiguity.</li> </ul> <p><strong>Available Benefits and Perks: </strong></p> <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>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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $94,500 -140k Base + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States</em></p>

Senior Manager of Advisor Marketing

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <h3><strong>About the Job</strong></h3> <p>As Director of Newsletter Marketing, you will lead the strategy and execution of SmartAsset's newsletters (3) to drive revenue for the business. </p> <p>The right candidate has a deep passion for, and expertise in, marketing with experience in managing effective email programs across the subscriber lifecycle. You apply sound reasoning and problem-solve to independently tackle challenges, from improving inboxing to increasing subscriber retention rate to generating more yield. You can formulate strategies to hit growth targets and adjust them based on iterative testing. You understand how to analyze metrics and respond effectively to the most important insights. You can create projections. You know how to structure a valid test, interpret results, and integrate findings into a test roadmap. And as a leader, you're able to guide a cross-functional team to achieve results. You’re not afraid to move quickly and try new things.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Identify the biggest opportunities to drive revenue growth from SmartAsset's newsletters; develop strategies to exploit them, and execute the strategies.</li> <li>Analyze channel / segment / campaign performance and make data-driven changes for improvement, in some cases, by mobilizing teammates.</li> <li>Manage inbox placement to maximize email campaign effectiveness through incorporating processes and best practices to improve deliverability.</li> <li>Improve SmartAsset's subscriber acquisition channels to expand our newsletter audience.</li> <li>Own the test roadmap from opportunity sizing through execution and analysis.</li> <li>Generate, test, and optimize house ads in the newsletters.</li> <li>Create revenue projections. Report on campaign performance pacing on a weekly, monthly, and quarterly basis.</li> <li>Manage and improve workflows where possible to improve efficiency.</li> </ul> <p><strong>Skills / Experience You Have: </strong></p> <ul> <li>7+ years of experience designing and managing marketing campaigns including content creation, segmentation, deployment and iterative testing.</li> <li>Deep knowledge of email marketing tactics, tools, and industry developments.</li> <li>Strong written communication skills; able to write marketing copy independently.</li> <li>Strong analytical skills; makes decisions based on data.</li> <li>Experience using an automated marketing platform like MailChimp, HubSpot, Klaviyo, Iterable, or Blueshift.</li> <li>Experience using Google Analytics, Mixpanel, and/or other web analytics platforms.</li> <li>Success leading impactful cross-functional initiatives.</li> <li>Self-directed and comfortable managing through ambiguity.</li> </ul> <p><strong>Skills / Experience Preferred:</strong></p> <ul> <li>Experience marketing B2C and B2B is preferred.</li> <li>Prior experience using Pardot is a plus.</li> <li>Able to identify the priority(s) at any given time, as the startup environment is dynamic.</li> </ul> <p><strong>Available Benefits and Perks: </strong></p> <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>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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $94,500 -140k Base + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States</em></p>

Director of Marketing, Newsletters

<h3><strong>About SmartAsset:</strong></h3> <p>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. </p> <p><strong>About You:</strong></p> <p>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.</p> <p>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.</p> <p><strong>This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EST.</strong></p> <p><strong>Responsibilities:</strong></p> <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> <p><strong>Required Skills and Experience:</strong></p> <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><strong>Available Benefits and Perks: </strong></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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45k + Commission + equity + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States</em></p>

Client Experience Specialist

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <p>We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion <em>to further fuel SmartAsset’s continued growth of its market-defining SmartAdvisor platform. </em>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.</p> <p>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. </p> <h3><strong>About the Team: </strong></h3> <p>You’ll be working on the Core Services team. The Core Services team is dedicated to supporting the systems that SmartAsset depends on to support Advisors, validate and deploy leads, and provide custom integrations for our enterprise clients. As part of the Core Services team, you’ll work closely with teams both upstream and downstream to protect the integrity of Advisor and investor data for all its uses. You’ll get the opportunity to work with many other talented individuals and feel that you’re making an impact in the work that you’re doing.</p> <h3><strong>About the Job: </strong></h3> <p><strong>Responsibilities:</strong></p> <ul> <li>Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology</li> <li>Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users.</li> <li>Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content.</li> <li>Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide.</li> <li>Partner with our architects to design an enterprise Content Management architecture that can grow and serve the needs of our business for years to come</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> <p><strong>Skills / Experience You Have:</strong></p> <ul> <li> <strong>5+ years engineering experience </strong>building full stack web applications. </li> <li> <strong>Languages: </strong>Strong experience building, shipping, scaling and operating Java web applications with experience in ReactJS and NodeJS frameworks and building modular content for the modern web.</li> <li> <strong>Databases: </strong>Proficient with SQL and comfortable working with relational databases.</li> <li> <strong>Source Control: </strong>Strong knowledge of Git or other source control tools.</li> <li> <strong>Cloud Solutions: </strong>Experience designing complex cloud solutions based on AWS and the ability to plan the implementation of these solutions.</li> <li>Demonstrated critical and strategic thinking about business, products, and technical challenges to stakeholders</li> <li>Excellent verbal and written communication skills and familiarity working in an agile environment.</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><strong>Skills / Experience Preferred: </strong></h4> <ul> <li>Experience using or integrating headless WordPress or other Content Management tools.</li> <li>Knowledge or experience with the NextJS framework and GraphQL.</li> <li>Experience working with A/B testing tools such as Optimizely.</li> <li>Familiarity with Terraform or other IaC tools.</li> <li>Experience with ad serving platforms such as DFP</li> </ul>  <h4><strong>Physical Requirements: </strong></h4> <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>  <h4><strong>Available Benefits and Perks: </strong></h4> <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>Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K - with immediate vesting</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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of </em><em>$110 - 170K </em><em>+ RSUs + benefits </em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. </em></p>

Software Engineer

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <h3><strong>About the Team: </strong></h3> <p>You’ll be working on the Core Services team. The Core Services team is dedicated to supporting the systems that SmartAsset depends on to support Advisors, validate and deploy leads, and provide custom integrations for our enterprise clients. As part of the Core Services team, you’ll work closely with teams both upstream and downstream to protect the integrity of Advisor and investor data for all its uses. You’ll get the opportunity to work with many other talented individuals and feel that you’re making an impact in the work that you’re doing.</p> <h3><strong>About the Job:</strong></h3> <p><strong>Responsibilities:</strong></p> <ul> <li>This position presents a high-growth opportunity to be part of a dynamic engineering team that owns the technical and architectural domains of our core products and services.</li> <li>You will be part of an AGILE SCRUM team responsible for running and scaling our critical lead management services.</li> <li>You will be collaborating closely with everyone around you including our product team and other stakeholders to complete sprint and triage objectives.</li> <li>You will actively participate and support making key technical decisions, documenting technical and improving processes as we revamp and reshape the services we provide.</li> <li>Your role will be pivotal in guiding technical designs and ensuring the successful implementation of your team’s roadmap.</li> <li>Your relentless drive to learn, coupled with a "no challenge is too big" approach, will shape your team's decisions around technology, tooling, and processes.</li> <li>You present excellent communication skills that enhance collaboration in an asynchronous and fully remote environment<br><br> </li> </ul> <p><strong>Skills / Experience You Have:</strong></p> <ul> <li> <strong>7+ years engineering experience:</strong> Expertise in creating, maintaining, and scaling highly available and performant web platforms.</li> <li> <strong>Languages:</strong> Proven track record in building, shipping, scaling, and operating Java (or similar) applications, with deep expertise in ReactJS for modular, modern web applications.</li> <li> <strong>Databases:</strong> Proficient in SQL and comfortable working with relational databases.</li> <li> <strong>Source Control:</strong> Solid knowledge of Git or similar source control tools.</li> <li> <strong>Cloud Solutions:</strong> Experience designing and implementing complex cloud solutions (preferably AWS), with the ability to plan and execute effectively.</li> <li> <strong>Leadership &amp; Strategy:</strong> Able to drive project and product success in Agile environments with pivotal decisions, strategic thinking, and clear communication.</li> <li> <strong>Coaching &amp; Mentoring:</strong> Passionate about growing others and yourself, using coaching and mentoring skills to elevate your team.</li> <li> <strong>Risk Management:</strong> Skilled at identifying risks, creating mitigations, and influencing solutions effectively.</li> <li> <strong>Startup Mindset:</strong> Thrive in dynamic, fast-paced environments with a cross-functional approach and a deep passion for technology, driving continuous improvement in your team, tools, and processes.</li> </ul> <h4><strong>Skills / Experience Preferred: </strong></h4> <ul> <li>Knowledge of least privilege principle, application structure and OOP patterns.</li> <li>Experience working in or developing in a CI/CD environment</li> <li>Familiarity using IAC tools such as (Terraform, Cloudformation)</li> <li>Knowledge operating incidents, releases, problem, and change management processes</li> </ul>  <h4><strong>Physical Requirements: </strong></h4> <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>  <h4><strong>Available Benefits and Perks: </strong></h4> <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>Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K - with immediate vesting</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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of </em><em>$130 - 180K </em><em>+ RSUs + benefits </em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. </em></p>

10 SmartAsset Jobs