SmartAsset

Marketplace connecting consumers to financial advisors

Sr. Director, Financial Products Strategy & Operations

Location
Remote
Job Type
Full-time
Experience
6+ years
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About the role

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.

SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.

About the Team:

SmartAsset’s Financial Products business is primed for growth as we have access to a large audience through our SmartAdvisor business that we can monetize. The company is prepared to invest behind the business and turn it into a significant portion of our future growth.

About the Job:

As Sr. Director of Financial Products Strategy and Operations, you will be responsible for leading a matrixed effort to reposition the business and set it on a path to long-term growth. This is both a strategic and an operational role. While the directly managed organization will be small, you will have responsibility for guiding the strategic direction of the business and will have the full support of SmartAsset’s Executive Team in driving the agenda.

Set a new long-term path for the Financial Products business that is additive to SmartAdvisor (and vice versa), including but not limited to: Align the business to fully leverage the traffic generation capabilities we’ve built around SmartAdvisor. Identify new / different verticals, sales models, and partnership models that maximize our long-term opportunity. Develop and manage an organizational and system infrastructure to support the re-imagined business: Define the organizational structure required. Define clear responsibilities and expectations across relevant parties within the company (sales, business development, marketing, product). Put into place and manage clear objectives and metrics across the business Identify, build business cases, prioritize, and advocate for investments in the business, whether product development, partnership, or paid. Coordinate across teams to optimize for business objectives, including: Maximize the yield across distribution channels (sa.com, Captivate, email, etc) Maximize budget delivery for FP advertisers Optimize traffic quality for FP advertisers Manage key internal partnerships in the company through influence rather than direct reporting relationships Directly manage a team that includes Sr. Director of Ad Ops, 2 analysts at the outset Skills / Experience You Have:

5+ years of total experience Strong analytical and data skills Strong understanding of advertising technology Strong communication and ability to work cross functionally Skills / Experience Preferred:

Advertising platform experience, including yield optimization Experience managing a business in a high growth environment Available Benefits and Perks:

All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US. Medical, Dental, Vision - multiple packages available based on your individualized needs Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available  FSA: Medical and Dependant Care  401K - 3% match with immediate vesting Equity packages for each role Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave EAP (Employee Assistance Program) Pet Insurance Short-term and Long-term Disability Home Office Stipend Health and Wellness Stipend Monthly Food Delivery Stipend SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us.

Why you should join SmartAsset

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions.

Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.

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.

SmartAsset
Founded:
Team Size:300
Location:New York
Founders
Philip Camilleri
Philip Camilleri
CTO
Michael Carvin
Michael Carvin
CEO