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Director of Financial Advisor Partnerships

Product | New York, NY | Full Time

Job Description

Job Description:  Director of Partner Growth

SmartAsset is the web's premier destination for financial advice.  Reaching more than 35 million people per month we continue to be one of the fastest growing consumer facing businesses on the web.  An extremely important segment of our business involves matching our users with the right Financial Advisors.  We are looking for a Director of Partner Growth to manage and grow our network of Financial Advisors.  You will be responsible for working with our partners, helping our partnerships succeed and growing our platform. 

Reporting directly to the head of our Financial Advisor Strategy, the Director of Partner Growth will be responsible for building and maintaining our Financial Advisor network. 


  • Close new Financial Advisor partnerships
  • Work in partnership with the Financial Advisor team to understand, manage and monitor Financial Advisor KPI's
  • Source outbound Financial Advisor partnership opportunities through web research and conferences, among other means 
  • Source inbound Financial Advisor partnership opportunities through digital & content marketing strategies
  • Respond to email and phone inquiries
  • Ensure Financial Advisor partner success by maintaining consistent communication with Advisors and soliciting feedback
  • Manage reporting & billing for Financial Advisors  


  • Proven sales skills
  • Strong listening and presentation skills
  • Strong data and reporting ability
  • Strong phone presence and experience making dozens of calls per day
  • Keen attention to detail, strong communication skills, ability to be self-sufficient and find creative solutions 


  • Solve problems that bring real, positive impact to people's lives
  • Shape the future of the consumer finance industry
  • Fun work environment with passionate colleagues that care deeply about what we do
  • Medical, Dental, 401K, Free lunches, Company events


  • This is a full-time position, based in our New York City 
  • Compensation: competitive salary and equity with full medical and dental coverage

About SmartAsset (we're kind of a big deal):

SmartAsset is a venture backed, Y Combinator Company. We use proprietary technology and our award winning content to provide accurate, interactive answers to important personal finance questions. We are a consumer advocate, recommending specific strategies so people can make smarter decisions and save money. We have been covered in hundreds of publications, including the New York Times, Techcrunch, Fast Company and the US News and World Report.