Your browser cookies must be enabled in order to apply for this job. Please contact if you need further instruction on how to do that.

SmartAdvisor Account Manager

Account Management | New York, NY | Full Time

Job Description

SmartAdvisor Account Manager:

SmartAsset is the web’s premier destination for financial advice, reaching more than 35 million people per month and growing quickly.  As a SmartAdvisor Account Manager you will help us build build the newest and fastest growing part of our business, helping people get matched up with Financial Advisors.  You will be responsible for managing our existing Financial Advisor relationships, helping them get the most out of our service.

SmartAsset is a venture backed, Y Combinator Company. We are a consumer advocate, providing automated personal finance advice and recommending specific strategies to help people make smarter decisions with their money. We have been featured in hundreds of publications, including the New York Times, TechCrunch, Fast Company, and U.S. News & World Report.

The position will be based in our NYC Headquarters.


  • Manage a growing book of Financial Advisor accounts

  • Be the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience

  • Counsel Advisors on best practices, helping them get the most out of their investor matches

  • Share feedback from Advisors with the sales and product teams to ensure Advisors’ voices are heard

  • Growing the overall spend of Advisor accounts and minimize the number of Advisors leaving the platform

  • Maintaining up to date CRM records for Advisor accounts

Candidates should be/have:

  • Strong communication skills and a great phone presence

  • Ability to forge strong relationships via phone and email

  • Consultative sales skills to identify unmet customer needs

  • Comfortable in the fast-paced, high growth environment of a startup

  • Past experience in account management preferred

  • Organized, detail-oriented, and excellent time-management skills

We offer highly competitive compensation, including equity, with upside for high performers.  Comprehensive benefits, lots of perks and a collaborative workspace environment.