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SmartAdvisor Jr. Account Manager

Account Management | New York, NY | Full Time

Job Description

About Us:

SmartAsset is the web’s premier destination for financial advice, reaching more than 35 million people per month and growing quickly.  As a Jr. SmartAdvisor Account Manager you will help us build the newest and fastest growing part of our business, helping people get matched up with Financial Advisors.   In the role you will be working with a senior account manager on daily inquiries from financial advisors, record keeping and consulting the advisors to make the most of our platform.  Once you are fully trained you will manage your own book of advisors, with support from the senior account manager.  Successful junior account managers will be on track for promotion to a full account manager, and eventually to senior account manager

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.


  • Provide best in class customer service and support to your Financial Advisor accounts
  • Educate Financial Advisors about how to get the most out of our platform
  • Gather and share feedback from the Financial Advisors
  • Maintain up to date CRM records for Advisor Accounts
  • Answer any questions Financial Advisors may have about the product, ensuring best possible Advisor experience
  • Provide post sales support to retain Financial Advisors

Ideal Candidate will have: 

  • Strong communication skills and highly organized
  • Ability to juggle multiple projects
  • Exceptional problem-solving skills
  • Ability to forge strong relationships via phone and email
  • Enthusiasm for the fast-paced, high growth environment of a startup
  • High degree of professionalism


·         Compensation: competitive salary, performance compensation, and equity

·         Fun work environment with passionate colleagues that care deeply about what we do

·         Medical, Dental, 401K, Free lunches, Company events