About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the team: 

The Sales Development team at SmartAsset plays a critical role in supporting our nationwide group of 50+ Account Executives and Sales Managers. As a Sales Development Representative at SmartAsset, you will serve as the "tip of the spear" for our sales organization. You will be responsible for identifying and creating new qualified sales opportunities for our Account Executives.

This is not a "smile and dial" telemarketing role. We are looking for a strategic hunter who can understand complex financial advisory pain points and how our solution solves for those and supports growth. 

About the Job:

Responsibilities: 

• Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails.
• Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit.
• Scheduling and transitioning pitch calls for Account Executives.
• Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics.
• Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively.
• Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.

Key Responsibilities

1. Prospecting & Outreach

• Targeted Prospecting: Research and execute on lists of target leads of RIA’s (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites. 
• Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling*, and social selling (LinkedIn).  *95% of our appointments come from cold calling. 
• Value-Based Selling: Quickly identify the prospect’s business growth challenges and clearly communicate the value proposition of our platform to generate interest.

2. Lead Qualification

• Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit.
• Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive.
• Objection Handling: Professionally navigate objections related to budget, timing, and perceived value.

3. Pipeline Management

• CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM
• Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team.
• Collaboration: Distinct feedback loops with AEs and Marketing to refine messaging and target personas.

Qualifications & Skills

Must-Haves:

• Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred).
• Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives.
• Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels.
• Tech-Savvy: Ability to learn complex software and sales tech quickly
• Strong collaboration: particularly in working with Account Executives and cross-functional teams to drive business outcomes.

Nice-to-Haves (The "FinTech" Edge):

• Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus. 

Typical Tech Stack

• CRM: Salesforce 
• Engagement: We use RingDNA, but experience with Outreach, Salesloft, or Apollo are helpful
• Data/Intel: LinkedIn, Fintrix, Google
• Calling: RingDNA, but other dialer tool experience is helpful 

Key Performance Indicators (KPIs)

• Activity: 150+ dials a day, or 200+ Activity points per day (inclusive of talk time)
• Results: 18+ "Sales Qualified Leads" (SQLs) or meetings booked per month.
• Quality of Meetings: KPI’s for Conversion rate from Meeting Booked to Closed Opportunity.

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 

Available Benefits and Perks:

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

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 Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $60,000 base and up to $80,000 OTE + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the Team: 

You will have the opportunity to help develop, and execute tasks that support growth, performance, and future objectives at a rapidly growing company. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in technical accounting. 

Responsibilities Include:

• Responsible for all aspects of technical accounting, from overseeing technical accounting research related to new and proposed standards to setting internal policies, documenting policies and ensuring compliance to US GAAP and other reporting standards
• Monitor and provide interpretation of new GAAP and SEC rules and regulations and their potential effect on the business, as well as establishing implementation plans
• Coordinate with internal teams to ensure completeness of accounting assessment and ensuring compliance to US GAAP, and internal policies
•  Work directly with external auditors on technical accounting questions, documentation and our application of policy
• Develop, implement, and maintain effective internal controls and processes to ensure the accuracy of financial reporting, integrity of corporate data, and best practices
• Create and manage documentation of processes and policies across financial and operating cycles
• Assist with gathering information and documentation necessary for annual audits and other regulatory filings
• Assist with the implementation of new accounting systems to better our financial and operating controls, including management of an ongoing project to implement a billing, customer deposit and revenue recognition system.
• Responsible for external financial reporting, including footnote disclosures both as a private company and potentially as an SEC registrant
• Assist with ad-hoc assignments and special projects

Skills / Experience You Have:

• Bachelor’s degree or equivalent experience in Accounting
• CPA certification
• Public accounting background with experience at  Big 4 or national accounting firm 
• 7+ years of relevant experience
• Strong technical accounting background and understanding of US GAAP 
• Financial statement preparation and management reporting 
• Excel & Google Sheet skills
• Strong attention to details and ability to communicate complex information, clearly and concisely
• Highly organized, detailed thinker, with exceptional problem solving, investigative and project management skills; able to manage multiple competing priorities independently
• Highly analytical, resourceful, flexible, team oriented, and organized individual with a proven track record of end-to-end ownership and successfully delivering results in a fast paced, dynamic business environment

Skills / Experience Preferred:

• Familiarity with accounting software programs such as Stripe, Salesforce, and Netsuite 
• Experience adopting generative AI in all aspects of the accounting system

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 

Available Benefits and Perks: 

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunities 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 Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $163,500-$210,000 + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

Note: This position is posted on a continuous basis. Applications are reviewed and evaluated on an ongoing basis, so candidates are encouraged to apply regardless of how long the role has been listed

About the team: 

The Account Executive sales team at SmartAsset is a group of 50+ 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.  

About the Job:

• Comfortability working in a high volume activity/sales environment and being on monthly quotas
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
• Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach. 
• Owning the full sales cycle, from prospecting to closing
• 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 
• 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
• Staying organized, maintaining contacts and outreach in Salesforce

Skills / Experience You Have: 

• 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
• Experience in an inside sales, cold calling, transactional sales role
• Ability to drive deals independently in a fast-paced, dynamic environment
• Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per day

Skills / Experience Preferred:

• Attention to detail; excellent organization and time-management skills
• Comfortable in a fast-paced, high-growth startup environment
• Salesforce experience preferred but not required
• Team player who possess excellent interpersonal skills and communication skills

Available Benefits and Perks: 

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

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 Recruiting@smartasset.com.

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.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the team:
SmartAsset operates the largest investor-to-advisor marketplace in the U.S., connecting high-intent investors with vetted financial advisors. We are rebuilding the advisor growth function from the ground up as an AI-native operation — small, high-leverage, and built to compound.

You will report to the Director of Advisor Marketing and work alongside Sales, Sales Operations and Engineering to replace manual marketing work with scalable infrastructure. This is a team for people who think in systems, treat AI as leverage rather than a feature, and want to ship infrastructure that compounds experimentation velocity, lead quality, and pipeline per dollar spent.

About the Job:

Responsibilities:

You will build and operate the systems that drive advisor acquisition, lifecycle automation, and revenue attribution. Using large language models (LLMs), automation, APIs, and data pipelines, you will replace manual marketing work with scalable infrastructure.

Outcomes you will own:
• Advisor Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) growth, while holding or improving Cost Per Lead (CPL) and lead quality
• A step-change in experimentation velocity across creative, landing pages, and lifecycle
• Closed-loop attribution from marketing source to closed revenue
• Incremental pipeline unlocked without adding Sales Development Representative (SDR) headcount

Systems you will build:
• AI-native content and campaign generation across ads, email, landing pages, and nurture — with an evaluation layer for brand voice, conversion intent, and SEC/FINRA compliance before anything ships
• Persona segmentation and enrichment pipelines that map inbound leads in real time and personalize outreach, nurture, and sales talking points
• Paid media automation across Google and LinkedIn Ads — bid rules, creative rotation, suppression, budget logic — driven by APIs, not manual operation
• Lifecycle and nurture systems with suppression logic across paid, Customer Relationship Management (CRM), and lifecycle channels
• Multi-touch attribution and a unified marketing–sales performance layer with one trusted view of lead quality, pipeline, and revenue by source and persona
• Agentic workflows that coordinate enrichment, scoring, outreach, and follow-up across CRM, email, and paid platforms

Skills/Experience you have:
• 2–6+ years in growth marketing, marketing engineering, or go-to-market (GTM) engineering, with systems shipped in production
• Fluency with Claude Code, Claude API, and LLM workflow tooling — real systems shipped, not demos
• Strong automation and API skills across tools like n8n, Zapier, and Make, with the judgment to know when to go direct to an API
• Proficiency in SQL and hands-on experience with Salesforce or HubSpot, plus paid platform APIs (Google Ads, LinkedIn Ads)
• Evaluation-first mindset on AI outputs, especially in regulated categories

Skills/Experience preferred:
• Working knowledge of data modeling and comfort operating in a data warehouse, not just a dashboard
• Experience with multi-touch attribution and closed-loop revenue reporting in a business-to-business (B2B) context
• Experience building agentic workflows that coordinate across CRM, email, and paid platforms
• Systems thinking, high execution velocity, and comfort operating independently

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 

Available Benefits and Perks: 

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

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 Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $120,000-$160,000 base salary + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards

About the Job:

SmartAsset is hiring a Director of Advisor Marketing to own its B2B marketing engine.

We operate one of the largest marketplaces connecting investors with financial advisors. Our next phase of growth requires a high-agency B2B leader who understands the advisor ecosystem deeply: RIAs, broker-dealers, hybrid advisors - and can architect a scalable, modern, AI-native go-to-market motion.

This role owns advisor pipeline growth across direct acquisition, lifecycle automation, firm partnerships and co-marketing initiatives, webinars and events, and multi-channel performance strategy.

You will work directly with executive leadership and partner closely with a GTM Engineer to build systems - not just campaigns.

This is a revenue-owning, systems-building leadership role. You will be hands-on.

Responsibilities: 

• Own advisor pipeline growth targets tied to revenue outcomes
• Develop ICP segmentation across RIAs, hybrid advisors, and broker-dealers
• Craft clear positioning and messaging that resonates with advisors
• Design and oversee multi-channel acquisition strategy (Paid, LinkedIn, outbound, lifecycle)
• Partner with PR to amplify customer success stories and social proof
• Develop scalable partner enablement assets (email sequences, case studies, marketing collateral)
• Own webinar strategy end-to-end, including co-hosted events and post-event pipeline conversion
• Partner with GTM Engineer to automate workflows and standardize AI-driven GTM processes
• Improve MQL → SQL → Revenue conversion through structured experimentation
• Align tightly with sales leadership to ensure marketing drives measurable revenue
• Build and expand co-marketing partnerships

Skills/Experience you have: 

• 5–10+ years marketing to RIAs, broker-dealers, or fintech serving financial advisors
• Deep understanding of advisor psychology, objections, and buying cycles
• Strong command of B2B performance marketing fundamentals (paid, outbound, lifecycle)
• Demonstrated ability to tie marketing programs to pipeline and revenue impact
• Experience leading webinars or event-driven pipeline programs
• Fluency with CRM and marketing automation tools (Salesforce, HubSpot, Marketo, etc.)
• Quantitative orientation and comfortable working with attribution and funnel metrics
• High agency, strong execution velocity, and comfort operating in ambiguity
• Systems thinker who builds scalable processes rather than managing tasks

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 

Available Benefits and Perks: 

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

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 Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $141,500-193,000 + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the Team: 

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.

About the Job: 

Responsibilities:

• Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology
• Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users.
• Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content.
• Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide.
• 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
• Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.

Skills / Experience You Have:

• 5+ years experience building full stack web applications. 
• Strong experience building, shipping, scaling and operating Java web applications
• Strong experience with ReactJS and NodeJS frameworks and building modular content for the modern web.
• Proficient with SQL and comfortable working with relational databases.
• Strong knowledge of Git or other source control tools.
• Experience designing complex cloud solutions based on AWS and the ability to plan the implementation of these solutions.
• Demonstrated critical and strategic thinking about business, products, and technical challenges to stakeholders
• Excellent verbal and written communication skills and familiarity working in an agile environment.
• Enthusiasm for working in a startup environment and the ability to be cross-functional. 
• Passion for technology and working with a team to continuously improve each other, our tools, and our processes.

Skills / Experience Preferred: 

• Experience using or integrating headless WordPress or other Content Management tools.
• Knowledge or experience with the NextJS framework and GraphQL.
• Experience working with A/B testing tools such as Optimizely.
• Familiarity with Terraform or other IaC tools.
• Experience with ad serving platforms such as DFP

Available Benefits and Perks:

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous 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 
• Short-term and Long-term Disability
• FSA: Medical and Dependent Care 
• 401K 
• Equity packages for each role
• Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office 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 at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents*  $117k- 176k base salary + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the team: 

The Machine Learning Engineering team designs, builds, and integrates the core platform that unlocks cutting-edge capabilities for financial advisors, including features driven by generative AI. Our engineers are relentlessly evolving this platform, empowering groundbreaking applications and features that truly help financial professionals better connect with their clients and grow their businesses.

About the Job:

We are seeking a highly motivated and experienced Machine Learning Engineer to join our growing team. In this role, you will be instrumental in crafting and scaling foundational backend systems across predictive systems and generative AI. You will work across the entire software development lifecycle, from architectural design to deployment and ongoing operations, contributing significantly to our core infrastructure and data strategies, and working hand-in-hand with cross-functional partners like LLM Engineers, Product Owners, and Data Scientists to bring our vision to life.

Responsibilities: 

• Design, develop, and maintain high-performance, scalable, and secure backend services, primarily using Python and frameworks like FastAPI
• Translate ambiguous business and technical requirements into concrete software designs and actionable tasks for cross-functional teams
• Work with OLTP databases, including schema design, migration strategies, and performance optimization
• Integrate SmartAsset services with internal and external APIs, including third-party platforms and existing AWS infrastructure
• Ensure secure ingress and egress of data within our private network environments
• Contribute to the design and implementation of our CI/CD pipelines to ensure continual improvements to our cycle time 
• Manage and optimize AWS services, including IAM roles and policies
• Gain a deep understanding of how our Python applications integrate with our Kubernetes (EKS) and future ECS-based infrastructure
• Operate and maintain production applications at scale, ensuring high availability, performance, and reliability
• Design and implement data collection pipelines specifically for Large Language Models (LLMs)
• Contributed to shared data architecture and data governance practices to ensure the persistence of structured data suitable for analytics and model training
• Explore, integrate, and tune various LLM-related technologies, such as Retrieval Augmented Generation (RAG) systems, and addressing potential scaling challenges
• Investigate and implement agentic technologies, such as tool calling frameworks (e.g., AutoGen), to enhance LLM capabilities
• Rapidly prototype user interfaces for internal tools and data exploration, leveraging frameworks like Streamlit, Gradio, or other similar tools that facilitate quick iteration and integration without persistent websockets

Skills/Experience you have: 

• Proven experience as a ML Engineer with a strong focus on Python development
• Experience with cloud platforms, specifically AWS, including IAM, EKS/ECS, and other core services
• Strong expertise with OLTP/relational databases such as Aurora, Postgres, MySQL etc
• Experience with DevOps toolsets such as Terraform, Open-Telemetry, etc. will be a big plus
• Strong experience in developing and maintaining large-scale, production-grade applications
• Experience in writing clean, maintainable, and testable code following best practices and industry standards
• Experience building integrations with internal and external service providers
• At least 5 years of relevant working experience.
• Bachelor's or Master's degree in Computer Science or a related field

Skills/Experience preferred: 

• Excellent communication skills, both written and verbal
• Experience with machine learning and deep learning frameworks such as TensorFlow, PyTorch, etc.
• Experience with LLMs, RAG, embedding vector databases, or agentic technologies.
• Familiarity with productionizing apps built with prototyping frameworks such as Streamlit or Gradio
• Knowledge of data governance and structured data principles
• Experience with Feature Stores or ELT processes

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 

Available Benefits and Perks: 

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous 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 
• Supplemental Short-term and Long-term Disability
• FSA: Medical and Dependant Care 
• 401K
• Equity packages for each role
• Time Off: Vacation, Sick and Parental Leave
• EAP (Employee Assistance Program)
• Financial Literacy Mentoring Program
• Pet Insurance
• Home Office 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 at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents $137,000 - $180,000 + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.