Full-Time

Senior Data Analyst

Posted on 10/31/2025

SmartAsset

SmartAsset

201-500 employees

Personal finance resources and advisor marketplace

Compensation Overview

$135.5k - $190k/yr

+ RSUs

Remote in USA

Remote

Fully remote within the contiguous U.S.

Category
Data & Analytics (1)
Requirements
  • Bachelor's degree in Statistics, Mathematics, Computers or related quantitative field.
  • 4-8 years of experience as a Data Analyst.
  • Strong Statistical analysis, Python (libraries), SQL, and Excel skills.
  • Comfortable working with large data sets and interest in building data models for consumer behavior and business metrics.
  • Experience developing and maintaining reports using data visualization tools.
Responsibilities
  • Understand the changes that impact the business revenue and margin
  • Detect trends, identify opportunities, and provide actionable insights to department leaders allowing them to make informed data-driven decisions to drive the core business.
  • Conceptualize and maintain KPIs and reports.
  • Develop standardized dashboards through deep data analysis and ad hoc reports to inform business decisions, with an emphasis on automation and scalability.
  • Transform large amounts of data into actionable insights and communicate complex data findings to technical and non-technical stakeholders.
Desired Qualifications
  • Skilled at using Tableau for data visualization and reporting.
  • Proficient in statistical methods, including confidence intervals and hypothesis testing.
  • Experience with tracking and analytics tools such as Mixpanel, Google Analytics, Google Tag Manager, Optimizely.
  • Ability to manage multiple projects with tight deadlines while balancing business needs and data constraints.
  • Familiarity with project management tools (Jira) and version control systems (Gitlab)

SmartAsset provides online personal-finance resources and a national marketplace that connects consumers with fiduciary financial advisors. It offers free educational content, calculators, and tools for topics like retirement, home buying, and taxes, with SmartAsset AMP matching users with up to three suitable advisors using an algorithm. For advisors, the SmartAsset Advisor Marketing Platform delivers client leads, automated marketing campaigns, and tech-enabled communication, funded by a subscription model for referrals and marketing tools. The goal is to help people make informed financial decisions while helping fiduciary advisors grow their client base and assets under management.

Company Size

201-500

Company Stage

Series D

Total Funding

$161.5M

Headquarters

New York City, New York

Founded

2011

Simplify Jobs

Simplify's Take

What believers are saying

  • 2024 prospecting tools track client engagement, boosting advisor lead conversion.
  • AMP extension targets new RIAs, capturing early-stage client acquisition market.
  • Automated marketing in AMP increases advisor stickiness and subscription lifetime value.

What critics are saying

  • Zoe Financial's superior algorithm erodes SmartAsset's leads in 6-12 months.
  • SEC fines SmartAsset for fiduciary disclosure failures within 12-24 months.
  • Google's AI finance tool diverts 75 million visitors in 6-12 months.

What makes SmartAsset unique

  • SmartAsset AMP matches consumers algorithmically to three fiduciary advisors based on goals.
  • SmartAsset reaches 75 million monthly users via personalized calculators and content.
  • Tiered AMP plans—Discover, Accelerate, Scale—offer referrals, campaigns, and texting tools.

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Benefits

Remote flexibility

Medical, dental, & vision coverage

Life/AD&D insurance

FSA

401K

Equity packages

PTO

Parental leave

EAP

Pet insurance

Home office stipend

Health & wellness stipend

Monthly food delivery stipend

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

0%

2 year growth

0%
The Topeka Capital-Journal
Dec 23rd, 2024
How a financial tech company ranked colleges in Kansas for best value

Washburn University was among Kansas's top 10 "best value colleges," according to SmartAsset, an American financial technology company.

Citywire
Nov 4th, 2024
SmartAsset launches two client prospecting tools

New York City-based RIA referral platform SmartAsset has announced the launch of two tools designed to help advisors monitor the engagement of prospective new clients.

Carteret County News-Times
Aug 30th, 2024
CCC makes top 10 in America's Best Community Colleges study

SmartAsset, a financial technology company, ranked CCC number 9 in the online ranking of America's Best Community Colleges for 2024, according to a press release issued Aug. 29.

Citywire
Aug 13th, 2024
SmartAsset launches marketing platform extension for new advisors

SmartAsset, an RIA referral company that connects individual investors to financial advisors, has launched a new platform aimed at recently-established RIAs.

PennLive
Jul 22nd, 2024
This Pa. county has the 'most purchasing power' in the state

SmartAsset - which is described by its about page as "committed to publishing the most accurate and actionable advice, personalized calculators and education tools to help people navigate life's big personal finance decisions" - annually releases its "Cost of Living Calculator" that allows for people to compare and contrast just that across the United States.

INACTIVE