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About the Role
Savvy is reinventing wealth management by providing independent financial advisors with a modern, AI-native platform. This role will own the quality, scalability, and strategic direction of the Client Marketing function, ensuring advisors receive a bespoke experience while leveraging AI and automation to expand service capacity and drive AUM growth.
Responsibilities
- Lead and develop the Client Marketing team, including managers, associates, and a growth marketing function focused on paid media.
- Oversee strategic planning, capacity planning, team performance systems, and training and development.
- Own campaign quality and playbook development for various campaign types, setting standards for execution.
- Build and scale growth marketing infrastructure for paid media programs, managing budgets and strategy.
- Own senior cross-functional relationships with Advisor Success, Growth, Product, and Compliance.
- Represent marketing in sales conversations with prospective advisors.
- Evolve the service model using AI and automation to enhance capacity and advisor growth without compromising quality.
Requirements
- 7+ years in marketing with significant experience leading client-facing or services-oriented marketing teams.
- Experience building delivery ratios, managing team workload, and maintaining quality at scale.
- Strong creative instincts grounded in performance.
- Proficiency in building AI-native marketing workflows and experimenting with new tooling.
- Experience managing paid marketing programs, budgets, and spend allocation.
- Strong operational skills, including system building and process adherence.
- Comfortable representing marketing in sales conversations with prospective advisors.
Skills
- AI-native marketing workflows
- Paid marketing program management
- Budget management
- Spend allocation
- Performance evaluation across channels
- System building
- Cross-functional collaboration
- Sales communication
- Creative strategy
- Paid social platforms (Meta, Google, LinkedIn)
Location
- NYC
Work Type
- Onsite
Experience Level
- Senior
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office
- Lunch and snacks provided
- Virtual mental health care
- Vision related benefits
- Health concierge
- Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues
About the Company
- Savvy Wealth is reinventing wealth management with a modern, AI-native platform for independent financial advisors.
- The company partners with experienced advisors, offering a tech platform, client portal, marketing team, investment management, and client services.
- Savvy's AI-native approach includes proprietary AI for wealth managers and internal use of AI tools.
- Savvy is a Series B company with approximately 150 employees, experiencing over 500% year-over-year growth, backed by $105M in funding.
- Savvy is a Certified Great Place to Work, recognized by Newsweek and Fortune.