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About the Role
Savvy is launching a new, standalone AI product for enterprise RIAs and wealth firms. This role will own the go-to-market narrative, positioning, and launch strategy for this product, serving as the first dedicated marketer. You will partner with Product, engineering, and sales teams to shape the product's story and leverage early customer results to drive future deals.
Responsibilities
- Own positioning and messaging for the AI product, including the core narrative, value proposition, and competitive differentiation.
- Develop messaging tailored to buyer personas (COOs, CFOs, heads of operations) that highlights AI capabilities and desired outcomes like operating efficiency and EBITDA margin improvement.
- Lead the go-to-market strategy and launch for the product as a standalone offering, defining brand direction and key launch moments.
- Build the sales enablement toolkit, including pitch decks, one-pagers, battle cards, demo narratives, and ROI frameworks.
- Partner with the deployment team to capture results from design partner engagements and create case studies, ROI proof points, and co-marketing programs.
- Own market and competitive intelligence, tracking category evolution and feeding insights back to Product for packaging and pricing input.
- Drive content and thought leadership initiatives, including industry media, conferences, and executive events, to build credibility with enterprise buyers.
Requirements
- 7+ years of product marketing experience, with a strong background in AI Native, B2B SaaS, or technology platforms.
- Proven track record of building positioning, messaging, and GTM strategies for new products, AI, automation, or workflow tools.
- Experience marketing to enterprise buyers with long sales cycles and significant contract values.
- Ability to translate complex technical capabilities into clear, credible narratives for non-technical executives.
- Demonstrated expertise in building sales enablement tools that are actively used by sales teams.
- Comfortable with ambiguity and able to build plans and ship work while the product and ideal customer profile are still evolving.
- Hands-on experience with AI tools for automation and scaling, with credibility in discussing AI's operational capabilities and limitations.
Skills
- Product Marketing
- AI Native
- B2B SaaS
- Technology Platforms
- Go-to-Market Strategy
- Positioning
- Messaging
- Sales Enablement
- Content Creation
- Thought Leadership
- Market Intelligence
- Competitive Analysis
Location
- NYC
Work Type
- Onsite
Experience Level
- 7+ years
Benefits
- Competitive salary and equity package
- Generous relocation package for NYC office
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k) with Mega backdoor Roth options
- Commuter benefits
- HSA/FSA plans
- Lunch and snacks provided in the office
- Dinner provided for late stays
- Access to virtual mental health care (Spring Health)
- Health concierge services (Rightway)
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
About the Company
- Savvy Wealth is reinventing wealth management with a modern, AI-native approach, providing independent financial advisors with a tech platform, marketing support, investment management, and client services.
- The company is a registered investment advisor (RIA) that partners with experienced advisors, offering a business-in-a-box solution.
- Savvy utilizes AI extensively, including its proprietary AI platform, Savvy Intelligence, and encourages employee use of tools like Claude.
- Savvy is a Series C company with over 170 employees, $200M raised, and aims for $100M ARR this year.
- The company has been recognized as the No. 1 fastest-growing financial services company in America by Inc. and is a Certified Great Place to Work.
- Awards include Newsweek's America's Greatest Startup Workplaces (2026) and Fortune Best Workplaces in New York™ (2026).