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About the Role
The Client Marketing Associate will serve as the dedicated marketing lead for a portfolio of advisors, responsible for their marketing strategy and execution across various channels to achieve their goals.
Responsibilities
- Own marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each.
- Lead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns.
- Execute marketing initiatives across channels including email, social, digital, and events.
- Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency.
- Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts.
- Track campaign performance and budget, reporting results and identifying opportunities to improve efficiency.
- Monitor timelines and ensure campaigns are launched accurately and on schedule.
- Own the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results.
- Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs.
- Maintain organized records of campaigns, performance metrics, and ongoing initiatives.
Requirements
- Bachelor’s degree in Marketing, Business, Communications, or a related field.
- 2-5 years leading marketing strategy and content for clients or accounts.
- Experience presenting to and managing relationships with clients or senior stakeholders.
- Comfort operating in a client-facing, multi-account environment (agency-style or similar).
- Experience executing campaigns across one or more channels (email, social, paid, events, etc.).
- Strong organizational skills and ability to manage multiple projects simultaneously.
- Ability to use data to track performance, identify issues, and recommend improvements.
- Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution.
- Strong communication skills, especially in client-facing or cross-functional environments.
- Experience in an agency or multi-client environment.
- Familiarity with CRM and marketing automation tools.
- Exposure to financial services or wealth management.
Skills
- Marketing Strategy
- Content Execution
- Client Relationship Management
- Campaign Execution
- AI Tools
- Performance Tracking
- Budget Management
- Project Management
- Data Analysis
- Communication
- CRM
- Marketing Automation
Location
- NYC office in Union Square
Work Type
- Onsite
Experience Level
- 2-5 years
Education Level
- Bachelor’s degree in Marketing, Business, Communications, or a related field.
Benefits
- Competitive salary and equity package
- Generous relocation package
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring Health) and health concierge (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.
- They partner with experienced financial advisors, providing a proprietary tech platform, client portal, in-house marketing, investment management, and client services.
- Their AI-native platform, Savvy Intelligence, offers a complete financial picture for clients.
- Savvy is a Series C company with 170+ employees, $200M raised, and aiming for $100M ARR.
- Recognized as the No. 1 fastest-growing financial services company in America by Inc. in 2026.
- Certified Great Place to Work, honored for culture and growth, including Newsweek's America's Greatest Startup Workplaces (2026) and Fortune Best Workplaces in New York™ (2026).