Senior Marketing Manager, Client Marketing
About Savvy
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
Responsibilities
Coordinate and execute marketing campaigns, collaborating with internal and external marketing resources, generating leads for Savvy advisors.
Set up and optimize B2C email nurture series to engage prospects and convert leads into clients.
Manage the Savvy blog and publishing calendars, blog execution, and implement SEO recommendations from external partners.
Own and operate the advisor lead program; managing lead routing, cadence setup, tracking, and follow-up processes.
Support the advisor sales motions by developing decks, one-pagers, and product marketing materials.
Help bring new investment products to market through copywriting, content creation, and advisor enablement.
Must have
6–9 years of experience in marketing operations, client acquisition, or campaign execution roles
Proven ability to manage and execute multi-channel marketing campaigns
Strong organizational skills and attention to detail
Experience working cross-functionally with internal teams and external vendors
Comfort using key tools such as HubSpot (or similar CRM/marketing automation platform)
Familiarity with content publishing workflows (e.g., blogs, landing pages)
Experience in email and lifecycle marketing, including workflow creation and performance tracking
Ability to create and maintain reporting dashboards and campaign metrics
Exceptional written and verbal communication skills
Self-starter mentality with a bias toward execution and accountability
Nice to have
Prior experience in financial services, fintech, or advisor marketing
Familiarity with Webflow, Notion or Wrike
Exposure to sales enablement content (e.g., pitch decks, investment product collateral)
Understanding of marketing analytics and attribution modeling
Background working in a startup or high-growth environment
Comfort managing agency partners or outsourced marketing teams
Understanding of BDR/advisor sales motions and lead management best practices
Additional Information
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)