About Savvy Wealth:

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, Index Ventures, 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 $5.1 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!

The Role:

The Client Marketing Associate is responsible for executing and optimizing marketing campaigns for Savvy’s financial advisors as part of Savvy’s internal marketing team. This role involves working directly with advisors to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.

You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.

Responsibilities:

Translate advisor goals and often loosely defined requests 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 and report on campaign performance, identifying opportunities to improve results
Monitor timelines and ensure campaigns are launched accurately and on schedule
Track campaign performance against budget and identify opportunities to improve efficiency
Collaborate with internal teams (marketing, operations, design) to execute campaigns effectively
Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Must Have:

Bachelor’s degree in Marketing, Business, Communications, or a related field.
2-5 years of experience in a marketing or campaign execution role
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

Nice to Have:

Experience in an agency or multi-client environment
Familiarity with CRM and marketing automation tools
Exposure to financial services or wealth management

What We Value:

Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
Structured Thinking: Can break down ambiguous requests into clear next steps
Ownership: Takes responsibility for outcomes and follows through without constant direction
AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow
Adaptability: Comfortable managing multiple priorities and shifting timelines
Attention to Detail: Ensures accuracy across campaigns, timelines, and reporting
Communication: Able to clearly manage expectations with advisors and internal teams
Continuous Improvement: Looks for ways to improve performance through testing and iteration

Benefits:

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
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)