marketing
Posted May 4Client Marketing Associate
at Savvy
Remote
Requirements
- 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.
- 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 - 2-5
- 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
Benefits
- 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.
- 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)
Additional details
- 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.
- experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
- We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
- 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.
- 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.