Savvy Wealth Job Opportunity: Client Marketing AssociateSavvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage.
In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture.
Internally, everyone at Savvy uses AI tools and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!The RoleThe 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.ResponsibilitiesTranslate advisor goals and often loosely defined requests into clear, actionable marketing plans and campaignsExecute marketing initiatives across channels including email, social, digital, and eventsLeverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiencyManage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accountsTrack and report on campaign performance, identifying opportunities to improve resultsMonitor timelines and ensure campaigns are launched accurately and on scheduleTrack campaign performance against budget and identify opportunities to improve efficiencyCollaborate with internal teams (marketing, operations, design) to execute campaigns effectivelyPrioritize work across multiple advisors and campaigns based on impact, timelines, and business needsMaintain organized records of campaigns, performance metrics, and ongoing initiativesMust HaveBachelor's degree in Marketing, Business, Communications, or a related field.2-5 years of experience in a marketing or campaign execution roleExperience executing campaigns across one or more channels (email, social, paid, events, etc.)Strong organizational skills and ability to manage multiple projects simultaneouslyAbility to use data to track performance, identify issues, and recommend improvementsExperience using marketing and AI tools (e.g., HubSpot, ChatGPT, or similar) to support workflows such as content creation, research, or campaign executionStrong communication skills, especially in client-facing or cross-functional environmentsNice to HaveExperience in an agency or multi-client environmentFamiliarity with CRM and marketing automation toolsExposure to financial services or wealth managementWhat We ValueExecution Focus: Able to take ideas and turn them into high-quality, on-time campaignsStructured Thinking: Can break down ambiguous requests into clear next stepsOwnership: Takes responsibility for outcomes and follows through without constant directionAI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflowAdaptability: Comfortable managing multiple priorities and shifting timelinesAttention to Detail: Ensures accuracy across campaigns, timelines, and reportingCommunication: Able to clearly manage expectations with advisors and internal teamsContinuous Improvement: Looks for ways to improve performance through testing and iterationBenefitsCompetitive salary and equity packageUnlimited PTO + paid company holidaysAccess to holistic medical, dental, and vision plansCompany 401(k), Commuter, and HSA/FSA plansNYC office in the heart of ManhattanLunch and snacks provided in the officeAccess to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right careAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)