What are the responsibilities and job description for the Client Marketing Associate position at Savvy Wealth?
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
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
- 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
- Experience in an agency or multi-client environment
- Familiarity with CRM and marketing automation tools
- Exposure to financial services or wealth management
- 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
- 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)
Salary : $83,000 - $102,000