Client Marketing Associate
About The Position
The Client Marketing Associate serves as the dedicated marketing lead for a portfolio of financial advisors, owning marketing strategy and execution end to end. The role translates advisor goals into effective initiatives across channels such as email, social, digital, and events. The associate manages multiple advisor relationships at once, ensures campaigns are delivered on schedule, and continuously improves them based on performance. The position involves leading advisor strategy sessions, developing actionable plans and campaigns, coordinating with marketing, operations, and design, and tracking campaign performance and budgets. The associate also maintains organized records and uses marketing and AI tools to support efficient, high-quality execution. Savvy Wealth is a registered investment advisor that partners with experienced financial advisors, providing a technology platform and client portal along with marketing, investment management, and client services support. Savvy describes itself as a Series C company with more than 170 employees.
Requirements
- Bachelor’s degree in Marketing, Business, Communications, or a related field.
- 2–5 years of experience leading marketing strategy and content for clients or accounts.
- Experience presenting to and managing relationships with clients or senior stakeholders.
- Comfort working in a client-facing, multi-account environment, such as an agency or similar setting.
- Experience executing campaigns across one or more channels, such as email, social, paid media, or events.
- 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, such as HubSpot, ChatGPT, or Claude, for workflows including content creation, research, or campaign execution.
- Strong communication skills, especially in client-facing or cross-functional environments.
Nice To Haves
- Experience in an agency or multi-client environment.
- Familiarity with CRM and marketing automation tools.
- Exposure to financial services or wealth management.
Responsibilities
- Own marketing strategy and content execution for a portfolio of advisor clients, serving as a strategic partner and de facto marketing lead for each.
- Lead regular strategy sessions with advisors and turn their marketing direction into clear, actionable plans and campaigns.
- Execute marketing initiatives across email, social, digital, and events.
- Use AI tools to accelerate campaign execution, improve content quality, and increase efficiency.
- Manage multiple advisor relationships, balance priorities, and ensure consistent delivery across accounts.
- Track campaign performance and budgets, report results, and identify opportunities to improve efficiency.
- Monitor timelines and ensure campaigns are launched accurately and on schedule.
- Own campaign strategy and execution, partnering with marketing, operations, and design to drive results.
- Prioritize work across advisors and campaigns based on impact, timelines, and business needs.
- Maintain organized records of campaigns, performance metrics, and ongoing initiatives.
Benefits
- Competitive salary and equity package.
- Generous relocation package for top talent moving to the NYC office.
- Unlimited PTO and paid company holidays.
- Holistic medical, dental, and vision plans.
- Company 401(k), including Mega backdoor Roth options.
- Commuter benefits and HSA/FSA plans.
- NYC office in Union Square.
- Lunch and snacks provided in the office, and dinner if staying late.
- Virtual mental health care and health concierge access.
- Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through the Guardian WorkLifeMatters EAP.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
