Client Marketing Associate

Savvy Wealth • New York, NY

101d • Onsite

About The Position

Savvy Wealth is a wealth management platform that aims to modernize human financial advice through AI-powered software, automated sales and marketing, and seamless back-office workflows. The company has secured significant funding and experienced rapid growth, surpassing $5.1 billion in AUM in less than three years. Savvy is looking for individuals to join their team to help scale the company and expand its product offerings. The Client Marketing Associate will be part of the internal marketing team, responsible for executing and optimizing marketing campaigns for Savvy’s financial advisors. This role involves translating advisor goals into effective marketing initiatives across various channels, managing multiple advisor relationships, and ensuring timely and improved campaign delivery based on performance.

Requirements

• 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 Haves

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

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

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level