Product Marketing, New AI Verticals

Savvy•New York, NY
•Onsite

About The Position

Savvy Wealth is hiring a product marketer to own the go-to-market narrative for a new standalone AI product for enterprise RIAs and wealth management firms. The product applies AI to manual back-office workflows, including client service, investment operations, and custodial operations, and is deployed within firms’ existing systems. Its value is measured by operating hours returned and improvements in EBITDA margin. As the first marketer dedicated to the offering, you will define its positioning, target buyers, and proof of value while the product is being developed alongside design partners. You will work directly with Product, forward-deployed engineers, and Sales to shape the product story, launch the offering, and turn early customer outcomes into evidence that supports future sales. The role also owns sales enablement, market and competitive intelligence, and thought leadership for enterprise buyers.

Requirements

  • At least 7 years of product marketing experience, with a strong background in AI-native B2B SaaS or technology platforms.
  • A proven track record of developing positioning, messaging, and go-to-market strategies for new products, AI, automation, or workflow tools.
  • Experience marketing to enterprise buyers with long sales cycles and six- or seven-figure contract values.
  • Ability to translate complex technical capabilities into clear, credible narratives for non-technical executives.
  • Demonstrated expertise creating sales enablement tools, such as pitch decks, battle cards, and demo scripts, that sales teams use.
  • Comfort working in ambiguity and building plans and shipping work while the product and ideal customer profile are still taking shape.
  • Hands-on experience with AI tools to automate and scale work, and credibility discussing AI capabilities and limitations in operational settings.

Nice To Haves

  • Background in wealth management, fintech, or financial services.
  • Experience launching a new product line or 0-to-1 offering inside a high-growth company.
  • Experience marketing vertical AI products.
  • Experience in a compliance-regulated environment.

Responsibilities

  • Own the product’s positioning and messaging, including its core narrative, value proposition, and competitive differentiation.
  • Develop messaging for COOs, CFOs, and heads of operations that connects AI capabilities to operating efficiency, headcount leverage, and EBITDA margin.
  • Lead the go-to-market strategy and launch for the product as a standalone offering, including brand direction and key launch moments.
  • Build sales enablement materials, including pitch decks, one-pagers, battle cards, demo narratives, and ROI frameworks.
  • Partner with the deployment team to capture results from design partner engagements and develop case studies, ROI proof points, and co-marketing programs.
  • Own market and competitive intelligence, share customer and competitive insights with Product, and provide input on packaging and pricing.
  • Drive content and thought leadership for enterprise buyers through industry media, conferences, and executive events.

Benefits

  • Competitive salary and equity package.
  • Generous relocation package for talent moving to the NYC office.
  • Unlimited PTO and paid company holidays.
  • Medical, dental, and vision plans.
  • Company 401(k), including Mega backdoor Roth options.
  • Commuter and HSA/FSA plans.
  • NYC office in Union Square.
  • Lunch and snacks provided in the office, and dinner if staying late.
  • Access to virtual mental health care and a health concierge.
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues.
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