Senior Manager, Client Marketing

Savvy Wealth•New York, NY

4d•Onsite

About The Position

Savvy Wealth is a registered investment advisor (RIA) that partners with experienced financial advisors, providing them with a modern, AI-native platform and comprehensive back-office support. Advisors can run their practice under their own brand or Savvy's, receiving a proprietary tech platform, client portal, in-house marketing, investment management, and client services. This business-in-a-box model allows advisors to service more households and save significant time. Savvy heavily utilizes AI, with its AI-native platform, Savvy Intelligence, and encourages internal use of AI tools like Claude, supported by an AI enablement team and RevOps building agents. The company is a Series B, experiencing rapid growth with approximately 150 employees and over 500% year-over-year growth, backed by $105M in funding. Savvy has received recognition for its culture and growth, including being Certified Great Place to Work, Newsweek's America's Greatest Startup Workplaces (2026), and Fortune Best Workplaces in New York™ (2026).

Requirements

7+ years in marketing with significant experience leading client-facing or services-oriented marketing teams.
Proven ability to build delivery ratios, manage team workload, and maintain quality at scale.
Strong creative instincts grounded in performance metrics.
Proficiency in building AI-native marketing workflows and a track record of experimenting with new tooling.
Experience managing paid marketing programs, budgets, and spend allocation, including evaluating performance across channels and building scalable programs.
Strong operational skills: ability to build systems, conduct tight reviews, and ensure follow-through.
Comfortable representing marketing in sales conversations with prospective advisors, providing specific and credible information.

Nice To Haves

Background in financial services, wealth management, or fintech.
Experience scaling a marketing services or client success function within a high-growth platform.
Experience in a compliance-regulated environment.
Familiarity with paid social platforms (Meta, Google, LinkedIn).

Responsibilities

Lead and develop the Client Marketing team, including managers, associates, and a growth marketing function focused on paid media programs.
Oversee function-wide strategic planning, capacity planning, team performance systems, and training and development for managers and individual contributors.
Own campaign quality and playbook development for all campaign types, including branding and DBA launches, lead generation, webinars, in-person events, content, and advisor onboarding.
Build and scale the growth marketing infrastructure to help advisors grow their business through paid efforts, including program strategy, budget management, spend allocation, and systems for repeatable growth.
Own senior cross-functional relationships with Advisor Success, Growth, Product, and Compliance.
Represent marketing in sales conversations with prospective advisors, highlighting the marketing offering as a competitive advantage.
Evolve the service model by identifying opportunities for AI and automation to extend team capacity and enhance advisor growth without compromising quality.

Benefits

Competitive salary and equity package
Unlimited PTO + paid company holidays
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)
Health concierge (Rightway)
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)