Senior Product Marketing Manager

Savvy Wealth • New York, NY

6d • $165,000 - $200,000 • Onsite

About The Position

Savvy Wealth is a rapidly growing Series B company in the wealth management industry, aiming to modernize the financial advisor experience with an AI-native platform. They offer independent advisors a comprehensive business solution, including a proprietary tech platform, client portal, marketing support, investment management, and client services. Savvy Wealth emphasizes AI integration across its products and internal operations, boasting significant year-over-year growth and strong investor backing. They are recognized as a Certified Great Place to Work and have received accolades for their culture and growth.

Requirements

• 5+ years of product marketing experience, with a strong background in B2B SaaS or technology platforms.
• Proven track record of building positioning, messaging, and GTM strategies for technical products ideally AI, automation, or data-driven tools.
• Ability to distill complex technology capabilities into clear, compelling narratives that resonate with non-technical buyers.
• Experience building customer marketing and lifecycle programs that drive feature adoption and retention, not just acquisition.
• Demonstrated expertise building sales enablement tools (pitch decks, battle cards, demo scripts) that sales and CS teams actually use.
• Excellent cross-functional leadership with experience working across Product, Sales, and Client Success.
• Exceptional written and verbal communication skills.
• A hands-on builder mentality with AI tools to automate and scale your own work and can help set the standard for how a modern product marketing function operates.

Nice To Haves

• Experience marketing AI products or developer/data tools to non-technical business audiences.
• Background in fintech, wealthtech, or tech-enabled financial services.
• Experience marketing to financial advisors or other licensed professionals.
• Familiarity with wealth management workflows and how advisors run their practice.
• Experience in a high-growth startup environment with both acquisition and expansion GTM motions.

Responsibilities

• Develop and evolve the core messaging and positioning for the Savvy platform, targeting prospective and existing financial advisors.
• Build and execute go-to-market strategies for Savvy Intelligence translating AI capabilities (workflow automation, client insights, intelligent recommendations) into clear advisor value propositions & competitive differentiation.
• Drive the product marketing narrative for how Savvy Intelligence AI helps advisors run a better, more efficient practice and deliver a differentiated client experience.
• Build advisor onboarding and adoption marketing programs that drive deep engagement with Savvy Intelligence and platform features.
• Develop customer marketing strategies that increase retention, expand usage, and turn power users into advocates.
• Partner with Client Success to identify expansion opportunities and build marketing programs that support them.
• Lead GTM strategy and launch execution for new product capabilities and service lines, including future AI features, tax, estate planning, and our broker-dealer offering.
• Create scalable content and GTM frameworks that can be reused across future product launches.
• Partner with Product, Sales, and Client Success to develop sales enablement resources (pitch decks, one-pagers, battle cards, demo narratives) that clearly communicate the Savvy Intelligence value proposition.
• Lead key launch moments that build Savvy's credibility as a technology-first wealth management platform.

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) 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: Senior
• Education Level: No Education Listed