Senior Product Marketing Manager

Savvy Wealth • New York, NY

1d • Onsite

About The Position

Savvy Wealth is a rapidly growing fintech company aiming to modernize the wealth management industry. The industry, valued at $545 billion in the US, is characterized by outdated technology and manual processes, leading to inefficiencies and a poor client experience. Savvy Wealth offers an advisor-centric platform that leverages AI-powered software, automated sales and marketing, and streamlined back-office workflows to help financial advisors scale their businesses and focus more on client relationships. The company has secured over $105 million in funding from prominent investors and boasts a team with experience from leading tech companies and financial institutions. Savvy Wealth has achieved significant growth, surpassing $5.1 billion in AUM in under three years and experiencing over 600% growth in the last 18 months. The company is now entering a new phase of expansion, focusing on broadening its product offerings and driving further revenue growth. This role is crucial for scaling the company and expanding its product suite.

Requirements

• 5+ years of product marketing experience in asset management, wealth management, or financial services.
• Deep understanding of ETFs, SMAs, mutual funds, and alternatives.
• Ability to distill complex financial concepts into compelling stories for both professional advisors and individual investors.
• Experience building GTM strategies that drive product adoption through advisor partners and their end clients.
• Proven track record working with investment, sales, and client success teams.
• Strong written and verbal skills with a focus on institutional quality output.

Nice To Haves

• Background at a leading asset manager (BlackRock, Fidelity, Vanguard) or fintech.
• Experience marketing directly to financial advisors.
• Track record launching investment products.
• Comfort building sales tools such as fact sheets, pitch decks, and competitive positioning materials.
• Startup or high-growth environment experience.

Responsibilities

• Collaborate with the CIO and investment team to translate complex investment strategies (ETFs, SMAs, model portfolios) into clear, client-ready narratives.
• Build a dual-layered marketing motion to drive advisor adoption and provide them with the necessary collateral to market services to their end clients.
• Lead the go-to-market strategy for ancillary services such as Financial Planning, Tax, Estate Planning, and other new products.
• Partner with sales and advisor success teams to develop high-impact resources including pitch decks, one-pagers, battle cards, and messaging documents.
• Create content frameworks that enable rapid launch of new financial products while maintaining a premium and cohesive brand voice.
• Lead key launch moments to establish Savvy Wealth as a leader in modern, advisor-focused investment solutions.

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)
• 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