About Savvy:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
Responsibilities:
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Coordinate and execute marketing campaigns, collaborating with internal and external marketing resources, generating leads for Savvy advisors.
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Set up and optimize B2C email nurture series to engage prospects and convert leads into clients.
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Manage the Savvy blog and publishing calendars, blog execution, and implement SEO recommendations from external partners.
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Own and operate the advisor lead program; managing lead routing, cadence setup, tracking, and follow-up processes.
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Support the advisor sales motions by developing decks, one-pagers, and product marketing materials.
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Help bring new investment products to market through copywriting, content creation, and advisor enablement.
Must have:
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6–9 years of experience in marketing operations, client acquisition, or campaign execution roles
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Proven ability to manage and execute multi-channel marketing campaigns
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Strong organizational skills and attention to detail
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Experience working cross-functionally with internal teams and external vendors
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Comfort using key tools such as HubSpot (or similar CRM/marketing automation platform)
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Familiarity with content publishing workflows (e.g., blogs, landing pages)
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Experience in email and lifecycle marketing, including workflow creation and performance tracking
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Ability to create and maintain reporting dashboards and campaign metrics
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Exceptional written and verbal communication skills
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Self-starter mentality with a bias toward execution and accountability
Nice to have:
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Prior experience in financial services, fintech, or advisor marketing
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Familiarity with Webflow, Notion or Wrike
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Exposure to sales enablement content (e.g., pitch decks, investment product collateral)
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Understanding of marketing analytics and attribution modeling
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Background working in a startup or high-growth environment
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Comfort managing agency partners or outsourced marketing teams
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Understanding of BDR/advisor sales motions and lead management best practices
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
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Competitive salary and equity package
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Unlimited PTO + paid company holidays
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Access to best in class medical, dental, and vision plans
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Company 401(k), Commuter, and HSA/FSA plans
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NYC office in the heart of Manhattan
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Lunch, dinner, and snacks provided in the office
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Parental leave coverage (8 weeks) and support (Tilt)
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Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
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Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
