About Savvy:

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Carta, Meta, and more.

We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth.

Responsibilities:

• Coordinate and execute marketing campaigns, collaborating with internal and external marketing resources, generating leads for Savvy advisors.

• Set up and optimize B2C email nurture series to engage prospects and convert leads into clients.

• Manage the Savvy blog and publishing calendars, blog execution, and implement SEO recommendations from external partners.

• Own and operate the advisor lead program; managing lead routing, cadence setup, tracking, and follow-up processes.

• Support the advisor sales motions by developing decks, one-pagers, and product marketing materials.

• Help bring new investment products to market through copywriting, content creation, and advisor enablement.

Must have:

• 6–9 years of experience in marketing operations, client acquisition, or campaign execution roles

• Proven ability to manage and execute multi-channel marketing campaigns

• Strong organizational skills and attention to detail

• Experience working cross-functionally with internal teams and external vendors

• Comfort using key tools such as HubSpot (or similar CRM/marketing automation platform)

• Familiarity with content publishing workflows (e.g., blogs, landing pages)

• Experience in email and lifecycle marketing, including workflow creation and performance tracking

• Ability to create and maintain reporting dashboards and campaign metrics

• Exceptional written and verbal communication skills

• Self-starter mentality with a bias toward execution and accountability

Nice to have:

• Prior experience in financial services, fintech, or advisor marketing

• Familiarity with Webflow, Notion or Wrike

• Exposure to sales enablement content (e.g., pitch decks, investment product collateral)

• Understanding of marketing analytics and attribution modeling

• Background working in a startup or high-growth environment

• Comfort managing agency partners or outsourced marketing teams

• 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:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to best in class medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch, dinner, and snacks provided in the office

• Parental leave coverage (8 weeks) and support (Tilt)

• Access to virtual mental health care (Spring Health), vision related benefits (XP 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)