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, Index Ventures, 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!

The Role:

We're looking for a data-driven Demand Generation Lead to build and scale the marketing engine that recruits financial advisors to the Savvy platform. You will be responsible for designing, executing, and optimizing the full-funnel, multi-channel strategy to generate a predictable pipeline of qualified prospective advisors.

You will own the advisor acquisition number, from initial awareness to handoff with the sales team. This is a highly collaborative and high-impact role, working at the intersection of marketing, sales, product, and operations to turn Savvy’s compelling story into measurable pipeline growth. The ideal candidate is a hands-on B2B marketer who excels at building and optimizing scalable lead-generation programs.

Responsibilities:

• Develop and execute the end-to-end demand generation strategy for our B2B advisor recruiting motion, aligning with pipeline and revenue goals.

• Own and manage multi-channel campaigns, including paid social, SEM, email marketing, content syndication, webinars, and virtual/in-person events.

• Build, test, and optimize lead nurturing programs and marketing automation workflows to move prospects through the funnel.

• Partner closely with the Strategic Growth (Sales) team to ensure seamless lead handoff, optimize the MQL-to-SQL conversion rate, and gather feedback on lead quality.

• Collaborate with Product Marketing to leverage core platform messaging and sales enablement resources (decks, one-pagers) for your campaigns.

• Work with the Content team to develop a content strategy that fuels the acquisition funnel (e.g., whitepapers, case studies, blog posts, webinar topics).

• Measure, analyze, and report on campaign performance, pipeline contribution, and ROI, providing actionable insights for continuous improvement.

• Manage the marketing tech stack (Marketing Automation, CRM, analytics tools) to ensure operational efficiency and data integrity.

Must have:

• 6+ years of B2B demand generation experience, preferably in B2B SaaS or technology platforms.

• Proven track record of building and scaling multi-channel marketing campaigns that successfully generated pipeline and revenue.

• Deep, hands-on experience with marketing automation platforms (e.g., HubSpot), CRMs (e.g., Salesforce, and ad platforms (e.g., Linkedin, Meta)

• Strong analytical skills with the ability to track, measure, and report on key funnel metrics (MQL, SQL, CPL, conversion rates).

• Excellent cross-functional leadership and communication skills, with a demonstrated ability to work with sales, marketing, and product teams

• Exceptional project management and organizational skills.Nice to have:

• Prior experience managing FINRA/SEC audits and regulatory reporting (e.g. FOCUS reports).

• Hands-on experience with QuickBooks and leading migrations to NetSuite.

• Familiarity with AI and automation in accounting or forecasting workflows.

Nice to Have:

• Strong experience in financial modeling, budgeting, forecasting, and expense management in financial services.

• Direct experience marketing to financial advisors.

• Experience in a high-growth startup environment.

What Success Looks Like

• Steady & Qualified Pipeline: A consistent inflow of high-quality advisor leads in the target AUM segment, meeting monthly pipeline and payback KPIs.

• Efficient Spend & ROI: Demonstrable improvement in cost-per-lead and payback period

• Rapid Experimentation & Iteration: Rolling out new campaigns or channels each quarter, with at least one or two new channels proving successful per half-year.

• Positive Sales Feedback: Sales teams report increased lead quality, shortened cycles, and a healthy pipeline of engaged advisor prospects.
  

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 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) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Compensation Range: $160K - $210K