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New York, New York, United States
Onsite
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
The Role:
The Client Marketing Associate acts as the dedicated marketing lead for a portfolio of advisors, owning their marketing strategy and execution end to end, to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.
You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.
Responsibilities:
Own marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each.
Lead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns
Execute marketing initiatives across channels including email, social, digital, and events
Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency
Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts
Track campaign performance and budget, reporting results and identifying opportunities to improve efficiency
Monitor timelines and ensure campaigns are launched accurately and on schedule
Own the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results.
Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
Maintain organized records of campaigns, performance metrics, and ongoing initiatives
Must Have:
Bachelor’s degree in Marketing, Business, Communications, or a related field.
2-5 years leading marketing strategy and content for clients or accounts
Experience presenting to and managing relationships with clients or senior stakeholders
Comfort operating in a client-facing, multi-account environment (agency-style or similar)
Experience executing campaigns across one or more channels (email, social, paid, events, etc.)
Strong organizational skills and ability to manage multiple projects simultaneously
Ability to use data to track performance, identify issues, and recommend improvements
Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution
Strong communication skills, especially in client-facing or cross-functional environments
Nice to Have:
Experience in an agency or multi-client environment
Familiarity with CRM and marketing automation tools
Exposure to financial services or wealth management
What We Value:
Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
Structured Thinking: Can break down ambiguous requests into clear next steps
Ownership: Takes responsibility for outcomes and follows through without constant direction
AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow
Adaptability: Comfortable managing multiple priorities and shifting timelines
Attention to Detail: Ensures accuracy across campaigns, timelines, and reporting
Communication: Able to clearly manage expectations with advisors and internal teams
Continuous Improvement: Looks for ways to improve performance through testing and iteration
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
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)
Benefits are available to full-time employees