Marketing Associate

About Savvy Wealth:
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:

The Marketing Specialist role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal marketing agency. This role involves planning and managing yearly marketing strategies, developing and implementing customized marketing campaigns for up to twenty advisors, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and has a strong understanding of various marketing channels.

Responsibilities:

• Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients.

• Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources.

• Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events.

• Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives.

• Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement.

• Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals.

• Maintain detailed records of campaign performance and budget utilization.

• Work closely with your internal marketing colleagues and the operations team to align on overall strategy and objectives.

Must Have:

• Bachelor’s degree in Marketing, Business, Communications, or a related field.

• 3-5 years of experience in a marketing role, preferably within a financial services or start-up

• Strong understanding of various marketing channels, including digital, social media, email, and events.

• Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools.

• Excellent organizational skills and attention to detail.

• Strong analytical skills with the ability to measure and report on campaign performance.

• Exceptional communication and interpersonal skills.

• Ability to manage multiple projects simultaneously and meet deadlines.

Nice to Have:

• Knowledge of the wealth management industry and financial advisory services.

• Familiarity with CRM systems and project management tools.

Qualities:

• Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes.

• Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns.

• Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness.

• Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment.

• Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success.

• Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members.

• Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions.

• Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors.

• Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth.

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

• We are in office 3 days a week, Tuesday-Thursday, in our 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)