Job Overview
Location
NYC Office
Job Type
Full-time
Category
Marketing
Date Posted
May 6, 2026
Full Job Description
đź“‹ Description
- • The Client Marketing Associate is responsible for executing and optimizing marketing campaigns for Savvy’s financial advisors as part of Savvy’s internal marketing team, directly translating advisor goals into effective marketing initiatives across email, social, digital, and events to improve client engagement and advisor efficiency.
- • Day to day, the role involves translating loosely defined advisor requests into clear marketing plans, executing campaigns across multiple channels, leveraging AI tools for content and workflow efficiency, managing multiple advisor relationships, tracking performance against budgets and timelines, and collaborating with internal teams to ensure on-schedule delivery.
- • Savvy Insurance Services, Inc. is a fast-growing wealth management technology company backed by over $105M from top-tier investors, building an advisor-centric platform that modernizes financial advice through AI-powered tools and automation, with over $5.1B in AUM and 600%+ growth in 18 months.
- • In this role, the person will develop expertise in multi-channel campaign execution, AI-augmented marketing workflows, client relationship management in wealth management, and data-driven performance optimization — gaining direct impact on advisor success and scalable marketing operations in a high-growth fintech environment.
🎯 Requirements
- • Bachelor’s degree in Marketing, Business, Communications, or a related field
- • 2-5 years of experience in a marketing or campaign execution role
- • 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
- • Strong communication skills, especially in client-facing or cross-functional environments
🏖️ 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)
- • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Skills & Technologies
About Savvy Insurance Services, Inc.
Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.
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