Senior Manager, Client Marketing

Savvy Insurance Services, Inc.

Job Overview

Location

NYC Office

Job Type

Full-time

Full Job Description

📋 Description

• Lead and develop the Client Marketing team: managers, associates, and a growth marketing function focused on paid media programs across the advisor base.
• Oversee function-wide strategic planning, capacity planning, own the team performance system, and training and development for your managers and ICs.
• Own campaign quality and playbook development across every campaign type the team runs: branding and DBA launches, lead generation, webinars, in-person events, content, and advisor onboarding.
• Build and scale the growth marketing infrastructure that helps advisors grow their business through paid efforts: own the program strategy, manage budgets and spend allocation, and build the systems that make paid marketing a repeatable, scalable growth channel for the advisor base.
• Own senior XFN relationships across Advisor Success, Growth, Product, and Compliance. On the sales side, you're in the room with top prospects representing what the marketing offering looks like and why it's a competitive advantage for their practice.
• Evolve the service model over time: identify where AI and automation can extend the team's capacity and help advisors grow, without compromising the quality advisors experience.

🎯 Requirements

• 7+ years in marketing with meaningful time leading client-facing or services-oriented marketing teams; you've built delivery ratios, managed workload across a team, and know how to maintain quality at scale
• Strong creative instincts grounded in what performs: when a campaign is technically correct but creatively mediocre, you catch it; when an advisor is asking for something that won't work for their audience, you redirect them
• Proficiency in building AI-native marketing workflows and a track record of experimenting with new tooling
• Experience managing paid marketing programs, budgets, and spend allocation: you've owned paid media investment decisions, understand how to evaluate performance across channels, and know how to build a program that scales
• Strong operator: you build systems and hold teams to them, you run tight reviews, and you don't let loops stay open
• Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them on day one

🏖️ 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)

Skills & Technologies

Spring

Senior

Onsite

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Savvy Insurance Services, Inc.

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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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