Senior Manager, Marketing Operations

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 — while making AI leverage a core expectation of how the team works and how people progress in their careers.
• Own the operating model: map the full campaign surface area (branding and DBA launches, lead generation, webinars, events, content, and advisor onboarding) and rebuild it into playbooks, templates, and automated or agentic workflows that make execution faster, more consistent, and more scalable.
• Drive AUM-per-marketer efficiency: define and own the metrics that show marketing is getting more leverage per dollar of cost, and hit them by deploying tooling and automation rather than defaulting to headcount.
• Stay ahead of the tooling: continuously evaluate new AI capabilities, pressure-test them against real advisor workflows, and pull the ones that work into the team's day-to-day before it's obvious to do so.
• Build the systems and data layer: instrument campaign performance, standardize how work moves through the team, and partner with Product, Engineering, and AI/agent leads to ship internal tooling and agents that extend the team's capacity.
• Own senior XFN relationships across Advisor Success, Growth, Product, and Compliance, and represent the marketing offering to top prospects when it's a competitive advantage for their practice.

🎯 Requirements

• 7+ years in marketing or marketing operations, including time leading or building within a client-facing or services-oriented team
• Genuinely AI-native: you've built, not just used — you've stood up AI and automation workflows that changed how a team works, and you experiment constantly with new tooling
• Systems and operations instinct: you see a manual, repeated process and turn it into a workflow, a template, or an agent; you think in leverage and unit economics, not just output
• Comfortable getting technical: you can reason about what AI tools can and can't do, work with Product and Engineering on internal tooling, and evaluate performance with data
• Strong operator and people leader: you build systems and hold a team to them, run tight reviews, don't let loops stay open, and develop the people who report to you
• Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them

🏖️ 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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