Job Overview
Location
NYC Office
Job Type
Full-time
Category
Marketing
Date Posted
April 26, 2026
Full Job Description
đź“‹ Description
- • Lead marketing for Savvy Wealth Investment Management (SWIM) and expanding suite of financial products, working directly with the CIO to package and productize proprietary investment strategies for financial advisors.
- • Develop and execute a B2B2C marketing strategy that drives advisor adoption and equips them with tools to market services to their end clients.
- • Collaborate with investment, sales, and client success teams to translate complex financial products like ETFs, SMAs, and model portfolios into clear, client-ready narratives and sales enablement materials.
- • Own go-to-market strategy for ancillary services including Financial Planning, Tax, Estate Planning, and new product launches.
- • Build scalable content frameworks and lead key product launches to establish Savvy Wealth as a leader in modern, advisor-focused investment solutions.
- • Join a high-growth, venture-backed company ($105M+ raised) with a team of repeat founders and operators from Airbnb, Square, Brex, Carta, Facebook, and top RIAs, now managing over $5.1B in AUM.
🎯 Requirements
- • 5+ years of product marketing experience in asset management, wealth management, or financial services.
- • Deep understanding of ETFs, SMAs, mutual funds, and alternative investment vehicles.
- • Ability to distill complex financial concepts into compelling narratives for both professional advisors and individual investors.
- • Proven experience building go-to-market strategies that drive product adoption through advisor partners and their end clients.
- • Track record of working effectively with cross-functional teams including investment, sales, and client success.
🏖️ Benefits
- • Competitive salary and equity package
- • Unlimited PTO plus paid company holidays
- • Access to holistic medical, dental, and vision plans
- • Company 401(k), commuter benefits, and HSA/FSA plans
- • Lunch and snacks provided in the NYC office
- • Access to virtual mental health care (Spring Health), vision benefits (XP Health), health concierge (Rightway), and Guardian WorkLifeMatters EAP for counseling on stress, dependent care, nutrition, fitness, legal, and financial matters
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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