About Savvy Wealth

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition

We're a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek's America's Greatest Startup Workplaces (2026)

Fortune Best Workplaces in New York™ (2026)

Great Place to Work Certified™

The Role

The Client Marketing Associate acts as the dedicated marketing lead for a portfolio of advisors, owning their marketing strategy and execution end to end, to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.

You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.

Responsibilities:

Own marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each.

Lead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns

Execute marketing initiatives across channels including email, social, digital, and events

Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency

Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts

Track campaign performance and budget, reporting results and identifying opportunities to improve efficiency

Monitor timelines and ensure campaigns are launched accurately and on schedule

Own the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results.

Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs

Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Must Have

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

2-5 years leading marketing strategy and content for clients or accounts

Experience presenting to and managing relationships with clients or senior stakeholders

Comfort operating in a client-facing, multi-account environment (agency-style or similar)

Experience executing campaigns across one or more channels (email, social, paid, events, etc.)

Strong organizational skills and ability to manage multiple projects simultaneously