Marketing Manager

📌 Core Information

🔹 Job Title: Marketing Manager

🔹 Company: Savvy Wealth

🔹 Location: New York, New York, United States

🔹 Job Type: Full-time

🔹 Category: Marketing

🔹 Date Posted: 2025-05-21

🔹 Experience Level: 5-10 years

🔹 Remote Status: Hybrid (3 office days per week)

🚀 Job Overview

Key aspects of this role include:

• Executing multi-channel marketing campaigns for financial advisors
• Planning and managing yearly marketing strategies and budgets
• Developing and implementing customized marketing campaigns
• Measuring and analyzing campaign performance for continuous improvement

ASSUMPTION: This role requires a strong understanding of various marketing channels and a proactive approach to campaign management.

📋 Key Responsibilities

✅ Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients

✅ Plan and manage marketing budgets allocated to each advisor, ensuring effective and efficient use of resources

✅ Develop and implement customized marketing strategies for individual advisors, including digital marketing, social media, email campaigns, and events

✅ Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives

✅ Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement

✅ Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals

✅ Maintain detailed records of campaign performance and budget utilization

✅ Work closely with internal marketing colleagues and the operations team to align on overall strategy and objectives

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.

🎯 Required Qualifications

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

Experience: 5+ years of experience in a marketing role

Required Skills:

• Strong understanding of various marketing channels, including digital, social media, email, and events
• Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools
• Excellent organizational skills and attention to detail
• Strong analytical skills with the ability to measure and report on campaign performance
• Exceptional communication and interpersonal skills
• Ability to manage multiple projects simultaneously and meet deadlines

Preferred Skills:

• Experience working directly with clients or in a client-facing role
• Knowledge of the wealth management industry and financial advisory services
• Familiarity with CRM systems and project management tools

ASSUMPTION: Candidates with additional relevant skills or experience may be given preference.

💰 Compensation & Benefits

Salary Range: $100,000 - $120,000 per year (based on industry standards for a Marketing Manager with 5-10 years of experience in New York)

Benefits:

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to best-in-class medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• Lunch, dinner, and snacks provided in the office
• Parental leave coverage (8 weeks) and support (Tilt)
• 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)

Working Hours: Full-time (40 hours per week) with flexible hours and remote work options

ASSUMPTION: The salary range is an estimate based on industry standards and may vary depending on the candidate's qualifications and experience.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically Wealth Management

Company Size: Savvy Wealth is a startup with a small team, offering a dynamic and fast-paced work environment. This size allows for close collaboration and direct impact on the company's growth.

Founded: Savvy Wealth was founded in 2021, making it a relatively new player in the wealth management industry.

Company Description:

• Savvy Wealth is a digital-first wealth management platform that modernizes human financial advice
• The company aims to streamline advisors' workflows, enabling them to spend more time with clients
• Savvy Wealth has raised over $105M from top-tier investors, including Thrive Capital, Index Ventures, and Mark Casady (former LPL Financial CEO)

Company Specialties:

• AI-powered software for wealth management
• Automated sales and marketing solutions
• Seamless back-office workflows

Company Website: savvywealth.com

ASSUMPTION: Savvy Wealth is at a pivotal point in its growth trajectory, offering applicants the opportunity to join a rapidly expanding company and make a significant impact.

📊 Role Analysis

Career Level: This role is suitable for a mid-career marketing professional with 5-10 years of experience in marketing roles, seeking to apply their skills in a dynamic and fast-paced environment.

Reporting Structure: The Marketing Manager will report directly to the Head of Marketing or a similar role within the company's marketing department.

Work Arrangement: This role is a hybrid position, with employees working from the office 3 days a week (Tuesdays, Wednesdays, and Thursdays) and remotely for the remaining days.

Growth Opportunities:

• As the company grows, there may be opportunities for the Marketing Manager to take on additional responsibilities or move into a leadership role
• Savvy Wealth's rapid expansion may present opportunities for career advancement within the company
• The Marketing Manager may have the opportunity to shape the company's marketing strategy and contribute to its overall success

ASSUMPTION: The Marketing Manager's role may evolve as the company grows and expands its product offering.

🌍 Location & Work Environment

Office Type: Savvy Wealth's office is located in the heart of Manhattan, offering a vibrant and dynamic work environment.

Office Location(s): 121 Seamanship Way, New York, NY 10011, United States

Geographic Context:

• New York City is a major financial hub, providing ample opportunities for networking and professional growth
• The city offers a diverse range of cultural, entertainment, and dining options
• New York's competitive job market may present additional career opportunities

Work Schedule: The Marketing Manager will work full-time (40 hours per week) with flexible hours and remote work options.

ASSUMPTION: The Marketing Manager may need to work additional hours during peak periods or to meet project deadlines.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with the HR department
• In-depth interview with the Head of Marketing or a similar role
• Final interview with the CEO or another senior leader

Key Assessment Areas:

• Marketing expertise and campaign management skills
• Understanding of the wealth management industry and financial advisory services
• Communication and interpersonal skills
• Problem-solving and analytical skills

Application Tips:

• Tailor your resume and cover letter to highlight your marketing experience and relevant skills
• Demonstrate your understanding of the wealth management industry and Savvy Wealth's unique value proposition
• Prepare examples of successful marketing campaigns you've managed in the past

ATS Keywords: Marketing, Campaign Management, Wealth Management, Financial Advisory Services, Digital Marketing, Social Media, Email Campaigns, Events, Budget Management, Performance Analysis

ASSUMPTION: The application process may vary depending on the specific needs of the company or the candidate pool.

🛠️ Tools & Technologies

• HubSpot
• Project management tools (e.g., Asana, Trello, or Monday.com)
• Social media management tools (e.g., Hootsuite, Buffer, or Sprout Social)
• CRM systems (e.g., Salesforce, HubSpot CRM, or Zoho CRM)

ASSUMPTION: The Marketing Manager may be required to learn and use additional tools or technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Empathy: Understanding and relating to the needs and goals of financial advisors
• Resilience: Demonstrating persistence and a positive attitude when facing challenges or setbacks
• Proactivity: Taking initiative to develop and implement marketing strategies without needing constant supervision
• Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment
• Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success
• Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members
• Customer-Centric Mindset: Prioritizing the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions
• Collaborative Spirit: Working well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors
• Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth

Work Style:

• Dynamic and fast-paced, with a focus on continuous improvement and innovation
• Collaborative, with a strong emphasis on teamwork and communication
• Results-driven, with a focus on achieving measurable outcomes and meeting performance targets

Self-Assessment Questions:

• Do you possess a strong understanding of various marketing channels and a proactive approach to campaign management?
• Are you comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment?
• Do you have strong communication and interpersonal skills, with the ability to collaborate effectively with advisors and team members?

ASSUMPTION: Applicants who align with Savvy Wealth's company values and work style are more likely to be successful in this role.

⚠️ Potential Challenges

• The Marketing Manager may face tight deadlines and high workloads during peak periods
• The role may require the Marketing Manager to manage multiple projects simultaneously, requiring strong organizational skills and attention to detail
• The wealth management industry can be competitive, with a need for the Marketing Manager to stay up-to-date with industry trends and best practices
• The Marketing Manager may need to work with advisors who have varying levels of marketing expertise and preferences, requiring strong communication and interpersonal skills

ASSUMPTION: The Marketing Manager should be prepared to face these challenges and have strategies in place to manage them effectively.

📈 Similar Roles Comparison

• Compared to other marketing roles in the wealth management industry, this role places a greater emphasis on customized marketing campaigns and client acquisition
• Savvy Wealth's focus on digital-first solutions and modernizing human financial advice sets it apart from traditional wealth management firms
• This role offers the opportunity to work in a fast-paced, dynamic environment with a focus on growth and innovation

ASSUMPTION: Applicants should consider their career goals and preferences when comparing this role to similar positions in the industry.

📝 Sample Projects

• Developing and executing a multi-channel marketing campaign for a financial advisor, including digital marketing, social media, email campaigns, and events
• Analyzing campaign performance data to identify trends and make data-driven decisions to optimize future campaigns
• Collaborating with advisors to understand their needs and preferences, and developing customized marketing strategies to meet their goals

ASSUMPTION: These sample projects are intended to provide a sense of the Marketing Manager's responsibilities and should not be considered exhaustive.

❓ Key Questions to Ask During Interview

• Can you describe the company's marketing strategy and how this role fits into it?
• How does Savvy Wealth support the professional development and growth of its marketing team members?
• What are the key priorities for this role in the first 90 days?
• How does Savvy Wealth measure the success of its marketing campaigns, and what metrics are most important?
• What is the company's approach to work-life balance, and how does this role fit into that?

ASSUMPTION: Applicants should use these questions as a starting point and tailor them to their specific interests and concerns.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your marketing experience and relevant skills
• Prepare examples of successful marketing campaigns you've managed in the past
• Follow up with the HR department one week after submitting your application to inquire about the status of your application

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.