Marketing Specialist

📌 Core Information

🔹 Job Title: Marketing Specialist

🔹 Company: Savvy Wealth

🔹 Location: New York, New York, United States

🔹 Job Type: Full-time

🔹 Category: Marketing

🔹 Date Posted: May 21, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid (3 days in-office, Tuesday-Thursday)

🚀 Job Overview

Key aspects of this role include:

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

ASSUMPTION: This role requires a strong understanding of various marketing channels and a proactive approach to developing and implementing marketing strategies.

📋 Key Responsibilities

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

✅ Plan and manage the marketing budget 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: 3-5 years of experience in a marketing role, preferably within a financial services or agency environment

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 experience in the wealth management industry or working with financial advisors may have an advantage in this role.

💰 Compensation & Benefits

Salary Range: $80,000 - $100,000 per year (based on industry standards for the role, experience level, and location)

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 a hybrid work arrangement (3 days in-office, Tuesday-Thursday)

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

📌 Applicant Insights

🔍 Company Context

Industry: Wealth management, a $545 billion industry in the US with low technology penetration and a poor client experience

Company Size: Savvy Wealth is a rapidly growing startup with a team made up of repeat founders and operators who have helped build successful companies like Airbnb, Square, Brex, Carta, Facebook, and more

Founded: Savvy Wealth was founded in 2022 and has raised over $105M to date from top-tier investors like Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former LPL Financial CEO)

Company Description:

• Savvy Wealth is a digital-first wealth management platform that modernizes human financial advice
• The company offers AI-powered software, automated sales and marketing, and seamless back office workflows to help financial advisors scale faster and spend more time with clients
• Savvy Wealth has established strong product-market fit, surpassed $2.2 billion in AUM in less than three years, and grown 600%+ in the last 18 months

Company Specialties:

• AI-powered wealth management platform
• Automated sales and marketing for financial advisors
• Seamless back office workflows

Company Website: https://savvywealth.com

ASSUMPTION: Savvy Wealth is at a pivotal point in its growth trajectory, and this role will play a critical part in the company's continued expansion and revenue growth.

📊 Role Analysis

Career Level: Mid-level marketing role with opportunities for growth and advancement within the company

Reporting Structure: This role reports directly to the Head of Marketing and works closely with internal marketing colleagues and the operations team

Work Arrangement: Hybrid work arrangement with 3 days in-office (Tuesday-Thursday) and 2 days remote

Growth Opportunities:

• As the company continues to grow, there will be opportunities for the Marketing Campaign Specialist to take on more responsibilities and advance their career within the marketing department
• With experience and strong performance, the candidate may have the opportunity to lead a team or manage a specific marketing channel
• Savvy Wealth offers a dynamic and fast-paced work environment where employees can learn and grow professionally

ASSUMPTION: This role offers significant growth potential as the company continues to expand and refine its marketing strategies.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space in the heart of Manhattan

Office Location(s): 121 Seaman Ave, New York, NY 10011, United States

Geographic Context:

• New York City is a major financial hub with a vibrant and diverse culture
• The office is located in the Chelsea neighborhood, offering easy access to public transportation, restaurants, and amenities
• The area is known for its art galleries, museums, and historic sites

Work Schedule: Full-time, 40 hours per week, with a hybrid work arrangement (3 days in-office, Tuesday-Thursday)

ASSUMPTION: The hybrid work arrangement offers a good balance between in-office collaboration and remote flexibility.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with the hiring manager
• In-person or virtual interview with the marketing team
• Final interview with the Head of Marketing
• Background check and offer extension

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
• Be prepared to discuss specific marketing campaigns you've managed and their outcomes
• Demonstrate your understanding of the wealth management industry and how your skills can contribute to Savvy Wealth's growth

ATS Keywords: Marketing, Campaign Management, Digital Marketing, Social Media, Email Campaigns, Event Planning, Analytical Skills, Communication Skills, Interpersonal Skills, Organizational Skills, Project Management, Client Relations, Budget Management, Wealth Management, Financial Advisory Services

ASSUMPTION: Savvy Wealth uses an Applicant Tracking System (ATS) to manage job applications, and including relevant keywords in your resume can help your application stand out.

🛠️ Tools & Technologies

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

ASSUMPTION: The Marketing Campaign Specialist will be expected to use various marketing tools and platforms to manage campaigns and track performance.

👔 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 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:

• Fast-paced and dynamic work environment
• Strong focus on collaboration and teamwork
• Data-driven decision-making and continuous improvement
• Proactive and results-oriented approach to marketing campaigns

Self-Assessment Questions:

• Do you have a strong understanding of various marketing channels and a proactive approach to developing and implementing marketing strategies?
• Are you comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment?
• Do you have strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously?
• Are you a strong communicator with excellent interpersonal skills?
• Do you have a customer-centric mindset and a results-oriented approach to your work?

ASSUMPTION: Candidates who align with Savvy Wealth's company values and work style will be more likely to succeed in this role and contribute to the company's growth.

⚠️ Potential Challenges

• The wealth management industry is highly competitive, and the Marketing Campaign Specialist must be able to develop effective marketing strategies that stand out from other financial advisors
• Savvy Wealth is a rapidly growing startup, and the Marketing Campaign Specialist must be comfortable working in a fast-paced and dynamic environment with changing priorities and technologies
• The hybrid work arrangement may present challenges in terms of communication and collaboration with team members and advisors
• The role requires strong analytical skills and the ability to measure and report on campaign performance, which can be time-consuming and demanding

ASSUMPTION: These challenges can be overcome with strong organizational skills, attention to detail, and a proactive approach to marketing campaigns.

📈 Similar Roles Comparison

• Compared to other marketing roles in the wealth management industry, the Marketing Campaign Specialist role at Savvy Wealth offers a unique opportunity to work directly with financial advisors and develop customized marketing campaigns
• The wealth management industry is highly competitive, and this role requires a strong understanding of various marketing channels and a proactive approach to developing and implementing marketing strategies
• Career progression in this role may involve taking on more responsibilities and advancing within the marketing department, with opportunities for leadership and management positions as the company continues to grow

ASSUMPTION: This role offers significant growth potential and the opportunity to make a meaningful impact on the company's continued expansion and revenue growth.

📝 Sample Projects

• Developing a multi-channel marketing campaign for a financial advisor with a specific target audience in mind, including digital marketing, social media, email campaigns, and events
• Analyzing the performance of a marketing campaign and providing insights and recommendations for continuous improvement
• Managing the marketing budget for a group of advisors, ensuring effective and efficient use of resources

ASSUMPTION: These sample projects demonstrate the key responsibilities and required skills for the Marketing Campaign Specialist role at Savvy Wealth.

❓ Key Questions to Ask During Interview

• What are the most significant marketing challenges facing financial advisors today, and how does this role address them?
• How does Savvy Wealth support the professional development and growth of its marketing team members?
• What is the company's approach to work-life balance, and how does the hybrid work arrangement support this?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Savvy Wealth measure the success of its marketing campaigns, and what are the key performance indicators (KPIs) for this role?

ASSUMPTION: Asking these questions can help candidates better understand the role, the company, and the team they will be working with, and make a more informed decision about their fit for the position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Ashby job posting
• Tailor your resume and cover letter to highlight your marketing experience and relevant skills
• Prepare for your interviews by researching Savvy Wealth, the wealth management industry, and the role of a Marketing Campaign Specialist
• Follow up with the hiring manager after your interviews to express your interest in the role and reiterate your qualifications
• If selected, complete the background check process and review the offer package

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