Senior Marketing Manager, Client Marketing

📌 Core Information

🔹 Job Title: Senior Marketing Manager, Client Marketing

🔹 Company: Savvy Wealth

🔹 Location: New York, New York, United States

🔹 Job Type: Full-time

🔹 Category: Marketing

🔹 Date Posted: July 1, 2025

🔹 Experience Level: 6-9 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Driving client acquisition through multi-channel marketing campaigns
• Managing and optimizing B2C email nurture series
• Overseeing the Savvy blog and publishing calendars
• Operating the advisor lead program and supporting sales motions
• Bringing new investment products to market through copywriting and enablement

ASSUMPTION: This role requires a strong background in marketing operations and client acquisition to drive growth and support Savvy's expanding product offering.

📋 Key Responsibilities

✅ Coordinate and execute marketing campaigns to generate leads for Savvy advisors

✅ Set up and optimize B2C email nurture series to engage prospects and convert leads into clients

✅ Manage the Savvy blog and publishing calendars, blog execution, and implement SEO recommendations from external partners

✅ Own and operate the advisor lead program; managing lead routing, cadence setup, tracking, and follow-up processes

✅ Support the advisor sales motions by developing decks, one-pagers, and product marketing materials

✅ Help bring new investment products to market through copywriting, content creation, and advisor enablement

ASSUMPTION: This role involves a mix of strategic planning, cross-functional collaboration, and hands-on execution to drive marketing success.

🎯 Required Qualifications

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

Experience: 6-9 years of experience in marketing operations, client acquisition, or campaign execution roles

Required Skills:

• Proven ability to manage and execute multi-channel marketing campaigns
• Strong organizational skills and attention to detail
• Experience working cross-functionally with internal teams and external vendors
• Comfort using key tools such as HubSpot (or similar CRM/marketing automation platform)
• Familiarity with content publishing workflows (e.g., blogs, landing pages)
• Experience in email and lifecycle marketing, including workflow creation and performance tracking
• Ability to create and maintain reporting dashboards and campaign metrics
• Exceptional written and verbal communication skills
• Self-starter mentality with a bias toward execution and accountability

Preferred Skills:

• Prior experience in financial services, fintech, or advisor marketing
• Familiarity with Webflow, Notion or Wrike
• Exposure to sales enablement content (e.g., pitch decks, investment product collateral)
• Understanding of marketing analytics and attribution modeling
• Background working in a startup or high-growth environment
• Comfort managing agency partners or outsourced marketing teams
• Understanding of BDR/advisor sales motions and lead management best practices

ASSUMPTION: Candidates with a strong background in marketing operations and client acquisition, along with experience using relevant tools and platforms, will be well-suited for this role.

💰 Compensation & Benefits

Salary Range: $150,000 - $190,000 per year (based on industry standards for similar roles 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
• NYC office in the heart of Manhattan
• 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)

ASSUMPTION: The salary range is based on industry standards for similar roles in New York, considering the required experience level and the company's growth stage.

📌 Applicant Insights

🔍 Company Context

Industry: Fintech, specifically wealth management technology

Company Size: Savvy Wealth is a rapidly growing startup with a team of repeat founders and operators from successful companies like Airbnb, Square, Brex, and Carta.

Founded: Savvy Wealth was founded in 2021 and has grown rapidly, surpassing $2.2 billion in AUM in less than three years.

Company Description:

• Savvy Wealth is a digital-first platform that modernizes human financial advice by providing AI-powered software, automated sales and marketing, and seamless back-office workflows to financial advisors.
• The company aims to help advisors scale faster and spend more time with clients by streamlining manual, non-client facing work.
• Savvy Wealth has raised over $105M to date from top-tier investors, including Thrive Capital, Canvas Ventures, and Mark Casady (former LPL Financial CEO).

Company Specialties:

• Wealth management technology
• Financial advisor software
• AI-powered financial advice
• Client acquisition and marketing

Company Website: https://savvywealth.com

ASSUMPTION: Savvy Wealth's focus on technology and client-centric approach sets it apart in the wealth management industry, offering unique opportunities for growth and innovation.

📊 Role Analysis

Career Level: Mid-level to senior marketing role, with potential for growth as the company expands

Reporting Structure: This role reports directly to the Chief Marketing Officer (CMO) and may oversee junior marketing team members or external agencies

Work Arrangement: On-site, with the possibility of hybrid or remote work in the future, depending on the company's growth and evolving needs

Growth Opportunities:

• As Savvy Wealth continues to grow, there will be opportunities for the right candidate to take on more responsibilities and advance their career within the marketing team.
• With the company's expansion into new product offerings, there may be opportunities to specialize in specific areas or take on leadership roles.

ASSUMPTION: The growth opportunities for this role are closely tied to Savvy Wealth's continued success and expansion in the wealth management technology market.

🌍 Location & Work Environment

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

Office Location(s): New York, New York

Geographic Context:

• The New York office is centrally located, providing easy access to public transportation and various amenities.
• New York City offers a vibrant and diverse cultural scene, with numerous entertainment, dining, and recreational options.
• The city's competitive job market and thriving tech industry provide ample opportunities for professional growth and networking.

Work Schedule: Full-time, with the possibility of flexible hours or remote work arrangements, depending on the company's policies and the employee's needs

ASSUMPTION: The New York office provides a dynamic and collaborative work environment that fosters creativity and innovation, while also offering easy access to the city's many attractions and resources.

💼 Interview & Application Insights

Typical Process:

• Initial phone or video screen with the HR team to discuss the role and assess cultural fit
• In-depth interview with the hiring manager (CMO) to discuss marketing strategies, campaign execution, and leadership style
• Case study or project presentation to demonstrate problem-solving skills and marketing expertise
• Final interview with key stakeholders to assess team dynamics and cultural fit

Key Assessment Areas:

• Marketing strategy and campaign execution
• Leadership and team management skills
• Problem-solving and analytical skills
• Cultural fit and alignment with Savvy Wealth's mission and values

Application Tips:

• Tailor your resume and cover letter to highlight your marketing operations and client acquisition experience, as well as your familiarity with relevant tools and platforms.
• Prepare for behavioral interview questions that focus on your marketing strategies, campaign execution, and leadership style.
• Be ready to discuss your understanding of the wealth management industry and how your skills and experience align with Savvy Wealth's mission and values.

ATS Keywords: Marketing operations, client acquisition, campaign execution, multi-channel marketing, HubSpot, email marketing, lifecycle marketing, reporting dashboards, communication skills, self-starter mentality, financial services, fintech, advisor marketing

ASSUMPTION: The application process for this role will focus on assessing the candidate's marketing expertise, leadership skills, and cultural fit with Savvy Wealth's mission and values.

🛠️ Tools & Technologies

• HubSpot (CRM and marketing automation platform)
• Webflow (website builder)
• Notion or Wrike (project management and collaboration tools)
• SEO tools (e.g., SEMrush, Ahrefs, or Moz)
• Email marketing platforms (e.g., Mailchimp, Constant Contact, or HubSpot Email)

ASSUMPTION: Familiarity with these tools and platforms will be beneficial for candidates applying to this role, as they are commonly used in marketing operations and client acquisition strategies.

👔 Cultural Fit Considerations

Company Values:

• Client-centric: Focus on delivering exceptional client experiences
• Innovation: Embrace continuous learning and improvement
• Collaboration: Work together to achieve common goals
• Integrity: Act with honesty and transparency in all aspects of the business
• Growth mindset: Foster a culture of learning and development

Work Style:

• Strategic: Develop and execute marketing strategies that drive client acquisition and support business growth
• Collaborative: Work closely with internal teams and external partners to achieve common goals
• Data-driven: Use data and analytics to inform marketing decisions and measure performance
• Adaptable: Embrace change and pivot strategies as needed to optimize results

Self-Assessment Questions:

• How do you approach developing and executing multi-channel marketing campaigns to drive client acquisition?
• Can you provide an example of a time when you optimized email nurture series to improve engagement and conversion rates?
• How do you ensure the quality and consistency of content published on the Savvy Wealth blog, and how do you measure its impact on SEO and client engagement?
• Describe your experience managing and growing a team, and how you foster a collaborative and inclusive work environment.
• How do you stay up-to-date with industry trends and best practices in wealth management technology and marketing?

ASSUMPTION: Candidates who align with Savvy Wealth's values and work style, and can demonstrate their ability to thrive in a fast-paced, collaborative environment, will be well-suited for this role.

⚠️ Potential Challenges

• Managing multiple marketing campaigns and priorities simultaneously may require strong organizational skills and time management
• Working in a fast-paced, high-growth startup environment may present challenges in terms of role definition and scope
• Navigating the wealth management industry and understanding the unique needs of financial advisors may require a learning curve for candidates without prior experience in the field
• Balancing the need for data-driven decision-making with the need for quick execution and adaptability may present challenges in certain situations

ASSUMPTION: These challenges can be overcome with strong organizational skills, a growth mindset, and a willingness to adapt and learn in a fast-paced environment.

📈 Similar Roles Comparison

• This role is unique in its focus on driving client acquisition for a wealth management technology platform, rather than a traditional financial services firm or a more general fintech company.
• Compared to similar marketing roles in the wealth management industry, this position offers a more client-centric and technology-driven approach to marketing and client acquisition.
• Career progression in this role may involve taking on more responsibilities as Savvy Wealth expands its product offerings and enters new markets, providing opportunities for growth and specialization.

ASSUMPTION: The unique focus of this role on wealth management technology and client acquisition sets it apart from similar marketing positions in the industry, offering a unique opportunity for growth and innovation.

📝 Sample Projects

• Developing and executing a multi-channel marketing campaign to launch a new investment product, including email nurture series, blog content, and sales enablement materials
• Optimizing the Savvy Wealth blog and publishing calendar to improve SEO performance and drive organic traffic, resulting in a 20% increase in unique visitors within six months
• Managing the advisor lead program and implementing a new lead routing and cadence setup process, resulting in a 30% increase in lead conversion rates

ASSUMPTION: These sample projects demonstrate the strategic and hands-on nature of the role, as well as the potential impact on business growth and client acquisition.

❓ Key Questions to Ask During Interview

• How does Savvy Wealth differentiate itself from other wealth management technology platforms, and how does this role contribute to that differentiation?
• Can you describe the team structure and dynamics within the marketing department, and how this role fits into the overall organization?
• How does Savvy Wealth approach data-driven decision-making and continuous improvement in marketing strategies and tactics?
• What opportunities exist for growth and professional development within the marketing team, and how does Savvy Wealth support its employees' career advancement?
• How does Savvy Wealth balance the need for quick execution and adaptability with the need for data-driven decision-making and long-term strategic planning?

ASSUMPTION: These questions will help candidates better understand the role, the team, and the company's approach to marketing and growth, enabling them to make a more informed decision about their fit for the position.

📌 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 operations and client acquisition experience, as well as your familiarity with relevant tools and platforms.
• Prepare for behavioral interview questions that focus on your marketing strategies, campaign execution, and leadership style.
• Be ready to discuss your understanding of the wealth management industry and how your skills and experience align with Savvy Wealth's mission and values.
• Follow up with the HR team one week after submitting your application to inquire about the status of your application and express your continued interest in the role.

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