Senior Manager, Client Marketing

Experience scaling a marketing services or client success function inside a high-growth platform

Experience in a compliance-regulated environment: you know how to move fast inside a compliance framework and build around it rather than treating it as a blocker

Familiarity with paid social platforms (Meta, Google, LinkedIn)

Competitive salary and equity package

Unlimited PTO + paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k), Commuter, and HSA/FSA plans

NYC office in the heart of Manhattan

Lunch and snacks provided in the office

Client Marketing at Savvy is one of the core reasons advisors choose us and stay.

We run an embedded marketing services team that works directly with each advisor: dedicated support, campaigns built around their niche and audience, and a paid media program that extends their reach.

It's a differentiator in the market and a direct driver of AUM growth.

We're hiring a Senior Manager, Client Marketing to own the quality, scalability, and strategic direction of this function.

And increasingly, it's about using AI and automation to expand what the team can deliver, so we can support more advisors and help drive more growth for them as we scale.

Lead and develop the Client Marketing team: managers, associates, and a growth marketing function focused on paid media programs across the advisor base.

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.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!