Advisor Marketing Lead — AI-Driven Wealth Growth

Savvy; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and equity package

Relocation package to NYC office

Unlimited PTO and company holidays

Comprehensive health plans

Job summary

Savvy is hiring a Client Marketing Associate in NYC to own marketing strategy and execution for a portfolio of advisor clients. You will lead strategy sessions, drive campaigns across email, social, digital, and events, and leverage AI tools to accelerate delivery and improve outcomes.

Ideal candidates bring 2–5 years of client-facing marketing experience, strong data skills, and proficiency with HubSpot, ChatGPT, or Claude.

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or 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 channels (email, social, paid, events, etc.).
• Strong organizational skills and ability to manage multiple projects simultaneously.
• Ability to use data to track performance, identify issues, and recommend improvements.
• Experience using marketing and AI tools to support workflows such as content creation, research, or campaign execution.
• Strong communication skills, especially in client-facing or cross-functional environments.

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

Skills

Marketing leadership

Client relationship management

Campaign execution

AI fluency

Data-driven decision making

Project management

Cross-functional collaboration

Communication

Education

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

Tools

HubSpot

ChatGPT

Claude

Job description

Savvy is hiring a Client Marketing Associate in NYC to own marketing strategy and execution for a portfolio of advisor clients. You will lead strategy sessions, drive campaigns across email, social, digital, and events, and leverage AI tools to accelerate delivery and improve outcomes.

Ideal candidates bring 2–5 years of client-facing marketing experience, strong data skills, and proficiency with HubSpot, ChatGPT, or Claude.