Advisor Marketing Lead – AI-Powered Growth

Savvy Wealth, Inc.; New York (NY); Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Competitive salary and equity package

Relocation package to NYC office

Unlimited PTO plus holidays

Medical, dental and vision plans

401(k) with Mega backdoor Roth options

NYC office in Union Square

Résumé du poste

Savvy Wealth, Inc. is seeking a Client Marketing Associate in NYC to lead the marketing strategy for a portfolio of advisor clients.

You will own campaigns across email, social, digital, and events, partnering with marketing, operations, and design to drive measurable results. You will manage multiple advisor relationships, ensure timely delivery, and continually optimize based on performance, using AI tools to accelerate content and campaigns.

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or a 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).
• 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 (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution.

Responsabilités

• 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

Connaissances

Marketing strategy

Content creation

Campaign management

Client relationship management

AI in marketing

Data-driven decision making

Cross-functional collaboration

Communication skills

Formation

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

Outils

HubSpot

ChatGPT

Claude

Description du poste

Savvy Wealth, Inc. is seeking a Client Marketing Associate in NYC to lead the marketing strategy for a portfolio of advisor clients.

You will own campaigns across email, social, digital, and events, partnering with marketing, operations, and design to drive measurable results. You will manage multiple advisor relationships, ensure timely delivery, and continually optimize based on performance, using AI tools to accelerate content and campaigns.