Client Marketing Associate

Savvy Wealth, Inc.; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

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 Manhattan

Lunch and snacks provided

Access to virtual mental health care

Counseling for stress management and nutrition

Job summary

A financial services company based in New York seeks a Client Marketing Associate to execute and optimize campaigns for advisors in their internal marketing team. This role requires managing multiple advisor relationships, translating goals into effective marketing initiatives across channels like email and digital. Ideal candidates will have a degree in Marketing or a related field, 2-5 years of relevant experience, and strong organizational skills. Competitive salary and great benefits offered, including unlimited PTO and a NYC office in Manhattan.

Qualifications

• 2-5 years of experience in marketing or campaign execution.
• Ability to manage multiple projects simultaneously.
• Experience executing campaigns across various channels.

Responsibilities

• Translate advisor goals into actionable marketing plans.
• Execute marketing initiatives across multiple channels.
• Track and report on campaign performance.

Skills

Organizational skills

Strong communication skills

Data analysis

Experience with marketing tools

Education

Bachelor’s degree in Marketing, Business, or Communications

Tools

HubSpot

AI tools (e.g., ChatGPT, Claude)

Job description

The Role

The Client Marketing Associate is responsible for executing and optimizing marketing campaigns for Savvy’s financial advisors as part of Savvy’s internal marketing team. This role involves working directly with advisors to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.

You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.

Responsibilities

• Translate advisor goals and often loosely defined requests 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 and report on campaign performance, identifying opportunities to improve results
• Monitor timelines and ensure campaigns are launched accurately and on schedule
• Track campaign performance against budget and identify opportunities to improve efficiency
• Collaborate with internal teams (marketing, operations, design) to execute campaigns effectively
• Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
• Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Must Have

• Bachelor’s degree in Marketing, Business, Communications, or a related field.
• 2-5 years of experience in a marketing or campaign execution role
• Experience executing campaigns across one or more 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 (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution
• Strong communication skills, especially in client-facing or cross-functional environments

Nice to Have

• Experience in an agency or multi-client environment
• Familiarity with CRM and marketing automation tools
• Exposure to financial services or wealth management

What We Value

• Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
• Structured Thinking: Can break down ambiguous requests into clear next steps
• Ownership: Takes responsibility for outcomes and follows through without constant direction
• AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow.
• Adaptability: Comfortable managing multiple priorities and shifting timelines
• Attention to Detail: Ensures accuracy across campaigns, timelines, and reporting
• Communication: Able to clearly manage expectations with advisors and internal teams
• Continuous Improvement: Looks for ways to improve performance through testing and iteration

Benefits

• 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
• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)