Client Marketing Leader — AI-Driven Growth & Scale

savvy; New York (NY); On-site; USD 170,000 - 210,000; Full time

Benefits offered by this job

Equity

Unlimited PTO

Healthcare

401(k)

NYC office

Lunch provided

Mental health support

EAP

Job summary

Savvy Wealth is seeking a Head of Client Marketing to own the quality, scalability, and strategic direction of our embedded marketing services for financial advisors. You will lead a growing team, set playbooks, and drive campaigns across branding, lead gen, webinars, events, content, and onboarding.

The role focuses on building AI-enabled workflows, scaling paid marketing, managing budgets, and collaborating with Sales and Compliance to expand the advisor base while preserving a bespoke client

Qualifications

• 7+ years in marketing with client-facing or services leadership.
• Strong track record delivering marketing at scale.
• Proficiency with AI-native marketing workflows.

Responsibilities

• Lead and develop the Client Marketing team (managers, associates, growth marketers).
• Oversee strategic planning, capacity planning, and team performance systems.
• Own campaign quality and playbooks across branding, lead gen, webinars, events, content, onboarding.
• Build growth marketing infrastructure for scalable advisor growth.
• Maintain senior cross-functional relationships with Advisor Success, Growth, Product, and Compliance.
• Evolve the service model using AI/automation without compromising bespoke advisor experience.

Skills

Marketing leadership

Client-facing marketing

AI-driven marketing

Paid media

Operations discipline

Tools

AI tools

Job description

Savvy Wealth is seeking a Head of Client Marketing to own the quality, scalability, and strategic direction of our embedded marketing services for financial advisors. You will lead a growing team, set playbooks, and drive campaigns across branding, lead gen, webinars, events, content, and onboarding.

The role focuses on building AI-enabled workflows, scaling paid marketing, managing budgets, and collaborating with Sales and Compliance to expand the advisor base while preserving a bespoke client