Senior Client Marketing Manager: Scale Advisor with AI

Savvy Wealth; New York (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive salary

Unlimited PTO

Medical plans

401(k)

NYC office

Lunch provided

Mental health care

Counseling services

Job summary

Savvy Wealth in New York is seeking a Senior Manager, Client Marketing to lead an embedded marketing services team that supports independent advisors with campaigns, paid media, and scalable growth.

You’ll own strategic planning, playbooks, AI-enabled workflows, and cross-functional partnerships with Sales, Product, and Compliance to deliver high-quality marketing on day one and beyond.

Qualifications

• 7+ years in marketing with meaningful time leading client-facing or services-oriented marketing teams; you've built delivery ratios, managed workload across a team, and know how to maintain quality at scale
• Strong creative instincts grounded in what performs: when a campaign is technically correct but creatively mediocre, you catch it; when an advisor is asking for something that won't work for their audience, you redirect them
• Proficiency in building AI-native marketing workflows and a track record of experimenting with new tooling
• Experience managing paid marketing programs, budgets, and spend allocation: you've owned paid media investment decisions, understand how to evaluate performance across channels, and know how to build a program that scales
• Strong operator: you build systems and hold teams to them, you run tight reviews, and you don't let loops stay open
• Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them on day one

Responsibilities

• Lead and develop the Client Marketing team: managers, associates, and a growth marketing function focused on paid media programs across the advisor base
• Oversee function-wide strategic planning, capacity planning, own the team performance system, and training and development for your managers and ICs
• Own campaign quality and playbook development across every campaign type the team runs: branding and DBA launches, lead generation, webinars, in-person events, content, and advisor onboarding; you set the standard for great and build scalable playbooks
• Build and scale the growth marketing infrastructure that helps advisors grow their business through paid efforts: program strategy, budgets and spend allocation, and scalable systems for repeatable growth
• Own senior cross-functional relationships across Advisor Success, Growth, Product, and Compliance; represent marketing in sales conversations with top prospects
• Evolve the service model using AI and automation to extend capacity while maintaining advisor experience; experiment with new models for an embedded marketing services team

Skills

Marketing leadership

Paid media management

AI-native workflows

Cross-functional collaboration

Budget management

Process optimization

Job description

Savvy Wealth in New York is seeking a Senior Manager, Client Marketing to lead an embedded marketing services team that supports independent advisors with campaigns, paid media, and scalable growth.

You’ll own strategic planning, playbooks, AI-enabled workflows, and cross-functional partnerships with Sales, Product, and Compliance to deliver high-quality marketing on day one and beyond.