Backed by Techstars.
About the role
Client Marketing at Savvy is one of the core reasons advisors choose us and stay. We run an embedded marketing services team that works directly with each advisor: dedicated support, campaigns built around their niche and audience, and a paid media program that extends their reach. It's a differentiator in the market and a direct driver of AUM growth.
What they're looking for
- 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
More about this role
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth...
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