Backed by Techstars.
About the role
We're looking for a Senior Product Marketing Manager to drive the full-funnel marketing strategy for the advisor journey. This is a true B2B2C role where you will build the narrative and drive adoption across the entire lifecycle from attracting new advisors to the Savvy platform to empowering them to deliver exceptional client experiences powered by Savvy Intelligence, our flagship AI product.
What they're looking for
- 5+ years of product marketing experience, with a strong background in B2B SaaS or technology platforms
- Proven track record of building positioning, messaging, and GTM strategies for technical products ideally AI, automation, or data-driven tools
- Ability to distill complex technology capabilities into clear, compelling narratives that resonate with non-technical buyers
- Experience building customer marketing and lifecycle programs that drive feature adoption and retention, not just acquisition
- Demonstrated expertise building sales enablement tools (pitch decks, battle cards, demo scripts) that sales and CS teams actually use
- Excellent cross-functional leadership with experience working across Product, Sales, and Client Success
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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