About this role
ABOUT SAVVY WEALTH:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
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.
You will play a core role in scaling our advisor recruitment marketing engine, driving the go-to-market for Savvy Intelligence, and owning future product launches. The ideal candidate is a technically fluent, full-stack marketer who thrives on turning a powerful AI platform into a simple, compelling story and who understands how to market technology products that change the way professionals work.
Responsibilities
Platform & AI Product Marketing (B2B):
- Develop and evolve the core messaging and positioning for the Savvy platform, targeting prospective and existing financial advisors.
- Build and execute go-to-market strategies for Savvy Intelligence translating AI capabilities (workflow automation, client insights, intelligent recommendations) into clear advisor value propositions & competitive differentiation.
- Drive the product marketing narrative for how Savvy Intelligence AI helps advisors run a better, more efficient practice and deliver a differentiated client experience.
Customer & Lifecycle Marketing (B2B2C):
- Build advisor onboarding and adoption marketing programs that drive deep engagement with Savvy Intelligence and platform features.
- Develop customer marketing strategies that increase retention, expand usage, and turn power users into advocates.
- Partner with Client Success to identify expansion opportunities and build marketing programs that support them.
New Product Launches (B2B):
- Lead GTM strategy and launch execution for new product capabilities and service lines, including future AI features, tax, estate planning, and our broker-dealer offering.
- Create scalable content and GTM frameworks that can be reused across future product launches.
Cross-functional:
- Partner with Product, Sales, and Client Success to develop sales enablement resources (pitch decks, one-pagers, battle cards, demo narratives) that clearly communicate the Savvy Intelligence value proposition.
- Lead key launch moments that build Savvy's credibility as a technology-first wealth management platform.
Must have:
- 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.
- Exceptional written and verbal communication skills.
Nice to have:
- Experience marketing AI products or developer/data tools to non-technical business audiences.
- Background in fintech, wealthtech, or tech-enabled financial services.
- Experience marketing to financial advisors or other licensed professionals.
- Familiarity with wealth management workflows and how advisors run their practice.
- Experience in a high-growth startup environment with both acquisition and expansion GTM motions.
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)
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
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.
You will play a core role in scaling our advisor recruitment marketing engine, driving the go-to-market for Savvy Intelligence, and owning future product launches. The ideal candidate is a technically fluent, full-stack marketer who thrives on turning a powerful AI platform into a simple, compelling story and who understands how to market technology products that change the way professionals work.
Responsibilities
Platform & AI Product Marketing (B2B):
- Develop and evolve the core messaging and positioning for the Savvy platform, targeting prospective and existing financial advisors.
- Build and execute go-to-market strategies for Savvy Intelligence translating AI capabilities (workflow automation, client insights, intelligent recommendations) into clear advisor value propositions & competitive differentiation.
- Drive the product marketing narrative for how Savvy Intelligence AI helps advisors run a better, more efficient practice and deliver a differentiated client experience.
Customer & Lifecycle Marketing (B2B2C):
- Build advisor onboarding and adoption marketing programs that drive deep engagement with Savvy Intelligence and platform features.
- Develop customer marketing strategies that increase retention, expand usage, and turn power users into advocates.
- Partner with Client Success to identify expansion opportunities and build marketing programs that support them.
New Product Launches (B2B):
- Lead GTM strategy and launch execution for new product capabilities and service lines, including future AI features, tax, estate planning, and our broker-dealer offering.
- Create scalable content and GTM frameworks that can be reused across future product launches.
Cross-functional:
- Partner with Product, Sales, and Client Success to develop sales enablement resources (pitch decks, one-pagers, battle cards, demo narratives) that clearly communicate the Savvy Intelligence value proposition.
- Lead key launch moments that build Savvy's credibility as a technology-first wealth management platform.
Must have:
- 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.
- Exceptional written and verbal communication skills.
Nice to have:
- Experience marketing AI products or developer/data tools to non-technical business audiences.
- Background in fintech, wealthtech, or tech-enabled financial services.
- Experience marketing to financial advisors or other licensed professionals.
- Familiarity with wealth management workflows and how advisors run their practice.
- Experience in a high-growth startup environment with both acquisition and expansion GTM motions.
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)
About Savvy Wealth
Savvy Wealth is hiring for the senior product marketing manager role. NewJob aggregates active openings directly from Savvy Wealth's applicant tracking system, so this listing is current.
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