Savvy

3 months ago

Senior Product Marketing Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Senior Product Marketing Manager to lead marketing for Savvy Wealth Investment Management (SWIM) and an expanding suite of financial products. Drive a B2B2C marketing motion, partner with the CIO to translate investment strategies into compelling advisor and client narratives, and lead GTM for financial services offerings with a premium, cohesive brand voice.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Marketing & Growth

Seniority: Sr. Manager level

Key Responsibilities

•Productize SWIM Strategies: Collaborate with the CIO and investment team to translate complex strategies like ETFs, SMAs, and model portfolios into clear, client ready narratives.
•B2B2C Strategy: Build a dual layered marketing motion that first drives advisor adoption and then provides the collateral necessary for them to market these services to their clients.
•Unified Financial Services: Lead the go to market strategy for ancillary services including Financial Planning, Tax, Estate Planning, and other net new products.
•Sales Enablement: Partner with sales and advisor success to develop high impact resources such as pitch decks, one pagers, battle cards, and messaging docs.
•Scalable Frameworks: Create content frameworks that allow Savvy to launch new financial products rapidly while maintaining a premium, cohesive brand voice.

Pay and Benefits

Salary: USD 150,000 - 180,000 annually

Equity and Bonus:Equity

Perks:Paid Leave401kEquity

Key Requirements

•5+ years of product marketing experience in asset management, wealth management, or financial services.
•Deep understanding of ETFs, SMAs, mutual funds, and alternatives.
•Ability to distill complex financial concepts into compelling stories for both professional advisors and individual investors.
•Experience building GTM strategies that drive product adoption through advisor partners and their end clients.
•Proven track record working with investment, sales, and client success teams.

Experience:Wealth managementAsset managementFinancial services

Skills:CommunicationPresentationStorytellingCollaborationLeadership

Languages:English

Company Brief

Savvy

Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.

Industry: Wealth Management

Website

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Savvy

3 months ago

Senior Product Marketing Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Marketing & Growth

Seniority: Sr. Manager level

Key Responsibilities

•Productize SWIM Strategies: Collaborate with the CIO and investment team to translate complex strategies like ETFs, SMAs, and model portfolios into clear, client ready narratives.
•B2B2C Strategy: Build a dual layered marketing motion that first drives advisor adoption and then provides the collateral necessary for them to market these services to their clients.
•Unified Financial Services: Lead the go to market strategy for ancillary services including Financial Planning, Tax, Estate Planning, and other net new products.
•Sales Enablement: Partner with sales and advisor success to develop high impact resources such as pitch decks, one pagers, battle cards, and messaging docs.
•Scalable Frameworks: Create content frameworks that allow Savvy to launch new financial products rapidly while maintaining a premium, cohesive brand voice.

Pay and Benefits

Salary: USD 150,000 - 180,000 annually

Equity and Bonus:Equity

Perks:Paid Leave401kEquity

Key Requirements

•5+ years of product marketing experience in asset management, wealth management, or financial services.
•Deep understanding of ETFs, SMAs, mutual funds, and alternatives.
•Ability to distill complex financial concepts into compelling stories for both professional advisors and individual investors.
•Experience building GTM strategies that drive product adoption through advisor partners and their end clients.
•Proven track record working with investment, sales, and client success teams.

Experience:Wealth managementAsset managementFinancial services

Skills:CommunicationPresentationStorytellingCollaborationLeadership

Languages:English

Company Brief

Savvy

Industry: Wealth Management

Website