Savvy

3 months ago

Client Marketing Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Execute and optimize marketing campaigns for Savvy’s financial advisors across channels (email, social, digital, events), manage multiple advisor relationships, and leverage AI tools to speed delivery, improve content, and drive campaign performance.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Marketing & Growth

Seniority: Entry level

Key Responsibilities

•Translate advisor goals and often loosely defined requests into clear, actionable marketing plans and campaigns
•Execute marketing initiatives across channels including email, social, digital, and events
•Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency
•Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts
•Track and report on campaign performance, identifying opportunities to improve results

Pay and Benefits

Salary: USD 83,000 - 102,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceVision401kPaid LeaveEquity

Key Requirements

•Bachelor’s degree in Marketing, Business, Communications, or a related field.
•2-5 years of experience in a marketing or campaign execution role
•Experience executing campaigns across one or more channels (email, social, paid, events, etc.)
•Strong organizational skills and ability to manage multiple projects simultaneously
•Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution

Experience:Wealth managementMarketingAdvertising

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solvingCollaboration

Tech Stack:HubSpotChatGPTClaudeAI

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

Client Marketing Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Marketing & Growth

Seniority: Entry level

Key Responsibilities

•Translate advisor goals and often loosely defined requests into clear, actionable marketing plans and campaigns
•Execute marketing initiatives across channels including email, social, digital, and events
•Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency
•Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts
•Track and report on campaign performance, identifying opportunities to improve results

Pay and Benefits

Salary: USD 83,000 - 102,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceVision401kPaid LeaveEquity

Key Requirements

•Bachelor’s degree in Marketing, Business, Communications, or a related field.
•2-5 years of experience in a marketing or campaign execution role
•Experience executing campaigns across one or more channels (email, social, paid, events, etc.)
•Strong organizational skills and ability to manage multiple projects simultaneously
•Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution

Experience:Wealth managementMarketingAdvertising

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solvingCollaboration

Tech Stack:HubSpotChatGPTClaudeAI

Company Brief

Savvy

Industry: Wealth Management

Website