Client Marketing Associate

Savvy
New York
Workplace: HybridFull timeUSD 83,000 - 102,000 annuallyFunction: Marketing & GrowthEducation: bachelorsSkills: ["Communication","Organization","Attention to detail","Problem-solving","Collaboration"]

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.

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FursaFursa
Savvy
Savvy
5 months ago

Client Marketing Associate

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Last checked: 15 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