{"id":3117406,"url":"https://alion.io/job/savvy-wealth-client-marketing-associate","title":"Client Marketing Associate","company":{"id":4686,"name":"Savvy Wealth","domain":"savvywealth.com","url":"https://alion.io/company/savvy-wealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":99,"open_postings":4,"ghost_share":0,"stale_share":0.25,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Marketing","role_family":"Marketing","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":83000,"max":102000,"currency":"USD","period":"year","gross":null,"usd_annual":102000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"ChatGPT","optional":false},{"name":"Claude","optional":false},{"name":"HubSpot","optional":false}],"status":"live","first_seen_at":"2026-10-22T18:57:13Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-01T12:18:18Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"About Savvy Wealth:\nWealth 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.\nSavvy 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.\nAI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.\nThe trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!\nRecognition:\nWe're a Certified Great Place to Work and have been honored for our culture and our growth:\nNewsweek's America's Greatest Startup Workplaces (2026)\n\nFortune Best Workplaces in New York™ (2026)\n\nGreat Place to Work Certified™ \n\nThe Role:\nThe Client Marketing Associate acts as the dedicated marketing lead for a portfolio of advisors, owning their marketing strategy and execution end to end, to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.\nYou will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.\nResponsibilities:\nOwn marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each.\n\nLead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns\n\nExecute marketing initiatives across channels including email, social, digital, and events\n\nLeverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency\n\nManage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts\n\nTrack campaign performance and budget, reporting results and identifying opportunities to improve efficiency\n\nMonitor timelines and ensure campaigns are launched accurately and on schedule\n\nOwn the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results.\n\nPrioritize work across multiple advisors and campaigns based on impact, timelines, and business needs\n\nMaintain organized records of campaigns, performance metrics, and ongoing initiatives\n\nMust Have:\nBachelor’s degree in Marketing, Business, Communications, or a related field.\n\n2-5 years leading marketing strategy and content for clients or accounts\n\nExperience presenting to and managing relationships with clients or senior stakeholders\n\nComfort operating in a client-facing, multi-account environment (agency-style or similar)\n\nExperience executing campaigns across one or more channels (email, social, paid, events, etc.)\n\nStrong organizational skills and ability to manage multiple projects simultaneously\n\nAbility to use data to track performance, identify issues, and recommend improvements\n\nExperience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution\n\nStrong communication skills, especially in client-facing or cross-functional environments\n\nNice to Have:\nExperience in an agency or multi-client environment\n\nFamiliarity with CRM and marketing automation tools\n\nExposure to financial services or wealth management\n\nWhat We Value:\nExecution Focus: Able to take ideas and turn them into high-quality, on-time campaigns\n\nStructured Thinking: Can break down ambiguous requests into clear next steps\n\nOwnership: Takes responsibility for outcomes and follows through without constant direction\n\nAI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow\n\nAdaptability: Comfortable managing multiple priorities and shifting timelines\n\nAttention to Detail: Ensures accuracy across campaigns, timelines, and reporting\n\nCommunication: Able to clearly manage expectations with advisors and internal teams\n\nContinuous Improvement: Looks for ways to improve performance through testing and iteration\n\nBenefits:\nCompetitive salary and equity package\n\nWe offer a generous relocation package to help top talent make the move to our NYC office\n\nUnlimited PTO + paid company holidays\n\nAccess to holistic medical, dental, and vision plans\n\nCompany 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans\n\nNYC office in Union Square\n\nLunch and snacks provided in the office, & dinner if you stay late\n\nAccess to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care\n\nAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)","description_format":"text","description_chars":5987,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":true,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded 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