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 are looking for a Senior Product Marketing Manager to lead marketing for Savvy Wealth Investment Management (SWIM) and our expanding suite of financial products. You will work directly with our CIO to package and productize our proprietary investment strategies, making them accessible and compelling for advisors. This role requires a sophisticated B2B2C marketing motion. You are not just marketing to our advisors; you are empowering them with the narratives and tools they need to successfully win over their end clients.

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.
Market Positioning: Lead key launch moments that establish Savvy Wealth as a leader in modern, advisor focused investment solutions.

Must have:

5+ years of product marketing experience in asset management, wealth management, or financial services.
Deep understanding of ETFs, SMAs, mutual funds, and alternatives.
The 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.
Strong written and verbal skills with a focus on institutional quality output.

Nice to have:

Background at a leading asset manager (BlackRock, Fidelity, Vanguard) or fintech.
Experience marketing directly to financial advisors.
Track record launching investment products.
Comfort building sales tools such as fact sheets, pitch decks, and competitive positioning materials.
Startup or high-growth environment experience.

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)

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