Marketing Manager Job at Savvy Wealth in New York

Overview Join to apply for the Marketing Manager role at Savvy Wealth . Wealth management is a massive industry in the US, with opportunities to modernize how financial advisors engage and grow. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth. Savvy is at a pivotal point in its growth trajectory and is expanding its product offering and revenue growth. Apply below to help us scale! The Role The Marketing Campaign Manager role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal marketing agency. This role involves planning and managing yearly marketing strategies, developing and implementing customized marketing campaigns for up to twenty advisors, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and possesses a strong understanding of various marketing channels. Responsibilities Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources Develop and implement customized marketing strategies for individual advisors, including digital marketing, social media, email campaigns, and events Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals Maintain detailed records of campaign performance and budget utilization Work closely with internal marketing colleagues and the operations team to align on overall strategy and objectives Must Haves Bachelor’s degree in Marketing, Business, Communications, or a related field 5+ years of experience in a marketing role, preferably within a financial services or agency environment Strong understanding of various marketing channels, including digital, social media, email, and events Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools Excellent organizational skills and attention to detail Strong analytical skills with the ability to measure and report on campaign performance Exceptional communication and interpersonal skills Ability to manage multiple projects simultaneously and meet deadlines Nice to Have Experience working directly with clients or in a client-facing role Knowledge of the wealth management industry and financial advisory services Familiarity with CRM systems and project management tools Qualities Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth Additional Information Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions Competitive salary and equity package Unlimited PTO + paid company holidays Access to best-in-class medical, dental, and vision plans Company 401(k), Commuter, and HSA/FSA plans We are in office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan Lunch, dinner, and snacks provided in the office Parental leave coverage (8 weeks) and support (Cocoon) 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) Seniority level Mid-Senior level Employment type Full-time Job function Marketing #J-18808-Ljbffr