Client Marketing Associate
Savvy Wealth, Inc., New York, NY, United States
The Role
The Client Marketing Associate is responsible for executing and optimizing marketing campaigns for Savvy’s financial advisors as part of Savvy’s internal marketing team. This role involves working directly with advisors to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.
You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.
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
Monitor timelines and ensure campaigns are launched accurately and on schedule
Track campaign performance against budget and identify opportunities to improve efficiency
Collaborate with internal teams (marketing, operations, design) to execute campaigns effectively
Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
Maintain organized records of campaigns, performance metrics, and ongoing initiatives
Must Have
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
Ability to use data to track performance, identify issues, and recommend improvements
Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution
Strong communication skills, especially in client-facing or cross-functional environments
Nice to Have
Experience in an agency or multi-client environment
Familiarity with CRM and marketing automation tools
Exposure to financial services or wealth management
What We Value
Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
Structured Thinking: Can break down ambiguous requests into clear next steps
Ownership: Takes responsibility for outcomes and follows through without constant direction
AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow.
Adaptability: Comfortable managing multiple priorities and shifting timelines
Attention to Detail: Ensures accuracy across campaigns, timelines, and reporting
Communication: Able to clearly manage expectations with advisors and internal teams
Continuous Improvement: Looks for ways to improve performance through testing and iteration
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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You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.
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
Monitor timelines and ensure campaigns are launched accurately and on schedule
Track campaign performance against budget and identify opportunities to improve efficiency
Collaborate with internal teams (marketing, operations, design) to execute campaigns effectively
Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
Maintain organized records of campaigns, performance metrics, and ongoing initiatives
Must Have
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
Ability to use data to track performance, identify issues, and recommend improvements
Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution
Strong communication skills, especially in client-facing or cross-functional environments
Nice to Have
Experience in an agency or multi-client environment
Familiarity with CRM and marketing automation tools
Exposure to financial services or wealth management
What We Value
Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
Structured Thinking: Can break down ambiguous requests into clear next steps
Ownership: Takes responsibility for outcomes and follows through without constant direction
AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow.
Adaptability: Comfortable managing multiple priorities and shifting timelines
Attention to Detail: Ensures accuracy across campaigns, timelines, and reporting
Communication: Able to clearly manage expectations with advisors and internal teams
Continuous Improvement: Looks for ways to improve performance through testing and iteration
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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