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Savvy is a Series B fintech company reinventing wealth management for independent financial advisors. The company provides a modern, AI-native platform that handles back-office operations, investment management, and client services, allowing advisors to focus on growth. With 150+ employees and 500%+ YoY growth, Savvy is backed by top-tier investors including Thrive Capital and Index Ventures.
As a Client Marketing Associate, you will execute and optimize marketing campaigns for Savvy's financial advisors. You'll work directly with advisors to understand their goals and translate them into effective marketing initiatives across email, social, digital, and events channels. This is a multi-client account management role where you'll balance competing priorities while ensuring consistent, high-quality campaign delivery.
Key responsibilities include: translating advisor requests into actionable marketing plans; executing campaigns across multiple channels; leveraging AI tools (Claude, ChatGPT, HubSpot) to accelerate execution and improve content quality; managing multiple advisor relationships simultaneously; tracking and reporting campaign performance; collaborating with internal marketing, operations, and design teams; and maintaining organized records of campaigns and metrics.
You'll need 2-5 years of marketing or campaign execution experience, ideally with exposure to email, social, paid, or event marketing. Strong organizational skills, data literacy, and proficiency with marketing automation tools are essential. Experience in an agency or multi-client environment is a plus, as is familiarity with financial services.
Savvy values execution focus, structured thinking, ownership, AI fluency, adaptability, attention to detail, clear communication, and continuous improvement. The company is a Certified Great Place to Work, recognized by Newsweek and Fortune for its culture and growth.
