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Savvy is a Series C fintech company ($200M raised, $100M ARR in sight) reinventing wealth management through AI. The company partners with independent financial advisors, providing them a modern, AI-native platform, back-office operations, and growth support. Savvy Intelligence, launched April 2026, is an AI product built specifically for wealth managers to see clients' complete financial pictures.
You will be the first dedicated product marketer for Savvy's new enterprise AI offering—a standalone product that automates back-office workflows (client service, investment operations, custodial operations) for enterprise RIAs and wealth firms. This is a 0-to-1 launch opportunity. You will own the complete go-to-market narrative, positioning, and launch strategy for this product as it scales from design partners to enterprise customers.
Key responsibilities include:
- Define positioning, messaging, and competitive differentiation against front-office AI tools, horizontal platforms, and in-house builds
- Develop buyer-specific messaging for COOs, CFOs, and heads of operations, translating AI capabilities into operating efficiency, headcount leverage, and EBITDA margin outcomes
- Lead GTM strategy and launch, including brand direction and key market-establishment moments
- Build sales enablement tools: pitch decks, one-pagers, battle cards, demo narratives, and ROI frameworks
- Partner with deployment teams to capture design partner results and convert them into case studies, ROI proof points, and co-marketing programs
- Own market and competitive intelligence; track category evolution and feed insights back to Product for packaging and pricing decisions
- Drive thought leadership content and executive engagement with enterprise buyers through media, conferences, and events
You will work closely with Product, forward-deployed engineers, and the sales team. The product is being shaped alongside design partners, so you'll influence the narrative as it develops and use early customer wins to drive subsequent deals.
REQUIREMENTS:
- 7+ years of product marketing experience with strong background in AI-native, B2B SaaS, or technology platforms
- Proven track record building positioning, messaging, and GTM strategies for new products, AI, automation, or workflow tools
- Experience marketing to enterprise buyers with long sales cycles and six- or seven-figure contract values
- Ability to translate complex technical capabilities into clear, credible narratives for non-technical executives
- Demonstrated expertise building sales enablement tools (pitch decks, battle cards, demo scripts) that sales teams actually use
- Comfort with ambiguity; ability to build and ship work while product and ICP are still forming
- Hands-on with AI tools to automate and scale your own work; credible when discussing what AI can and cannot do in operational settings
NICE TO HAVE:
- Background in wealth management, fintech, or financial services
- Experience launching a new product line or 0-to-1 offering inside a high-growth company
- Experience marketing vertical AI products
- Experience in a compliance-regulated environment
