Client Marketing Associate

Savvy Wealth
New York, NY
Category Marketing
Remote
Job Description
Savvy Wealth is changing the wealth management industry by building a digital-first platform that modernizes human financial advice. We're looking for a Client Marketing Associate to execute and optimize marketing campaigns for our financial advisors.

Requirements

  • 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

Benefits

  • Competitive salary
  • 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
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues
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