← All roles

Head of Client Marketing

Savvy Wealth· Marketing
Apply on company site
Hybrid (NYC Office)$183k - $221kFull-timePosted 3mo ago

About the role

Head of Client Marketing at Savvy Wealth responsible for leading the embedded marketing services function for advisor clients, scaling capabilities with AI and automation, and driving AUM growth through paid media programs and strategic cross-functional collaboration.

Responsibilities

  • Lead and develop the Client Marketing team: managers, associates, and a growth marketing function focused on paid media programs across the advisor base.
  • Oversee function-wide strategic planning, capacity planning, own the team performance system, and training and development for your managers and ICs.
  • Own campaign quality and playbook development across every campaign type the team runs: branding and DBA launches, lead generation, webinars, in-person events, content, and advisor onboarding. Set the standard for quality and build scalable playbooks.
  • Build and scale the growth marketing infrastructure that helps advisors grow their business through paid efforts: program strategy, budgets and spend allocation, and systems for repeatable, scalable growth.
  • Own senior cross-functional relationships with Advisor Success, Growth, Product, and Compliance. Represent marketing in sales discussions with top prospects.
  • Evolve the service model over time: identify where AI and automation can extend capacity while preserving advisor experience; experiment with embedded marketing services models.

Qualifications

  • 7+ years in marketing with meaningful time leading client-facing or services-oriented marketing teams; proven delivery ratios, workload management, and quality at scale.
  • Strong creative instincts grounded in performance metrics.
  • Proficiency in building AI-native marketing workflows and experimenting with new tooling.
  • Experience managing paid marketing programs, budgets, and spend allocation; ability to evaluate channel performance and build scalable programs.
  • Strong operator able to build systems, run tight reviews, and close loops.
  • Comfortable representing marketing in sales conversations with prospective advisors; credible and able to articulate day-one offerings.

Skills

Required:Marketing leadershipAI-native marketing workflowsPaid media managementCross-functional collaborationSales-facing storytelling

Benefits

  • Competitive salary and equity package
  • Relocation package to NYC
  • Unlimited PTO + paid holidays
  • Holistic medical, dental, and vision plans
  • 401(k) with Mega backdoor Roth options, Commuter, and HSA/FSA plans
  • NYC office in Union Square
  • Lunch and snacks; dinner if staying late
  • Access to virtual mental health care (Spring Health) and health concierge (Rightway)
  • Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Last updated Oct 14, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
Company profileWebsite

More open roles at Savvy Wealth