Savvy Wealth

Client Marketing Associate

Savvy Wealth

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $83,000 - $102,000 per year

About the role

  • 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

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
  • Strong communication skills, especially in client-facing or cross-functional environments
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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
campaign executiondata analysisperformance trackingcontent creationmarketing strategy
Soft Skills
organizational skillscommunication skillsproject managementclient-facing skillscollaboration
Certifications
Bachelor’s degree in MarketingBachelor’s degree in BusinessBachelor’s degree in Communications