Senior Manager, Marketing Operations

Savvy Wealth

Senior Manager leading Client Marketing team at Savvy Wealth, transforming operations and leveraging AI for financial advisors. Driving efficiency and scalable strategies while supporting advisor growth.

Posted 7/13/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading marketing teams with a strong focus on AI integration and automation, while optimizing campaign performance and operational efficiency. Capable of building systems and workflows that enhance team productivity and drive measurable marketing outcomes.

Highest-signal resume keywords

AI-Native Workflow DevelopmentMarketing Operations LeadershipCampaign Performance OptimizationCross-Functional CollaborationData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing OperationsAI IntegrationAutomation WorkflowsCampaign Performance MetricsLead Generation StrategiesContent DevelopmentAdvisor OnboardingSystems DevelopmentWorkflow AutomationUnit Economics

Soft Skills

People LeadershipStrong CommunicationOperational EfficiencyProblem SolvingTeam Development

Tools & Technologies

AI ToolsMarketing Automation SoftwareData Analytics PlatformsInternal ToolingPerformance Measurement Tools

Industry Keywords

Client MarketingAdvisor SuccessGrowth MarketingComplianceServices-Oriented Team

About the role

Key responsibilities & impact

Lead and develop the Client Marketing team — managers, associates, and a growth marketing function — while making AI leverage a core expectation of how the team works and how people progress in their careers.
Own the operating model: map the full campaign surface area (branding and DBA launches, lead generation, webinars, events, content, and advisor onboarding) and rebuild it into playbooks, templates, and automated or agentic workflows that make execution faster, more consistent, and more scalable.
Drive AUM-per-marketer efficiency: define and own the metrics that show marketing is getting more leverage per dollar of cost, and hit them by deploying tooling and automation rather than defaulting to headcount.
Stay ahead of the tooling: continuously evaluate new AI capabilities, pressure-test them against real advisor workflows, and pull the ones that work into the team's day-to-day before it's obvious to do so.
Build the systems and data layer: instrument campaign performance, standardize how work moves through the team, and partner with Product, Engineering, and AI/agent leads to ship internal tooling and agents that extend the team's capacity.
Own senior XFN relationships across Advisor Success, Growth, Product, and Compliance, and represent the marketing offering to top prospects when it's a competitive advantage for their practice.

Requirements

What you’ll need

7+ years in marketing or marketing operations, including time leading or building within a client-facing or services-oriented team
Genuinely AI-native: you've built, not just used — you've stood up AI and automation workflows that changed how a team works, and you experiment constantly with new tooling
Systems and operations instinct: you see a manual, repeated process and turn it into a workflow, a template, or an agent; you think in leverage and unit economics, not just output
Comfortable getting technical: you can reason about what AI tools can and can't do, work with Product and Engineering on internal tooling, and evaluate performance with data
Strong operator and people leader: you build systems and hold a team to them, run tight reviews, don't let loops stay open, and develop the people who report to you
Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them

Benefits

Comp & perks

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)