Senior Manager, Client Marketing

Savvy Wealth

Senior Manager of Client Marketing overseeing teams and functions for a financial advisory startup. Driving quality and scalability of marketing efforts with strategic direction and AI integration.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading client-facing marketing teams, managing paid marketing programs, and developing scalable growth marketing infrastructures. Proficient in building AI-native marketing workflows and maintaining high-quality standards across campaigns.

Highest-signal resume keywords

Client-Facing Marketing LeadershipPaid Marketing Program ManagementAI-Native Marketing WorkflowsCampaign Quality AssuranceBudget Management and Spend Allocation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Marketing StrategyCampaign DevelopmentPerformance EvaluationGrowth Marketing InfrastructureCreative DirectionSystems BuildingQuality ControlLead GenerationEvent MarketingAdvisor Onboarding

Soft Skills

Strong Creative InstinctsEffective CommunicationTeam LeadershipProblem SolvingCollaboration

Tools & Technologies

Marketing Automation ToolsAI ToolsPaid Media PlatformsBudget Management SoftwarePerformance Analytics Tools

Industry Keywords

Client MarketingGrowth MarketingPaid Media ProgramsAdvisor SuccessCompliance

About the role

Key responsibilities & impact

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. You set the standard for what great looks like in each category and build the playbooks that make execution more consistent and scalable.
Build and scale the growth marketing infrastructure that helps advisors grow their business through paid efforts: own the program strategy, manage budgets and spend allocation, and build the systems that make paid marketing a repeatable, scalable growth channel for the advisor base.
Own senior XFN relationships across Advisor Success, Growth, Product, and Compliance. On the sales side, you're in the room with top prospects representing what the marketing offering looks like and why it's a competitive advantage for their practice.
Evolve the service model over time: identify where AI and automation can extend the team's capacity and help advisors grow, without compromising the quality advisors experience. You'll have the latitude to experiment with new models for an embedded marketing services team.

Requirements

What you’ll need

7+ years in marketing with meaningful time leading client-facing or services-oriented marketing teams; you've built delivery ratios, managed workload across a team, and know how to maintain quality at scale
Strong creative instincts grounded in what performs: when a campaign is technically correct but creatively mediocre, you catch it; when an advisor is asking for something that won't work for their audience, you redirect them
Proficiency in building AI-native marketing workflows and a track record of experimenting with new tooling
Experience managing paid marketing programs, budgets, and spend allocation: you've owned paid media investment decisions, understand how to evaluate performance across channels, and know how to build a program that scales
Strong operator: you build systems and hold teams to them, you run tight reviews, and you don't let loops stay open
Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them on day one

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)