Marketing Campaign Specialist

About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.

We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700% in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!

The Role: The Marketing Campaign Specialist role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal Marketing agency of record. This role involves planning and managing budgets allocated to each advisor, developing and implementing customized marketing strategies, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and possesses a strong understanding of various marketing channels.

Responsibilities

• Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients.
• Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources.
• Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events.
• Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives.
• Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement.
• Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals.
• Maintain detailed records of campaign performance and budget utilization.
• Work closely with the internal marketing and sales teams to align on overall strategy and objectives.
  
  

Must Have

• Bachelor’s degree in Marketing, Business, Communications, or a related field.
• 3 years of experience in a marketing role, preferably within a financial services or agency environment.
• Strong understanding of various marketing channels, including digital, social media, email, and events.
• Proficiency in using marketing tools and platforms, such as HubSpot, Customer.io, Google Analytics, and social media management tools.
• Excellent organizational skills and attention to detail.
• Strong analytical skills with the ability to measure and report on campaign performance.
• Exceptional communication and interpersonal skills.
• Ability to manage multiple projects simultaneously and meet deadlines.
  
  

Nice To Have

• Experience working directly with clients or in a client-facing role.
• Knowledge of the wealth management industry and financial advisory services.
• Experience with budget planning and management.
• Familiarity with CRM systems and project management tools.
  
  

Qualities

• Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes.
• Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns.
• Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness.
• Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment.
• Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success.
• Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members.
• Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions.
• Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors.
• Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth.
  
  

Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits

• Competitive salary and equity package
• Unlimited PTO paid company holidays
• Access to best-in-class medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• We are in office 3 days a week in our NYC office in the heart of Manhattan
• Lunch, dinner, and snacks provided in the office
• Parental leave coverage (8 weeks) and support (Cocoon)
• 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)