Title: Senior Manager, Client Marketing Location: NYC Department: Marketing Job Description: About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house. We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale! Recognition: We're a Certified Great Place to Work and have been honored for our culture and our growth: - Newsweek's America's Greatest Startup Workplaces (2026) - Fortune Best Workplaces in New York™ (2026), Small & Medium Companies - Great Place to Work Certified™ The Role: Client Marketing at Savvy is one of the core reasons advisors choose us and stay. We run an embedded marketing services team that works directly with each advisor: dedicated support, campaigns built around their niche and audience, and a paid media program that extends their reach. It's a differentiator in the market and a direct driver of AUM growth. We're hiring a Senior Manager, Client Marketing to own the quality, scalability, and strategic direction of this function. As the team grows with our advisor base, the work has to scale with it without losing the bespoke experience advisors expect. This role is the lever that makes that happen. And increasingly, it's about using AI and automation to expand what the team can deliver, so we can support more advisors and help drive more growth for them as we scale. 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. 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. Must Have: - 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 Nice to Have: - Background in financial services, wealth management, or fintech - Experience scaling a marketing services or client success function inside a high-growth platform - Experience in a compliance-regulated environment: you know how to move fast inside a compliance framework and build around it rather than treating it as a blocker - Familiarity with paid social platforms (Meta, Google, LinkedIn) 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)

Role Description As CRM & App Marketing Manager, you will report directly to the Email Marketing Manager and operate remotely from China, sitting within the Lifecycle Marketing team. This is a true builder's role—you will be the person hands-on analysing, building, and operating our direct messaging channels end-to-end, taking full ownership of: - App Push notifications - In-app pop-ups and banners - LINE Push Messaging - WhatsApp messaging Working closely with data, content, and product teams, you will design precision automation journeys and personalised touchpoints that drive measurable improvements in user engagement, retention, and revenue. Qualifications - 3–5 years of hands-on experience in CRM, lifecycle marketing, or mobile marketing in a consumer app environment—e-commerce, fintech, trading, super-app, gaming, or similar. - Proven experience setting up and managing App Push notifications and in-app banners, including rich push, deep links, and triggered automation flows. - Hands-on experience with WhatsApp Business API, including managing message templates. - Working knowledge of LINE Push Messaging and its campaign mechanics. Requirements - Proficiency with at least one enterprise CEP platform: Braze, Salesforce Marketing Cloud, Emarsys, Klaviyo, Marketo, Iterable, or equivalent. - Strong understanding of user segmentation principles—behavioral, lifecycle-based, and attribute-based—and a demonstrated ability to apply them in practice. - Familiarity with platform compliance policies (WhatsApp Commerce Policy, LINE Messaging Policy, Apple/Android push guidelines) and experience running compliant channel operations. - Data-literate: comfortable reading dashboards, interpreting funnel metrics, and drawing actionable conclusions from campaign data. - Experience running A/B tests and communicating results clearly and persuasively to non-technical stakeholders. - Ability to identify data leakage points within automation journeys and use analysis to drive journey optimisation and conversion improvement. - Strong executor with a structured mind — able to manage multiple channels and projects simultaneously in a fast-paced environment without dropping the ball. - Excellent cross-functional communication and collaboration skills, able to connect effectively with data, content, product, and marketing teams. - High degree of user empathy—always placing user experience at the centre, seeking the optimal balance between performance-driven outcomes and non-intrusive communication. Other Requirements - Due to the remote nature of the role, you will need to access your personal device & laptop for work.

• Strengthen BIAH industry leadership by leading and executing all aspects of franchise specific veterinary technical marketing strategy. • Work in close collaboration with marketing/brand management team to execute on the overall brand franchise strategy. • Establish a high and favorable company profile with current and rising Key external experts (KEEs)/Key opinion leaders (KOLs)/Thought Leaders (TLs). • Provide technical and analytical support for process improvement initiatives for KOLs offerings, technical asset review process, and technical training programs. • Perform project management, analytics, and improvements to ensure milestones are met and deliverables achieved. • Coordinate with various teams to analyze strategic high value project results and performance.

• Design professional marketing materials for both digital and print • Create presentations, sales collateral, brochures, flyers, signage, banners, event materials, digital advertisements, and promotional assets • Develop visually compelling graphics that reinforce the company's brand identity • Help execute creative campaigns while maintaining brand consistency • Maintain and update company websites and landing pages • Build pages for promotions, Open Houses, events, and community campaigns • Optimize website content and user experience • Implement basic SEO best practices • Support HubSpot marketing campaigns and automation • Create email campaigns, forms, landing pages, and workflows • Plan, design, schedule, and publish social media content • Coordinate with Sales and Operations to market available inventory quickly and accurately • Track campaign performance and marketing KPIs.