Senior Product Marketing Manager

About Savvy :

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We're building the most advisor-centric platform in wealth management : a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We've raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who've helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We've surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role :

We're looking for a Senior Product Marketing Manager to own the full-funnel marketing strategy for the advisor journey. This is a true B2B2C role where you will build the narrative and drive adoption across the entire lifecycle, from attracting new advisors to the Savvy platform to empowering them to serve their clients with our cutting-edge investment solutions.

You will play a core role in scaling our advisor recruitment marketing engine, launching our new suite of investment products, and owning future new business launches. The ideal candidate is a full-stack marketer who thrives on turning a powerful platform and complex products into a simple, compelling story. This is a highly collaborative role that reports into the Head of Business Development and Strategy and works at the intersection of product, marketing, and sales.

Responsibilities :

• Platform & Recruitment Marketing (B2B) :

Develop and own the core messaging and positioning for the Savvy Wealth platform, targeting prospective financial advisors.

Translate complex investment strategies into clear, advisor- and client-ready messaging and narratives.

Lead the GTM strategy and launch for new service lines, including tax, estate planning, and our broker-dealer offering.

Partner with cross-functional teams to develop sales enablement resources (decks, one-pagers, battle cards, messaging docs).

Must have :

Nice to have :

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 :