Head of Client Marketing

About the role

Client Marketing at Savvy is a core reason advisors choose us and stay. The Head of Client Marketing will own the quality, scalability, and strategic direction of the embedded marketing services team, ensuring a bespoke experience while supporting rapid growth. The role leverages AI and automation to expand delivery capacity and drive AUM growth for advisors.

Key responsibilities

• Lead and develop the Client Marketing team, including managers, associates, and growth‑marketing specialists focused on paid media.
• Own campaign quality and playbook development across branding, lead generation, webinars, events, content, and advisor onboarding.
• Build and scale growth‑marketing infrastructure, manage budgets, and create repeatable paid‑media growth channels.
• Maintain senior cross‑functional relationships with Advisor Success, Growth, Product, and Compliance.
• Identify and implement AI‑driven automation to extend team capacity without compromising advisor experience.

Required profile

• 7+ years in marketing with leadership of client‑facing or services‑oriented teams.
• Strong creative instincts and ability to evaluate campaign feasibility.
• Proficiency in building AI‑native marketing workflows and experimenting with new tools.
• Experience managing paid‑marketing programs, budgets, and spend allocation.
• Comfort presenting marketing value in sales conversations with prospective advisors.

Required skills

• AI‑native marketing workflow development
• Paid social platform expertise (Meta, Google, LinkedIn)
• Paid media program management and budget allocation

What we offer

• Competitive salary and equity package
• Unlimited PTO plus paid company holidays
• Comprehensive medical, dental, vision, 401(k), commuter, and HSA/FSA plans
• NYC office in Manhattan with lunch and snacks
• Access to virtual mental‑health care, health concierge, and extensive employee assistance programs