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). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!
The Role
We're looking for a Senior Product Marketing Manager to drive 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 deliver exceptional client experiences powered by Savvy Intelligence, our flagship AI product.
You will play a core role in scaling our advisor recruitment marketing engine, driving the go-to-market for Savvy Intelligence, and owning future product launches. The ideal candidate is a technically fluent, full-stack marketer who thrives on turning a powerful AI platform into a simple, compelling story and who understands how to market technology products that change the way professionals work.
Responsibilities
Platform & AI Product Marketing (B2B):
Develop and evolve the core messaging and positioning for the Savvy platform, targeting prospective and existing financial advisors.
Build and execute go-to-market strategies for Savvy Intelligence translating AI capabilities (workflow automation, client insights, intelligent recommendations) into clear advisor value propositions & competitive differentiation.
Drive the product marketing narrative for how Savvy Intelligence AI helps advisors run a better, more efficient practice and deliver a differentiated client experience.
Customer & Lifecycle Marketing (B2B2C):
Build advisor onboarding and adoption marketing programs that drive deep engagement with Savvy Intelligence and platform features.
Develop customer marketing strategies that increase retention, expand usage, and turn power users into advocates.
Partner with Client Success to identify expansion opportunities and build marketing programs that support them.
New Product Launches (B2B):
Lead GTM strategy and launch execution for new product capabilities and service lines, including future AI features, tax, estate planning, and our broker-dealer offering.
Create scalable content and GTM frameworks that can be reused across future product launches.
Cross-functional:
Partner with Product, Sales, and Client Success to develop sales enablement resources (pitch decks, one-pagers, battle cards, demo narratives) that clearly communicate the Savvy Intelligence value proposition.
Lead key launch moments that build Savvy's credibility as a technology-first wealth management platform.
Must have:
5+ years of product marketing experience, with a strong background in B2B SaaS or technology platforms.
Proven track record of building positioning, messaging, and GTM strategies for technical products ideally AI, automation, or data-driven tools.
Ability to distill complex technology capabilities into clear, compelling narratives that resonate with non-technical buyers.
Experience building customer marketing and lifecycle programs that drive feature adoption and retention, not just acquisition.
Demonstrated expertise building sales enablement tools (pitch decks, battle cards, demo scripts) that sales and CS teams actually use.
Excellent cross-functional leadership with experience working across Product, Sales, and Client Success.
Exceptional written and verbal communication skills.
A hands-on builder mentality with AI tools to automate and scale your own work and can help set the standard for how a modern product marketing function operates. Comment end
Nice to have:
Experience marketing AI products or developer/data tools to non-technical business audiences.
Background in fintech, wealthtech, or tech-enabled financial services.
Experience marketing to financial advisors or other licensed professionals.
Familiarity with wealth management workflows and how advisors run their practice.
Experience in a high-growth startup environment with both acquisition and expansion GTM motions.
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)
Skills Required
- 5+ years of product marketing experience in asset management, wealth management, or financial services
- Deep understanding of ETFs, SMAs, mutual funds, and alternatives
- Ability to distill complex financial concepts into compelling stories
- Experience building GTM strategies driving product adoption
- Proven track record working with investment, sales, and client success teams
- Strong written and verbal skills
- Background at a leading asset manager or fintech
- Experience marketing directly to financial advisors
- Track record launching investment products
- Comfort building sales tools such as fact sheets, pitch decks
- Startup or high-growth environment experience
What We Do
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!
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