The Role:Client Marketing at Savvy is one of the core reasons advisors choose us and stay - 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. As our advisor base scales, the challenge isn't only hiring fast enough - it's growing what each marketer can deliver.
We're hiring a Senior Manager, Marketing Operations to lead the Client Marketing team and re-engineer how it operates. You'll run the team day to day, but your edge is operational: you turn a bespoke, high-touch service into repeatable, AI-leveraged systems so the team can support more advisors and help drive more growth for them as we scale. This is a builder's seat where you'll agentify as much of the marketing surface area as possible while protecting the quality advisors expect.
Responsibilities:- Lead and develop the Client Marketing team - managers, associates, and a growth marketing function - while making AI leverage a core expectation of how the team works and how people progress in their careers.
- Own the operating model: map the full campaign surface area (branding and DBA launches, lead generation, webinars, events, content, and advisor onboarding) and rebuild it into playbooks, templates, and automated or agentic workflows that make execution faster, more consistent, and more scalable.
- Drive AUM-per-marketer efficiency: define and own the metrics that show marketing is getting more leverage per dollar of cost, and hit them by deploying tooling and automation rather than defaulting to headcount.
- Stay ahead of the tooling: continuously evaluate new AI capabilities, pressure-test them against real advisor workflows, and pull the ones that work into the team's day-to-day before it's obvious to do so.
- Build the systems and data layer: instrument campaign performance, standardize how work moves through the team, and partner with Product, Engineering, and AI/agent leads to ship internal tooling and agents that extend the team's capacity.
- Own senior XFN relationships across Advisor Success, Growth, Product, and Compliance, and represent the marketing offering to top prospects when it's a competitive advantage for their practice.
Must Have:- 7+ years in marketing or marketing operations, including time leading or building within a client-facing or services-oriented team
- Genuinely AI-native: you've built, not just used - you've stood up AI and automation workflows that changed how a team works, and you experiment constantly with new tooling
- Systems and operations instinct: you see a manual, repeated process and turn it into a workflow, a template, or an agent; you think in leverage and unit economics, not just output
- Comfortable getting technical: you can reason about what AI tools can and can't do, work with Product and Engineering on internal tooling, and evaluate performance with data
- Strong operator and people leader: you build systems and hold a team to them, run tight reviews, don't let loops stay open, and develop the people who report to you
- Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them
Nice to Have:- Background in financial services, wealth management, or fintech
- Experience scaling a marketing operations, RevOps, or marketing services function inside a high-growth environment
- 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
- Fluency with the martech and automation stack, and 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)
