Product Marketing Lead

About Savvy Wealth:
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 Product Marketing Lead 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.

• Investment Product Marketing (B2B2C):

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

  • Build go-to-market strategies to advisors and their clients that establish Savvy Wealth Investment Management as a leader in advisor-focused solutions.

• New Business (B2B):

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

• Cross-functional:

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

  • Create scalable content and GTM frameworks to support future product launches across all business lines.

  • Lead key launch moments that build Savvy’s credibility in the investment management space.

Must have:

• 5+ years of product marketing experience, with a strong background in B2B SaaS or technology platforms.

• A proven track record of developing positioning, messaging, and go-to-market strategies for new products that drive adoption.

• Ability to distill complex concepts, whether technology features or financial products, into clear, compelling narratives.

• Demonstrated expertise in building a sales enablement function, creating tools (pitch decks, battle cards) that sales teams love to use.

• Excellent cross-functional leadership skills, with experience working with product, sales, and client success teams.

• Exceptional written and verbal communication skills.

Nice to have:

• Experience in wealth management, asset management, or fintech is a strong plus.

• Strong knowledge of investment products (ETFs, SMAs, model portfolios, etc.).

• Experience marketing directly to financial advisors.

• Experience in a high-growth startup environment and / or a fintech, wealthtech, or tech-enabled services models.

• Experience developing GTM motions for both acquiring new customers and selling to existing customers

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:

• 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)