💼 About This Role

You'll lead marketing for Savvy Wealth's investment management and financial products. You'll empower financial advisors with narratives and tools to win over end clients. This role offers a chance to shape a rapidly growing fintech platform.

🎯 What You'll Do

• Productize SWIM strategies with CIO and investment team
• Build B2B2C marketing motion for advisor and client adoption
• Lead go-to-market strategy for financial planning, tax, estate planning
• Develop sales enablement resources like pitch decks and battle cards

📋 Requirements

• 5+ years of product marketing in asset 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 through advisor partners

✨ Nice to Have

• Background at leading asset manager (BlackRock, Fidelity, Vanguard) or fintech
• Experience marketing directly to financial advisors
• Track record launching investment products

🎁 Benefits & Perks

• 💰 Competitive salary and equity package
• 🏖️ Unlimited PTO plus paid company holidays
• 🏥 Medical, dental, and vision plans
• 🏢 NYC office in Manhattan with lunch and snacks
• 🧠 Virtual mental health care (Spring Health)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min
4. 4Offer· N/A