---
title: 'Product Marketing Lead, New AI Verticals at Savvy Wealth'
canonical: 'https://feeny.ai/job/product-marketing-lead-new-ai-verticals-savvy-wealth-new-york-ppf29ve0kgzm'
type: 'job'
last_seen: '2026-10-31'
---

# Product Marketing Lead, New AI Verticals at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-30
- **Last confirmed live:** 2026-10-31
- **Apply:** https://jobs.ashbyhq.com/savvy/e2fb37f1-a5c0-4505-b0e9-3cb511adce95

## Job description

About Savvy Wealth: 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.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition: We're a Certified Great Place to Work and have been honored for our culture and our growth:

- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™

The Role: Wealth management firms spend 50–60% of their revenue on people and less than 10% on technology. Much of that headcount sits in the back office: client service, investment operations, and custodial operations. These teams run workflows that are manual, largely undocumented, and hard to scale. We've spent the last few years building AI to run these workflows inside our own firm. Now we're bringing that product to market for enterprise RIAs and wealth firms. We deploy directly into each firm's existing systems and measure success by the operating hours we return and the improvement in EBITDA margin. We're hiring a product marketer to own the go-to-market narrative for this product as we launch it as a new, standalone offering. You'll be the first marketer dedicated to it. You'll define how we position it, who we sell it to, and how we prove it works. You'll partner directly with Product, our forward-deployed engineers, and the sales team. The product is being built alongside our design partners, so you'll shape the story as it takes form and turn early customer results into the proof that wins the next deal.

Responsibilities:

- Own positioning and messaging for the AI product: the core narrative, value proposition, and competitive differentiation against front-office AI tools, horizontal AI platforms, and in-house builds
- Develop messaging for each buyer we sell to (COOs, CFOs, heads of operations) that translates AI capabilities into the outcomes they care about: operating efficiency, headcount leverage, and EBITDA margin
- Lead the GTM strategy and launch for the product as a standalone offering, including brand direction and the key launch moments that establish us in the market
- Build the sales enablement toolkit our team needs to land design partners and enterprise customers, including pitch decks, one-pagers, battle cards, demo narratives, and ROI frameworks
- Partner with our deployment team to capture results from every design partner engagement and turn them into case studies, ROI proof points, and co-marketing programs
- Own market and competitive intelligence: track how the category is evolving, feed customer and competitive insights back to Product, and provide input on packaging and pricing
- Drive content and thought leadership that builds credibility with enterprise buyers, including thought leadership, industry media, conferences, and executive events

Must have:

- 7+ years of product marketing experience, with a strong background in AI Native, B2B SaaS or technology platforms
- A proven track record of building positioning, messaging, and GTM strategies for new products, AI, automation, or workflow tools
- Experience marketing to enterprise buyers with long sales cycles and six- or seven-figure contract values
- Ability to turn complex technical capabilities into clear, credible narratives for non-technical executives
- Demonstrated expertise building sales enablement tools (pitch decks, battle cards, demo scripts) that sales teams actually use
- Comfortable with ambiguity: you can build a plan and ship work while the product and ICP are still taking shape
- Hands-on with AI tools to automate and scale your own work, and credible when talking about what AI can and can't do in an operational setting

Nice to have:

- Background in wealth management, fintech, or financial services
- Experience launching a new product line or 0-to-1 offering inside a high-growth company
- Experience marketing vertical AI products
- Experience in a compliance-regulated environment

Benefits:

- Competitive salary and equity package
- We offer a generous relocation package to help top talent make the move to our NYC office
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring 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)

## About Savvy Wealth

## Company Overview
- **One-liner**: Savvy Wealth is a technology-driven wealth management firm that provides a modern, digital-first platform for financial advisors to manage client investments, planning, and operations, augmented by an AI-powered operating environment called Savvy Intelligence.
- **Entity Type**: Private (Series B funded – Series A in 2022, Series B in 2025)
- **Headquarters**: New York, NY, United States
- **Founded**: 2021
- **Founders**: Ritik Malhotra

## Core Business
- **Primary industry**: Wealth management / Financial services (technology-enabled RIA)
- **Target customers**: B2B (financial advisors and RIAs) and B2C (high-net-worth individuals served by advisors on the platform)
- **Mission or purpose statement**: “We help people make better financial decisions so they can live the life they aspire to live.” ([savvywealth.com](https://www.savvywealth.com/))

## Products & Services
- **Savvy Wealth Platform**: A unified digital platform for advisors that integrates CRM, back-office operations, client onboarding, performance reporting, and marketing automation. Offers a real-time financial dashboard for clients to track net worth and goals.
- **Savvy Intelligence (AI Platform)**: Launched in April 2026, an AI-powered operating environment that gives advisors a continuously updated view of each client’s investments, tax data, and financial plans. Agents help with scenario modeling, meeting notes, tax strategy, and client communications. Not client-facing; does not use client data to train third-party models. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Wealth Management Services**: Personalized investment management, retirement planning, estate planning, tax strategy, direct indexing, alternative investments, and held-away account tracking. Provided by dedicated fiduciary advisors.
- **Custodial Partners**: Multi-custodial with deep integrations to Charles Schwab and Fidelity for asset custody and execution. ([savvywealth.com](https://www.savvywealth.com/))

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: **$5B** in assets under management (AUM) with **100+** experienced advisors across **29** states. ([savvywealth.com/our-story](https://www.savvywealth.com/our-story))
- **Notable Investors/Partners**: Not publicly disclosed. The company states it is “backed by world-class investors.” ([savvywealth.com/careers](https://www.savvywealth.com/careers)) Partners include Fidelity and Charles Schwab for custody.
- **Growth Signals**:
  - **Headcount growth**: LinkedIn reports ~192 employees (May 2026), with annual growth of +105% and monthly growth of +3.4%. ([LinkedIn](https://www.linkedin.com/company/savvywealth))
  - Series B funding round closed in 2025 to accelerate growth and expand advisor network.
  - Launched Savvy Intelligence in April 2026, a significant AI product milestone.
  - Active job postings: 22 openings as of mid-2026.

## Competitive Advantages
- **Vertically integrated tech stack**: Built a unified platform (RIA, investments, tax, planning, CRM, meeting notes) before layering AI – unlike competitors that bolt AI onto fragmented systems. This gives AI agents access to complete, current client data.
- **Fiduciary alignment**: No transaction-based compensation, eliminating conflicts of interest; advisors are either W2 or 1099 employees.
- **Multi-custodial model**: Advisors can custody assets with either Schwab or Fidelity, providing flexibility while maintaining deep integrations.
- **Rapid onboarding and scale**: Over 100 advisors and $5B AUM in ~5 years suggests efficient platform adoption and advisor attraction.

## Strategic Focus
- **Grow the advisor network** by recruiting experienced advisors and RIAs across the U.S.
- **Expand AI capabilities** with Savvy Intelligence, adding more agents (e.g., for tax, investment analysis) beyond the initial Financial Planning Agent.
- **Deepen product integrations** and continue to unify client data to reduce advisor manual work and improve client outcomes.
- **Enhance client experience** via personalized investment management and real-time dashboard tools.

## Why Work Here
- **Culture & Values**: Emphasis on “Invent the future,” “Unlock everyone’s potential,” and “Get it done.” Team-driven, collaborative environment with ownership and momentum. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Work policy**: Hybrid – required presence in NYC office (111 W 33rd St, Suite 1401). Daily free lunch provided.
- **Perks & Benefits**: Comprehensive benefits, flexible time off, parental leave, company-wide events, and employee-led activities.
- **Engineering & AI focus**: Building a cutting-edge AI platform for wealth management; current openings include Founding Platform Engineer, Applied AI – Infrastructure, and Senior Product Designer. Fast-growing engineering team (technical staff 7% of headcount per LinkedIn).
- **Team size & growth**: ~192 employees (May 2026) with strong year-over-year growth (+105%), offering early-stage impact with established momentum.

## Sources
1. [savvywealth.com – About page](https://www.savvywealth.com/about)
2. [savvywealth.com – Careers page](https://www.savvywealth.com/careers)
3. [savvywealth.com – Homepage](https://www.savvywealth.com/)
4. [savvywealth.com – Our Story](https://www.savvywealth.com/our-story)
5. [LinkedIn – Savvy Wealth](https://www.linkedin.com/company/savvywealth)

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