---
title: 'Senior Product Marketing Manager at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-product-marketing-manager-savvy-wealth-new-york-4hq2btvk7114'
type: 'job'
last_seen: '2026-09-05'
---

# Senior Product Marketing Manager at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Compensation:** $150k–$180k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-01
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/savvy/b75fd95e-3aeb-4437-88de-b6b26afcb037/application

**Skills:** Product Marketing, B2B2C Strategy, Go-to-Market Strategy, Financial Services, Asset Management, Wealth Management, ETFs, SMAs, Mutual Funds, Alternatives, Sales Enablement, Content Creation, Fintech Marketing, Investment Product Launching, Sales Tool Development, Startup Experience

> Lead B2B2C marketing for Savvy Wealth Investment Management by translating complex investment strategies into compelling narratives for financial advisors. Build dual-layered go-to-market motions, develop sales enablement resources, and drive product launches to modernize wealth management.

## 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.

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). Come help us scale!

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

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.

## 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) 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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