Client Marketing Associate

Savvy Wealth

. Own marketing strategy and content execution for a portfolio of advisor clients .

Posted 10/22/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $83,000 - $102,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing marketing strategies and campaigns across multiple channels, leveraging data and AI tools to enhance performance and efficiency. Strong ability to manage client relationships and collaborate cross-functionally to achieve business objectives.

Highest-signal resume keywords

Marketing Strategy DevelopmentCampaign Execution Across ChannelsClient Relationship ManagementData Analysis for Performance TrackingAI Tools Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing StrategyContent ExecutionCampaign ManagementPerformance TrackingProject Management

Soft Skills

Strong Communication SkillsOrganizational SkillsClient-Facing Skills

Tools & Technologies

HubSpotChatGPTClaudeCRM ToolsMarketing Automation Tools

Industry Keywords

Financial ServicesWealth ManagementMulti-Account EnvironmentAgency Experience

About the role

Key responsibilities & impact

Own marketing strategy and content execution for a portfolio of advisor clients
Act as a strategic partner and de facto marketing lead for each advisor
Lead regular strategy sessions with advisors and translate their goals into actionable marketing plans and campaigns
Execute marketing initiatives across email, social, digital, and events
Leverage AI tools to accelerate campaign execution, improve content quality, and increase efficiency
Manage multiple advisor relationships and balance priorities across accounts
Track campaign performance and budget, report results, and identify efficiency improvements
Monitor timelines and ensure campaigns launch accurately and on schedule
Partner cross-functionally with marketing, operations, and design to drive results
Prioritize work across advisors and campaigns based on impact, timelines, and business needs
Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Requirements

What you’ll need

Bachelor’s degree in Marketing, Business, Communications, or a related field
2–5 years leading marketing strategy and content for clients or accounts
Experience presenting to and managing relationships with clients or senior stakeholders
Comfort operating in a client-facing, multi-account environment (agency-style or similar)
Experience executing campaigns across one or more channels, including email, social, paid, or events
Strong organizational skills and ability to manage multiple projects simultaneously
Ability to use data to track performance, identify issues, and recommend improvements
Experience using marketing and AI tools such as HubSpot, ChatGPT, Claude, or similar
Strong communication skills, especially in client-facing or cross-functional environments
Experience in an agency or multi-client environment
Familiarity with CRM and marketing automation tools
Exposure to financial services or wealth management

Benefits

Comp & perks

Competitive salary and equity package
Generous relocation package to help top talent make the move to the NYC office
Unlimited PTO + paid company holidays
Holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, and dinner if you stay late
Virtual mental health care through Spring Health
Health concierge through Rightway
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP