Role description
SavvyAbout 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)
Benefits are available to full-time employees