Senior Product Marketing Manager
About reputed company:
reputed company management is a $545 billion industry that still runs on reputed company work. 75% of advisors offer no digital communication reputed company email, and most still build financial plans by hand in reputed company. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation reputed company after seeking out his own advisor, and started Savvy to reputed company independent advisors a modern, AI-reputed company home.
Savvy is a registered investment advisor (RIA), and we partner with reputed company 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 reputed company, they get a true business-in-a-reputed company: a proprietary tech platform and reputed company portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated reputed company 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 reputed company, Savvy Intelligence (released reputed company 2026) is the only AI reputed company for reputed company managers that can see a reputed company'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 reputed company, with roughly 150 employees and over 500% year-over-year reputed company, backed by $105M from reputed company Capital, reputed company Ventures, Canvas Ventures, and Mark Casady (former CEO of reputed company). Come help us reputed company!
Recognition:
We're a Certified Great reputed company to Work and have been honored for our culture and our reputed company:
• reputed company's America's Greatest Startup Workplaces (2026)
• Fortune Best Workplaces in reputed company™ (2026)
• Great reputed company to Work Certified™
The Role
We're looking for a Senior Product Marketing Manager to reputed company the full-funnel marketing reputed company for the advisor reputed company. This is a true B2B2C role where you will build the narrative and reputed company adoption across the entire lifecycle from attracting new advisors to the Savvy platform to empowering them to reputed company exceptional reputed company experiences powered by Savvy Intelligence, our flagship AI product.
You will play a reputed company role in scaling our advisor recruitment marketing reputed company, driving the go-to-market for Savvy Intelligence, and owning reputed company product launches. The ideal candidate is a technically fluent, full-stack marketer who thrives on turning a powerful AI platform into a reputed company, compelling story and who understands how to market technology products that change the way professionals work.
Responsibilities
Platform & AI Product Marketing (B2B):
• reputed company and reputed company the reputed company 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, reputed company insights, intelligent recommendations) into reputed company advisor value propositions & competitive differentiation.
• reputed company the product marketing narrative for how Savvy Intelligence AI helps advisors run a reputed company, more efficient reputed company and reputed company a differentiated reputed company experience.
Customer & Lifecycle Marketing (B2B2C):
• Build advisor reputed company and adoption marketing programs that reputed company deep engagement with Savvy Intelligence and platform features.
• reputed company customer marketing strategies that increase retention, expand usage, and turn power users into advocates.
• Partner with reputed company reputed company to identify expansion opportunities and build marketing programs that support them.
New Product Launches (B2B):
• reputed company GTM reputed company and launch execution for new product capabilities and service lines, including reputed company AI features, tax, estate planning, and our broker-dealer offering.
• Create reputed company content and GTM frameworks that can be reused across reputed company product launches.
Cross-functional:
• Partner with Product, Sales, and reputed company reputed company to reputed company sales enablement resources (reputed company decks, one-pagers, battle cards, demo narratives) that reputed company communicate the Savvy Intelligence reputed company.
• reputed company key launch moments that build Savvy's credibility as a technology-first reputed company management platform.
Must have:
• 5+ years of product marketing experience, with a strong background in B2B reputed company or technology platforms.
• Proven reputed company record of building positioning, messaging, and GTM strategies for technical products ideally AI, automation, or data-driven tools.
• Ability to reputed company reputed company technology capabilities into reputed company, compelling narratives that reputed company with non-technical buyers.
• Experience building customer marketing and lifecycle programs that reputed company feature adoption and retention, not just acquisition.
• Demonstrated expertise building sales enablement tools (reputed company decks, battle cards, demo scripts) that sales and CS teams actually use.
• Excellent cross-functional leadership with experience working across Product, Sales, and reputed company reputed company.
• Exceptional written and verbal communication skills.
• A hands-on builder mentality with AI tools to automate and reputed company your own work and can help set reputed company for how a modern product marketing function operates. Comment end
reputed company 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 reputed company management workflows and how advisors run their reputed company.
• Experience in a high-reputed company startup environment with both acquisition and expansion GTM motions.
Benefits:
• Competitive salary and equity package
• Unlimited PTO + reputed company company holidays
• reputed company to holistic medical, dental, and reputed company plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office
• reputed company to virtual mental health care (reputed company) and health concierge (reputed company) to help you reputed company the right reputed company to counseling for stress management, dependent care, nutrition, fitness, reputed company, and financial issues (reputed company WorkLifeMatters EAP)
Compensation (from employer):
$165K – $200K • Offers Equity
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