Client Marketing Associate

New York, USA (Hybrid)

$83K/yr – $102K/yrMid Level2+ years expFull time

Posted 1 day ago

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Original Job Description

Savvy Wealth logo

Savvy Wealth

Glassdoor
0.0

➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Marketing team
34
Employees
187
Headquarters
New York, New York, USA
Founded
2021

Employee Sentiment

Overall Rating
0 / 5
Recommend to a Friend
0%
Source: Glassdoor

Traffic Signals

Monthly Visitors
22.3K
Monthly Google Ads Budget
$19.5K
Traffic Source Mix
Search
35.1%
Direct
56.4%
Referral
5.4%
Social
1.7%
Paid
1.3%

Headcount Trend

Current headcount: ~188

Marketing Team

Marketing Team Size
30 (16% of company)
Median Career Experience
9 years
Median Tenure
1.5 years
Marketing Roles Posted (Last 30 Days)
1

People

Marketing Leadership

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Funding

Total Funding
$105.8M
Last Raise
9 months ago
Last Raise Amount
$72.0M
  • 2025-07-02
    Series B • $72.0M
  • 2024-08-05
    Series A • $15.5M
  • 2022-11-10
    Series A • $11.0M

Recent News

InvestmentNews
Advisor moves: Savvy hits 100-advisor milestone on Commonwealth recruitment hat trick
Nov 6, 2025
Pulse 2.0
Savvy Advisors Recruits Three Former Commonwealth Teams And Nears $4 Billion In AUM
Nov 6, 2025
Business Wire
Savvy Advisors Recruits 3 Teams From Commonwealth, Announces New Class of Advisors
Nov 6, 2025