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.

Requirements

• - 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

Preferred

• - 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)