Marketing Manager responsible for directing marketing campaigns for Savvy's financial advisors. Collaborating on strategies and measuring campaign success for a modern wealth management platform.
Responsibilities
Transform advisor requests into meaningful, multi-channel marketing campaigns aimed at winning new clients.
Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources.
Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events.
Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives.
Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement.
Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals.
Maintain detailed records of campaign performance and budget utilization.
Work closely with your internal marketing colleagues and the operations team to align on overall strategy and objectives.
Requirements
Bachelor’s degree in Marketing, Business, Communications, or a related field.
3-5 years of experience in a marketing role, preferably within a financial services or start-up
Strong understanding of various marketing channels, including digital, social media, email, and events.
Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools.
Excellent organizational skills and attention to detail.
Strong analytical skills with the ability to measure and report on campaign performance.
Exceptional communication and interpersonal skills.
Ability to manage multiple projects simultaneously and meet deadlines.
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), vision related benefits (XP 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)
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