Senior Product Marketing Manager

September 15, 2026

Other Jobs To Apply

About 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

We're looking for a Senior Product Marketing Manager to drive the full-funnel marketing strategy for the advisor journey. This is a true B2B2C role where you will build the narrative and drive adoption across the entire lifecycle from attracting new advisors to the Savvy platform to empowering them to deliver exceptional client experiences powered by Savvy Intelligence, our flagship AI product.

You will play a core role in scaling our advisor recruitment marketing engine, driving the go-to-market for Savvy Intelligence, and owning future product launches. The ideal candidate is a technically fluent, full-stack marketer who thrives on turning a powerful AI platform into a simple, compelling story and who understands how to market technology products that change the way professionals work.

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.
Create scalable content and GTM frameworks that can be reused across future product launches.

Cross-functional:

Partner with Product, Sales, and Client Success to develop sales enablement resources (pitch decks, one-pagers, battle cards, demo narratives) that clearly communicate the Savvy Intelligence value proposition.
Lead key launch moments that build Savvy's credibility as a technology-first wealth management platform.

Must have:

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

Nice 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 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)

Compensation (from employer):
$165K – $200K • Offers Equity

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...