Savvy Wealth
About Savvy :
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established a strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role :
We’re seeking a creative, strategic, and execution-oriented Content Marketing Lead to own and scale our content program within our Advisor Marketing function. This role sits at the intersection of storytelling, brand building, and demand generation. You’ll be responsible for shaping our content strategy, managing our editorial calendar, and producing compelling content that resonates with financial advisors, end clients, and industry stakeholders.
The ideal candidate is both a sharp writer and an insightful thinker; someone who’s excited to uncover emerging trends, elevate executive perspectives, and create content that challenges convention in a thoughtful way. This is a highly collaborative role that reports into the Head of Business Development and Strategy and works closely with marketing, sales, product, and company leadership.
Responsibilities :
Lead and execute a multi-channel content strategy spanning blogs, whitepapers, videos, newsletters, executive bylines, and social media
Develop high-impact thought leadership and lead magnets that drive brand authority and qualified leads
Partner closely with brand and demand gen teams to ensure content aligns with campaign goals and brand voice
Write, edit, and manage production of long- and short-form content tailored to advisors, prospects, and industry influencers
Collaborate with company executives to ghostwrite and elevate their voices across earned and owned channels
Maintain a content calendar that supports integrated marketing campaigns and product launches
Stay attuned to industry trends, competitive positioning, and regulatory shifts to inform and inspire content
Optimize content for SEO and conversion, with a focus on performance metrics and ROI
Source and manage freelance or agency resources as needed for scalable production
Support video content development in partnership with design and production teams
Must have : 4-10 years of experience in content marketing, editorial, or communications roles
Exceptional writing, editing, and storytelling skills, with a portfolio that demonstrates clarity, creativity, and business impact
Experience writing for or on behalf of executives, particularly in financial services or B2B industries
Proven track record managing content strategy and execution across multiple channels
Strong research and synthesis skills—the ability to dig into an industry and surface insights that fuel standout content
Ability to collaborate cross-functionally and manage projects from concept through publication
Comfortable operating in a fast-paced, high-growth startup environment
Nice to have : Experience at a high-growth startup or tech-enabled services company
Background in or familiarity with the wealth management, fintech, or RIA industry
Knowledge of SEO best practices and content performance measurement
Experience developing video content, either as a producer or in collaboration with video teams
Additional Information : Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits : Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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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Develop high-impact thought leadership and lead magnets that drive brand authority and qualified leads
Partner closely with brand and demand gen teams to ensure content aligns with campaign goals and brand voice
Write, edit, and manage production of long- and short-form content tailored to advisors, prospects, and industry influencers
Collaborate with company executives to ghostwrite and elevate their voices across earned and owned channels
Maintain a content calendar that supports integrated marketing campaigns and product launches
Stay attuned to industry trends, competitive positioning, and regulatory shifts to inform and inspire content
Optimize content for SEO and conversion, with a focus on performance metrics and ROI
Source and manage freelance or agency resources as needed for scalable production
Support video content development in partnership with design and production teams
Must have : 4-10 years of experience in content marketing, editorial, or communications roles
Exceptional writing, editing, and storytelling skills, with a portfolio that demonstrates clarity, creativity, and business impact
Experience writing for or on behalf of executives, particularly in financial services or B2B industries
Proven track record managing content strategy and execution across multiple channels
Strong research and synthesis skills—the ability to dig into an industry and surface insights that fuel standout content
Ability to collaborate cross-functionally and manage projects from concept through publication
Comfortable operating in a fast-paced, high-growth startup environment
Nice to have : Experience at a high-growth startup or tech-enabled services company
Background in or familiarity with the wealth management, fintech, or RIA industry
Knowledge of SEO best practices and content performance measurement
Experience developing video content, either as a producer or in collaboration with video teams
Additional Information : Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits : Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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)
#J-18808-Ljbffr