Savvy Wealth
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Content Marketing Lead
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Savvy Wealth Join to apply for the
Content Marketing Lead
role at
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. 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)
Compensation Range: $140K - $170K Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Marketing, Public Relations, and Writing/Editing Referrals increase your chances of interviewing at Savvy Wealth by 2x Get notified about new Content Specialist jobs in
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Content Marketing Lead
role at
Savvy Wealth Join to apply for the
Content Marketing Lead
role at
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. 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)
Compensation Range: $140K - $170K Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Marketing, Public Relations, and Writing/Editing Referrals increase your chances of interviewing at Savvy Wealth by 2x Get notified about new Content Specialist jobs in
New York, NY . New York, NY $90,000.00-$100,000.00 1 week ago New York City Metropolitan Area $120,000.00-$135,000.00 2 weeks ago New York, NY $225,000.00-$325,000.00 2 weeks ago New York, NY $65,000.00-$116,000.00 2 weeks ago New York, NY $125,000.00-$195,000.00 1 week ago New York, NY $138,000.00-$170,000.00 2 weeks ago Manager, Marketing (L'Oreal Paris Skincare)
New York, NY $98,400.00-$119,170.00 1 week ago New York, NY $33.65-$113,000.00 3 weeks ago Instagram Global Consumer Brand Marketing Manager
New York, NY $150,000.00-$211,000.00 2 weeks ago New York, NY $83,000.00-$119,000.00 1 month ago New York, NY $91,440.00-$152,400.00 4 weeks ago New York City Metropolitan Area $90,000.00-$100,000.00 1 week ago New York City Metropolitan Area $130,000.00-$175,000.00 2 weeks ago New York City Metropolitan Area $165,000.00-$170,000.00 3 weeks ago New York, NY $133,000.00-$190,000.00 2 weeks ago New York City Metropolitan Area $100,000.00-$115,000.00 4 weeks ago Assistant Brand Manager, Integrated Brand Marketing
New York, NY $100,000.00-$135,000.00 1 week ago New York, NY $80,000.00-$95,000.00 3 weeks ago New York, NY $149,000.00-$233,000.00 6 days ago New York, NY $160,000.00-$175,000.00 2 days ago New York, NY $128,000.00-$186,000.00 6 days ago New York, NY $106,000.00-$160,000.00 1 day ago New York, NY $130,000.00-$144,000.00 1 week ago New York, NY $74,300.00-$99,600.00 1 week ago New York, NY $158,000.00-$223,000.00 2 weeks ago New York, NY $72,000.00-$78,000.00 2 days ago New York, NY $225,000.00-$295,000.00 1 week ago Director of Brand Marketing - Color & Conservation
New York, NY $165,000.00-$180,000.00 2 days ago New York, NY $100,000.00-$115,000.00 3 weeks ago New York, NY $150,000.00-$211,000.00 1 week ago New York, NY $150,000.00-$211,000.00 2 weeks ago New York, NY $280,000.00-$350,000.00 1 week ago Director, Brand Strategy - Private Brands
New York City Metropolitan Area $152,400.00-$253,800.00 2 days ago New York, NY $90,000.00-$125,000.00 3 weeks ago New York, NY $200,000.00-$230,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr