Savvy Product Marketing role at Savvy focused on launching a new AI-driven product for wealth management firms. Responsible for defining go-to-market narrative, positioning, target customers, and proving product effectiveness.
Responsibilities
Wealth management firms spend 50–60% of their revenue on people and less than 10% on technology. Much of that headcount sits in the back office: client service, investment operations, and custodial operations. These teams run workflows that are manual, largely undocumented, and hard to scale. We've spent the last few years building AI to run these workflows inside our own firm. Now we're bringing that product to market for enterprise RIAs and wealth firms. We deploy directly into each firm's existing systems and measure success by the operating hours we return and the improvement in EBITDA margin.
We're hiring a product marketer to own the go-to-market narrative for this product as we launch it as a new, standalone offering. You'll be the first marketer dedicated to it. You'll define how we position it, who we sell it to, and how we prove it works. You'll partner directly with Product, our forward-deployed engineers, and the sales team. The product is being built alongside our design partners, so you'll shape the story as it takes form and turn early customer results into the proof that wins the next deal.
Own positioning and messaging for the AI product: the core narrative, value proposition, and competitive differentiation against front-office AI tools, horizontal AI platforms, and in-house builds
Develop messaging for each buyer we sell to (COOs, CFOs, heads of operations) that translates AI capabilities into the outcomes they care about: operating efficiency, headcount leverage, and EBITDA margin
Lead the GTM strategy and launch for the product as a standalone offering, including brand direction and the key launch moments that establish us in the market
Build the sales enablement toolkit our team needs to land design partners and enterprise customers, including pitch decks, one-pagers, battle cards, demo narratives, and ROI frameworks
Partner with our deployment team to capture results from every design partner engagement and turn them into case studies, ROI proof points, and co-marketing programs
Own market and competitive intelligence: track how the category is evolving, feed customer and competitive insights back to Product, and provide input on packaging and pricing
Drive content and thought leadership that builds credibility with enterprise buyers, including thought leadership, industry media, conferences, and executive events
Qualification
Comfortable with ambiguityBackground in wealth management
Required
7+ years of product marketing experience, with a strong background in AI Native, B2B SaaS or technology platforms
A proven track record of building positioning, messaging, and GTM strategies for new products, AI, automation, or workflow tools
Experience marketing to enterprise buyers with long sales cycles and six- or seven-figure contract values
Ability to turn complex technical capabilities into clear, credible narratives for non-technical executives
Demonstrated expertise building sales enablement tools (pitch decks, battle cards, demo scripts) that sales teams actually use
Comfortable with ambiguity: you can build a plan and ship work while the product and ICP are still taking shape
Hands-on with AI tools to automate and scale your own work, and credible when talking about what AI can and can't do in an operational setting
Preferred
Background in wealth management, fintech, or financial services
Experience launching a new product line or 0-to-1 offering inside a high-growth company
