Client Marketing Associate

NYC Office · Remotefull timeRemote

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entry

$83k–$102k

H1B: yes

Savvy The Client Marketing Associate leads marketing strategy and execution for a portfolio of financial advisor clients. They manage multiple advisor relationships and leverage AI tools to enhance campaign efficiency across channels like email, social, digital, and events.

Responsibilities

The Client Marketing Associate acts as the dedicated marketing lead for a portfolio of advisors, owning their marketing strategy and execution end to end, to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events.
Own marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each.
Lead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns
Execute marketing initiatives across channels including email, social, digital, and events
Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency
Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts
Track campaign performance and budget, reporting results and identifying opportunities to improve efficiency
Monitor timelines and ensure campaigns are launched accurately and on schedule
Own the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results.
Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Qualification

Bachelor’s degree in MarketingComfort operating in a client-facingStrong communication skillsExecution FocusStructured ThinkingOwnershipAI FluencyAdaptability

Required

Bachelor’s degree in Marketing, Business, Communications, or a related field.
2-5 years leading marketing strategy and content for clients or accounts
Experience presenting to and managing relationships with clients or senior stakeholders
Comfort operating in a client-facing, multi-account environment (agency-style or similar)
Experience executing campaigns across one or more channels (email, social, paid, events, etc.)
Strong organizational skills and ability to manage multiple projects simultaneously
Ability to use data to track performance, identify issues, and recommend improvements
Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution
Strong communication skills, especially in client-facing or cross-functional environments

Preferred

Experience in an agency or multi-client environment
Familiarity with CRM and marketing automation tools
Exposure to financial services or wealth management
Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
Structured Thinking: Can break down ambiguous requests into clear next steps
Ownership: Takes responsibility for outcomes and follows through without constant direction
AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow
Adaptability: Comfortable managing multiple priorities and shifting timelines

Benefits

Dental
Vision
401(k)
PTO
Equity/RSU
Wellness

Company

Savvy

View company page

Source: ashby

Active within the past hour

Remote-friendly

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Must-Have Skills for This Role

AI toolsemail marketingsocial mediadigital marketingevent marketing

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