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Client Marketing Associate

Savvy Wealth
New York$83k–102k/yrHybrid1mo ago
Employment
Full-time
Seniority
Junior

About the role

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 w

Read the full description on the original posting.

Perks & benefits

  • 401k
  • Vision Insurance
  • Unlimited Vacation
  • Paid Time Off
  • Equity Compensation

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