Senior Demand Generation Specialist, Savvy

• Bachelor’s degree in Marketing, Business, or related field; MBA or Master’s in Marketing a plus
• 5+ years experience in demand generation or growth marketing, with a proven track record in B2B lead acquisition. Previous experience in fintech or wealth management is highly desirable
• Proficiency in marketing automation tools (e.g., HubSpot, Marketo, Pardot), CRM systems (Salesforce), and analytics platforms (Google Analytics)
• Direct experience running ads on paid advertising platforms (Google Ads, LinkedIn Ads, Facebook Ads)
• Strong data analysis skills; ability to interpret funnel metrics, run A/B tests, and provide data-driven recommendations
• Excellent communication, able to collaborate across Brand, Content, Ops, and Sales teams
• Adaptable, proactive problem solver who can quickly pivot in a high-growth, fast-paced environment
• Strategic thinker who can also execute diligently, balancing short-term performance with long-term brand building

Desirable

• The Senior Demand Generation Specialist for Advisor GTM will be responsible for designing, executing, and optimising multi-channel marketing campaigns aimed at recruiting high-calibre financial advisors
• You will translate Savvy’s ambitious growth targets into concrete demand generation plans, ensuring a steady pipeline of qualified advisors
• Your success will directly impact our ability to sign and transition new advisors at scale, fuel our brand credibility, and help Savvy achieve its next stage of transformative growth
• Design & Launch Advisor-Focused Campaigns: Plan and execute inbound and outbound marketing initiatives across paid search, paid social (LinkedIn, niche advisor forums), content syndication, email, and referral/aggregator platforms
• Lead Flow Ownership: Serve as the “channel owner” with explicit pipeline goals that you will determine with our Head of Advisor Sales. Drive consistent, high-quality leads into the Advisor Growth team’s CRM, ensuring lead routing and follow-up are seamless
• Nurture Program Development: Develop segmented nurture programs that move advisors from initial awareness to readiness to transition their practice
• Winback Program Development: Develop segmented winback and retention nurture programs that re-engage high quality advisor leads who may have turned down Savvy before
• Metrics & Analysis: Monitor channel performance (CPL, CAC, payback period, ROI) daily, pivoting quickly when results deviate from targets
• ROI Accountability: Maintain rigorous analytics to demonstrate how your campaigns meet or beat the company’s payback requirement targets, iterating to achieve performance gains over time
• Collaboration: Work closely with our Brand & Content Marketing Manager to align campaign content, landing pages, and messaging with Savvy’s value proposition for advisors
• Creative Input: Build and provide feedback on ad creatives, copywriting, and marketing assets to ensure they resonate with target advisor segments’ pain points and growth aspirations
• Test & Learn: Champion a culture of experimentation, from ABM pilots to new aggregator partnerships, in order to discover new, scalable demand gen channels
• Continuous Improvement: Evaluate emerging platforms, aggregator networks, or sponsorship opportunities that could further accelerate pipeline growth
• Regular Sync: Coordinate with the Advisor Growth team (Strategic Growth Associates/Managers) to validate lead quality, incorporate feedback from conversations with prospects, and refine ongoing campaigns
• Shared Goals: Align on revenue targets, define qualification criteria, and ensure cross-functional transparency on performance and next steps
• Efficient Spending: Forecast demand generation budget needs, allocate spend effectively across channels, and measure cost-effectiveness
• Vendor & Agency Relationships: Negotiate with agencies or platforms to secure cost efficiencies and maintain accountability for results
• What Success Looks Like
• Steady & Qualified Pipeline: A consistent inflow of high-quality advisor leads in the target AUM segment, meeting monthly pipeline and payback KPIs
• Efficient Spend & ROI: Demonstrable improvement in cost-per-lead and payback period
• Rapid Experimentation & Iteration: Rolling out new campaigns or channels each quarter, with at least one or two new channels proving successful per half-year
• Positive Sales Feedback: Sales teams report increased lead quality, shortened cycles, and a healthy pipeline of engaged advisor prospects