Savvy Wealth Benefits Overview

Own Savvy’s enablement engine for Sales and Operations by designing onboarding, ramp, recurring training, certifications, coaching, and performance interventions. Partner with leaders and subject-matter experts to translate complex products and processes into engaging, practical learning. Diagnose capability gaps, measure ramp and productivity outcomes, build scalable knowledge systems, and use AI to personalize simulations, coaching, and learning content.

Lead marketing for Savvy Wealth Investment Management, developing strategies to productize investment services for advisors and clients, and creating essential sales tools.

Leads multiple product engineering teams across Savvy’s product lines, including its advisor-facing AI platform. Owns engineering strategy, execution, architecture, organizational design, staffing, technical quality, and delivery accountability. Partners with Product and Design to prioritize investments, guide system design, resolve dependencies, and connect engineering decisions to customer and business outcomes. Provides hands-on technical leadership through code reviews, prototypes, debugging, and AI implementation guidance while developing engineering leaders and scaling the organization.