Jobs at Savvy Wealth

Lead design and delivery of complex product and platform systems, champion AI tooling, set engineering patterns and standards, drive architectural decisions, mentor engineers, partner with Product and Design, and work with customers to inform product decisions.

Build and ship advisor-facing and platform features across the stack, using AI-assisted development. Own end-to-end delivery: scoping, implementation, testing, production deployment, and iteration. Collaborate with Product, Design, Data, and customers (financial advisors) to deliver high-impact, production-quality software.

The Senior Product Manager identifies market opportunities, leads product strategy, and coordinates projects with engineering and design teams to deliver innovative software solutions.

The Manager, Strategic Growth will lead a remote team of Strategic Growth Associates focused on recruiting financial advisors. Responsibilities include team management, optimization of recruitment strategies, and working with leadership to enhance the sales cycle.

Lead design and delivery of complex product and platform features, establish engineering patterns, drive architecture and system design, mentor engineers, apply AI tooling to accelerate development, partner with Product/Design, and work with customers to inform building decisions.

The Senior Product Designer leads the end-to-end client experience design, creating intuitive financial interfaces, optimizing for service and using AI to enhance products through research and collaboration.

The Senior Revenue Operations Manager will lead operations for the sales team, focusing on pipeline governance, CRM data hygiene, analytics, and tool assessments, particularly with AI-native solutions.

The Legal & Compliance Senior Associate supports legal and regulatory obligations through contract management, compliance monitoring, and policy implementation. This role requires strong attention to legal detail and regulatory judgment.

The GM will manage Savvy's Investment Platform, driving product adoption, revenue growth, and operational efficiency by leveraging AI and cross-functional collaboration.

The Accounting Manager will manage daily accounting operations, oversee month-end close processes, and implement AI tools for automation while preparing for audits.

The Client Marketing Associate executes and optimizes marketing campaigns for financial advisors, managing advisor relationships and leveraging AI tools to enhance efficiency and campaign performance.

The Investment Operations & Trading Associate will manage daily trading and portfolio management, ensure operational excellence, and drive adoption of the SWIM platform.

Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.

The Director of Revenue Operations will lead GTM strategy, manage revenue forecasting, oversee tech stack governance, and enhance post-sales processes.

The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.

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

The Advisor Onboarding Manager will oversee the onboarding process for financial advisors, ensuring effective implementation and customer satisfaction while driving revenue results through rapid advisor activation.

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.