The Strategic Growth Manager drives net-new revenue by selling Savvy's value proposition to top financial advisors, enhancing client experiences and streamlining operations.

Provide operational support for wealth managers, enhance client relations, improve procedures, assist with compliance, and maintain client data.

Lead and scale the Advisor Success organization, ensuring an exceptional advisor experience. Collaborate cross-functionally to drive satisfaction, retention, and growth through effective engagement and systems.

The Marketing Campaign Manager will execute multi-channel marketing campaigns, manage marketing budgets, collaborate with financial advisors, and analyze campaign performance for Savvy's growth.

Own the complete product development lifecycle, writing high-quality code, collaborating cross-functionally, and designing scalable applications for clients and advisors.

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.

The Senior Strategic Growth Associate will recruit top financial advisors, using digital and phone outreach, lead qualification, and CRM management to build a candidate pipeline.

The Marketing Campaign Specialist executes multi-channel marketing campaigns, manages budgets, analyzes performance, and collaborates with financial advisors to enhance their marketing efforts.

The Advisor Activation Manager will oversee the onboarding process for financial advisors, ensuring a smooth transition to Savvy, training users, and facilitating communication between teams to drive revenue quickly.

The Onboarding Manager will own the advisor onboarding journey, ensuring a seamless process while optimizing early adoption and driving revenue results. Responsibilities include training, communication, and monitoring advisor transitions.

The Senior Technical Recruiter will lead full-cycle recruitment for technical roles, develop sourcing strategies, and improve recruiting processes while partnering with technical leaders to attract top talent.

The Senior Product Marketing Manager will develop marketing strategies to attract advisors to the Savvy platform and support product launches, requiring strong messaging and cross-functional collaboration.

The Controller will oversee accounting and compliance, ensuring accurate financial reporting and regulatory adherence while driving scalable processes in a growth-focused environment.

As an Investment Operations Associate, you'll manage daily trading and portfolio tasks, ensuring efficient operations and advisor support for Savvy's investment platform.

The Senior IT Operations Specialist will manage IT support, SaaS platforms, and optimize processes while ensuring seamless operations for employees and financial advisors.

Lead a team of engineers to deliver Savvy's product, ensuring project execution, performance management, and collaboration with cross-functional teams while shaping engineering culture.