Jobs at Savvy Wealth

Own the full consultative sales process for recruiting high-producing financial advisors to Savvy. Partner with SDRs, qualify prospects, identify business needs, deliver platform presentations, customize pricing and compensation proposals, manage complex deals, maintain sales activity in internal tools, and report pipeline forecasts to leadership. The role carries quota, involves $200K–$1M+ ARR deals, and requires influencing senior decision-makers through significant business transitions.

Own full-cycle technical recruiting for Engineering, Product, and Design roles. Build outbound pipelines, conduct structured screens, manage interview processes, partner with hiring managers, support compensation and closing conversations, track recruiting KPIs, maintain ATS data quality, and contribute to sourcing, employer branding, referrals, interviewing, and process-improvement initiatives.

Build Savvy’s People Business Partner function by advising leaders on performance, talent management, organizational effectiveness, employee relations, compensation, workforce planning, and manager development. Diagnose organizational risks using employee feedback and people data, coach managers through difficult situations, support reorganizations and leadership transitions, and drive consistent execution of core People programs in a fast-growing fintech environment.

Own Savvy’s AWS and EKS cloud platform, including cluster architecture, networking, IAM, infrastructure as code, CI/CD, observability, costs, and deployment standards. Operate PostgreSQL, Redis, and background job systems in production, improving reliability, incident response, upgrades, failover, and capacity. Build internal platform tooling, support infrastructure for coding agents and LLM workloads, audit inherited systems, and mentor engineers. The role sets long-term technical direction while enabling product engineers to ship safely and efficiently.

Provide high-touch IT support for employees and external advisors across macOS and Windows. Manage Google Workspace administration, SaaS platforms, identity and access, device provisioning/MDM, DNS and email authentication, office networking/AV, and IT vendor relationships. Lead advisor migrations, document runbooks in Notion, automate lifecycle processes, and act as escalation for technical issues while maintaining SLAs and strong stakeholder communication.

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.

Lead product strategy and roadmap development at a high-growth fintech startup. Identify market opportunities, conduct customer and market research, define product requirements and success metrics, and partner with engineering, design, and business teams to deliver products end to end. Own prioritization, execution, messaging, measurement, and cross-functional alignment while helping expand Savvy’s wealth management platform and AI-powered offerings.

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

Lead three engineering teams to deliver product and platform work where AI meets fiduciary advice. Own delivery health, coach and grow engineers, drive hiring, review complex code and architecture, champion AI tooling, and partner with Product and Design to de-risk ambiguous projects while managing a hybrid NYC in-person and LATAM remote team.

Provide day-to-day operational and administrative support to multiple advisors, executing client requests, onboarding, investment transactions, billing, and reporting. Maintain client data in Salesforce and ensure compliance while improving internal procedures and collaborating with Product and Operations to shape Savvy's client servicing function.

Support Savvy's centralized investment platform by managing account and custodian setup, SMA onboarding, trade-permission reviews, trade-error processing, alternative-investment operations, reconciliations, audits, and platform maintenance. Collaborate with Trading, Client Service, Billing, Compliance, and external partners. Operate and improve internal automation and AI tools and help develop procedures and controls to meet FINRA/SEC requirements.

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.

Lead product discovery, strategy, and execution for advisor-facing features in a high-growth fintech. Identify market opportunities, build roadmaps, write specs, run experiments, partner with engineering and design, and measure product success with metrics and customer feedback.

Lead and scale an embedded Client Marketing team supporting financial advisors. Own strategic planning, capacity and performance systems, campaign quality and playbooks, paid media program strategy and budgets, cross-functional partnerships, and drive AI and automation adoption to grow advisor businesses while maintaining service quality.

Lead and scale the Client Marketing team by building repeatable, AI-leveraged playbooks, templates, and agentic workflows. Own operating model, tooling evaluation, data instrumentation, cross-functional partnerships, and metrics to drive AUM-per-marketer efficiency while maintaining service quality and representing marketing to top prospects.

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 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.