Jobs at Savvy Wealth

Serve as the investment strategy resource for financial advisors by evaluating portfolios, identifying opportunities, building tax-aware proposals, and supporting client meetings. Manage account implementation from proposal through investment, including transition plans, trades, and model assignments. Explain investment strategies, markets, and portfolio positioning; train advisor groups; create educational materials; and partner with technology, marketing, and operations teams to improve workflows using AI and automation.

Owns revenue operations for the sales organization, including Salesforce administration, CRM governance, pipeline analytics, lead routing, territory design, data quality, AI-native GTM tool evaluation, call coaching systems, and sales reporting. Partners closely with sales, marketing operations, and finance to improve processes, maintain accurate data, and scale the go-to-market infrastructure.

Leads and scales the Advisor Implementation function, overseeing advisor transitions onto Savvy’s platform. Responsibilities include hiring and managing teams, developing enterprise and mid-market implementation motions, coordinating cross-functional deployment workstreams, defining KPIs and capacity models, partnering with Growth on complex deals, improving handoffs, and applying AI and automation to reduce manual work. Serves as the senior escalation point for high-stakes implementations and drives advisor enablement and adoption.

Leads and scales Savvy’s advisor onboarding function, overseeing enterprise and emerging-advisor implementations from contract signing through transition to Client Experience. Responsibilities include team leadership, deployment playbooks, advisor enablement, cross-functional program coordination, onboarding KPIs, capacity planning, sales partnership, handoff design, AI automation, and executive escalations.

Lead three engineering teams building an AI-powered wealth management platform. Responsibilities include delivery ownership, engineering coaching, hiring, technical quality, architecture, code review, AI tooling adoption, and cross-functional collaboration with Product and Design. The role manages a remote LATAM team while working in person at the NYC headquarters and requires strong full-stack or platform engineering expertise.

Own Savvy’s end-to-end financial and operational data architecture, including centralized modeling, governance, metric definitions, data quality, reconciliation, reporting automation, and self-service BI adoption. Partner with finance, operations, compliance, engineering, and executives to establish durable data systems and technical direction. Help shape and scale the company’s data function and potentially build an early-stage team.

Lead complex onboarding and advisor transitions from planning through post-join asset transition. Coordinate Compliance, Legal, IT, Client Service, Product, and Marketing teams; train advisors; monitor progress and risks; accelerate revenue; and improve scalable onboarding processes through playbooks, templates, and cross-functional process enhancements.

Own complex advisor book transitions from planning through account transfers and handoff, including repapering, ACATs, NIGO resolution, QA, and custodian coordination. Allocate onboarding work, monitor portfolio health, resolve escalations, coach transition specialists, and support the onboarding manager. Maintain playbooks, improve processes, build AI-enabled automations, report risks, and lead pre-go-live planning with advisors, sales, and product teams.

Build and ship large product initiatives for financial advisors and clients. Responsibilities include owning the end-to-end development lifecycle, writing production-ready and maintainable code, and collaborating with product, design, and business teams. The role requires full-stack web development expertise, knowledge of authentication, authorization, caching, background processing, API design, and SQL databases. Fintech experience and familiarity with modern development, CI/CD, infrastructure, and observability tools are preferred.

Own Platform Services’ operating rhythm, planning, metrics, and cross-functional initiatives. Lead quarterly planning, capacity modeling, documentation, workflow improvements, and Advisor Success support. Identify repetitive work and use AI, automation, data, and process redesign to improve efficiency and scale. Build analyses and reporting to guide prioritization, resourcing, and operational decisions in a fast-growing environment.

Own a product area end to end, including customer discovery, vision, roadmap, prototyping, execution, launch, adoption, and business outcomes. Lead cross-functional teams across engineering, design, data, sales, marketing, and operations. Define metrics, write clear specifications, understand AI product development, and connect product decisions to pricing, unit economics, and go-to-market strategy.

Own go-to-market strategy for a new AI workflow product serving enterprise wealth management firms. Responsibilities include positioning, messaging, launches, buyer-specific narratives, sales enablement, competitive intelligence, customer proof points, case studies, thought leadership, and pricing input. The role partners closely with Product, deployment engineers, sales, and design partners to establish the product category and drive enterprise adoption.

Own Savvy’s finance systems, data integrity, reconciliation workflows, reporting automation, and financial controls. The role connects CRM, billing, CPQ, commissions, payments, custodian, and ERP data; builds dashboards and automation using AI, scripting, SQL, and spreadsheets; improves revenue and cash-flow visibility; documents architecture and controls; supports audits; and partners with Data on requirements and deployments. This is an individual contributor role requiring strong finance operations, systems integration, analytical, and automation expertise.

Leads and develops Savvy’s Strategic Growth Managers, driving revenue performance, sales strategy, forecasting, pipeline health, hiring, coaching, and accountability. Partners with executive, marketing, SDR, product, and operations teams to improve acquisition and conversion. Supports complex negotiations, refines sales playbooks, and advises leadership on growth initiatives in a fast-paced, high-growth environment.

Own full-cycle recruiting searches across GTM, Operations, and G&A, from intake through offer and close. Build targeted sourcing pipelines, conduct candidate screens, advise hiring managers on talent markets and hiring decisions, manage interview processes, and guide offers. Use AI tools, pipeline data, and Ashby to improve recruiting workflows, reporting, employer branding, structured interviewing, referrals, and candidate experience.

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

Lead complex enterprise and high-AUM advisor transitions from signing through post-join asset transition. Coordinate Compliance, Legal, IT, Client Service, Product, and Operations; deliver advisor training; accelerate revenue; monitor risks; and ensure smooth client account transitions. Build scalable playbooks, track onboarding performance, improve processes, and serve as a senior resource for the onboarding team.

Manages the operational backbone of Savvy’s advisory business, including account billing, reporting-system data integrity, custodian relationships, advisor transitions, system unlocks, and process improvements. The role identifies AI and automation opportunities, oversees wealth-management platforms, coordinates special projects, and collaborates with Product, Engineering, Design, Compliance, and Advisory teams to improve operational efficiency and support advisors and end clients.

Leads revenue accounting, accounts receivable, financial reporting, revenue recognition, commissions, and month-end close for a high-growth fintech and registered investment advisor. The role manages ASC 606 and ASC 326 compliance, custodian cash application, revenue share payments, SEC and FINRA reporting, audit coordination, accounting systems initiatives, and process documentation. It also serves as the organization’s subject matter expert for revenue and accounts receivable accounting.

Sources and recruits financial advisors and wealth managers through digital outreach, cold calling, email, and social media. Qualifies prospects, conducts discovery conversations, researches target companies, maintains CRM records, monitors industry trends, and supports recruiting strategy development. The role builds and manages a pipeline of advisor candidates aligned with Savvy Wealth’s growth objectives and values.