Teams at Savvy Wealth

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 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.

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