Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role:
We’re looking for an experienced Engineering Manager to join our growing team. You’ll play a critical role in building, delivering, and scaling Savvy’s product. This is a hands-on management position: you’ll lead a team of passionate product-focused engineers while also diving into projects, collaborating closely with product, design, and go-to-market teams. You’ll learn how our business works, what our financial advisors and valuable clients need from us, and connect your engineering team’s work directly to business impact.
Responsibilities:
Drive execution & delivery: own technical project management, ensure projects are well scoped, deadlines are met, and quality is high.
Partner closely with our product and design teams to scope project feasibility and estimates.
Be a force multiplier: unblock engineers, help them grow, and maintain a high-performing culture that’s accountable to impact and delivery.
Lead & grow an engineering team (6+ direct reports), providing coaching, feedback, and career development, as well as managing performance, hiring, and when needed, making tough calls.
Wear multiple hats: step into product leadership when needed, meet with customers and prospects, and collaborate cross-functionally with sales, operations, compliance, and leadership.
Shape our engineering culture: help us scale from Series B to beyond, putting the right processes in place without heavy bureaucracy. Make sure your team feels empowered to deliver impact at high velocity.
Must have:
3+ years as an engineering manager at a mid-size, scaling startup (typically Series A–C), managing both technical execution and people (performance, hiring, firing).
Managed a team of at least 4-6+ engineers directly.
Background of 3+ years as a fullstack or backend engineer so that you are strong enough to dive into technical details, guide system design decisions, and mentor your team.
A delivery & execution-focused mindset, with clear awareness of your impact as an engineering leader.
Passion for enabling teams while holding them accountable for execution.
Experience on product-focused teams (shipping user-facing features) vs. solely infrastructure/platform teams.
Excited to grow with Savvy from Series B to later stages.
Nice to have:
Experience leading hybrid teams (we are a mix of in-person + remote across NYC and LatAm time zones).
Fintech or other compliance-heavy industry experience.
Exposure to infrastructure, data, or related technical areas.
Interest in being a future founder. Savvy can expose you to incredible detail on how scaling businesses grow, operate, and break.
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Top Skills
What We Do
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
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