Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
This is a unique opportunity to build the People Business Partner function from the ground up at a high-growth fintech company. As Savvy scales, our managers need a trusted advisor who can shape how we make talent decisions, design organizations, and develop stronger people managers. As our first dedicated PBP, you'll partner directly with business leaders across the org, bringing sound judgment to performance management, talent planning, and manager coaching at a moment when the volume and complexity of these decisions is growing fast. Your work will directly shape how consistently and well Savvy builds high-performing teams as we scale.
Responsibilities:Build trusted, credible partnerships with assigned business leaders and managers, advising on team health, performance, organizational effectiveness, and employee issues
Raise the quality and consistency of performance and talent management, including calibration, promotions, succession planning, compensation decisions, and performance improvement plans
Coach managers through difficult conversations, team dynamics, feedback, delegation, and accountability, and identify capability gaps that need to be solved more broadly
Proactively diagnose organizational risk by using employee feedback, performance data, and direct observation to flag issues before they escalate, reducing regrettable attrition
Drive consistent execution of core People programs, including performance reviews, talent planning, engagement initiatives, and workforce planning
Support reorganizations, employee relations investigations, retention strategy, leadership transitions, and compensation discussions as needed
Use people data and reporting to spot trends in performance, engagement, and retention, and bring that evidence to leaders to inform decisions
Experience as an HR/People Business Partner supporting business leaders and managers, ideally at a fast-growing startup
Strong business and organizational judgment; able to distinguish a people problem from a performance, org design, or operating problem, and make sound calls with incomplete information
A track record of building credibility with leaders quickly, including comfort delivering difficult feedback and influencing decisions without relying on authority
A high talent bar and comfort making clear calls on performance, potential, succession, and organizational needs, balancing empathy with accountability
A bias toward proactively identifying issues and driving them to resolution rather than just administering process
Comfort operating in a fast-moving, ambiguous environment, moving fluidly between strategic and tactical work
Fluent with AI tools for research and decision support; knows when to trust AI output versus verify it, and stays current on what's newly possible
Experience leading or supporting reorganizations, workforce planning, or leadership transitions
Experience supporting both in person and remote teams
Familiarity with compensation philosophy, promotion frameworks, and internal equity analysis
Experience in fintech or another highly regulated industry
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) 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)
Skills Required
- Experience as an HR or People Business Partner supporting business leaders and managers, ideally at a fast-growing startup
- Strong business and organizational judgment, including distinguishing people, performance, organizational design, and operating problems
- Track record of building credibility with leaders quickly and influencing decisions without relying on authority
- Comfort delivering difficult feedback and making clear decisions regarding performance, potential, succession, and organizational needs
- Bias toward proactively identifying issues and driving them to resolution
- Ability to operate in a fast-moving, ambiguous environment while handling strategic and tactical work
- Fluency with AI tools for research and decision support, including verifying AI output
- Experience leading or supporting reorganizations, workforce planning, or leadership transitions
- Experience supporting both in-person and remote teams
- Familiarity with compensation philosophy, promotion frameworks, and internal equity analysis
- Experience in fintech or another highly regulated industry
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!
Gallery
