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). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!
The Role:
As a Senior Product Designer at Savvy you'll take on one of the most complex and rewarding challenges in fintech: reimagining financial infrastructure, evolving our system of record, and innovating on an ideal advisor-powered client experience. You'll own the workflows where our platform meets legacy financial systems, and it will be your responsibility to challenge assumptions. This role is for a designer who thrives at the intersection of systems thinking, user empathy, and service design.
This is a high-ownership, high-impact role. You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors.
The ideal candidate is a systems thinker who thrives in ambiguity, understands complex service environments, and is excited to push the craft forward, especially by integrating AI into their design workflows.
Responsibilities:
Design complex end-to-end experiences
Partner with Product Management and own major initiatives from research and discovery through high-fidelity execution and launch
Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.
Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind.
Identify opportunities where AI can meaningfully enhance the product experience.
Bring human signals into the product
Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.
Prioritize advisor presence, personalization, and clarity during moments of uncertainty or risk.
Apply and evolve design patterns thoughtfully
Leverage Savvy’s design system and established interaction patterns to create cohesive experiences.
Extend or adapt patterns when complex workflows or AI-driven features require clearer or more innovative solutions.
Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.
Research and discovery
Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc).
Translate research insights into clear product recommendations and design decisions.
Partner with product and engineering to define scope and priorities.
Embrace and evolve our culture
Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.
Share learnings, tools, and AI-driven workflows that elevate the broader design and product team.
Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.
Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.
Must Have:
You have 5-7 years of experience in product design, preferably in a fast-paced startup environment.
You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences
You have experience designing complex systems or service-oriented products with multiple user types
You are an owner, have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.
You pride yourself in strong interaction design, systems thinking, and information architecture skills
You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.
You love backing your work with research, knowing that research pays dividends in translating insights into product decisions
You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.
You are a team player who’s excited to shape the future of wealth management
Nice to Have:
Experience designing in fintech, wealth management, or other high-trust, high-stakes domains
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)
Skills Required
- 5-7 years of experience in product design
- Experience designing complex systems or service-oriented products
- Strong interaction design, brand, and information architecture skills
- Communicator skilled at synthesizing complexity and driving decisions
- Experience in fast-paced, ambiguous environments
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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