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™
Savvy is hiring our first dedicated infrastructure engineer. Our platform runs on AWS, EKS, and OpenTofu, and we've built it with product engineers who picked up infrastructure work alongside shipping features. That got us here. Going forward we want someone who has run production infrastructure for years, can look hard at the decisions we've made, and set the direction from here.
You'll own the cloud platform: cluster architecture, networking, IAM, cost, IaC standards, CI/CD, observability, and the operational side of Postgres, Redis, and our background job tiers. You'll set the deploy contract and the standards that 35+ engineers build within, and you'll be the person who decides what our infrastructure looks like in a year.
The other half of the job is enablement. We're running coding agents across the engineering org and building the infrastructure to support them, which means compute, isolation, and observability problems that don't have settled answers yet. You'll work directly with product engineers on the problems in front of them rather than from behind a ticket queue.
Responsibilities:Own the platform: Set architecture and technical direction for our AWS and EKS footprint, including cluster topology, networking, IAM boundaries, and cost.
Audit and course-correct: Review what we've built, identify what won't hold, and sequence the remediation against a team that has to keep shipping.
Set the standards: Define our OpenTofu module structure, state management, deploy contract, and the patterns every engineer works within.
Raise our operational bar: Build out SLOs, alerting that means something, incident response, and on-call practice.
Run our stateful systems: Own Postgres, Redis, and job processing in production, including upgrades, failover, and capacity.
Build the paved road: Ship the tooling and internal services that make the platform easy for product engineers to use correctly.
Support agent infrastructure: Help design and run the compute layer for our coding agents and LLM workloads.
Mentor: Grow the engineers on the team who've been doing infrastructure work part-time into stronger operators.
Production Kubernetes ownership: 3+ years as the escalation point for a cluster you owned, including upgrades, control plane, networking, and incidents. Deploying to a cluster someone else runs isn't the same job.
Experience inheriting infrastructure: You've taken over someone else's platform, formed a view on what to keep and what to replace, and executed it without stopping the business.
Small team, real consequences: You've worked on an infrastructure team of five or fewer where mistakes cost money, customers, or compliance standing. You couldn't specialize and you didn't have anyone to escalate to.
You build software: A controller, a CLI, a deploy system, an internal service, something other engineers depended on. Infrastructure work here is engineering, and IaC is one of the tools.
Terraform or OpenTofu depth: Module design, state management, and a real answer for drift.
Stateful systems in production: Postgres specifically, including connection management, upgrades, and failover.
CI/CD and observability as a practice: Not just standing up the tools, but making the signal useful.
Fluent with agentic coding tools: You use Claude Code, Codex, or similar in your own work, and you have opinions about what infrastructure for LLM and agent workloads should look like.
Experience operating Rails, Sidekiq, or another stateful monolithic application (Django, Java, and similar all count).
Fintech or regulated-industry background: financial services, wealth management, or compliance-constrained infrastructure.
Experience migrating off a managed PaaS onto self-managed infrastructure.
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
- 3+ years owning production Kubernetes clusters, including upgrades, control plane, networking, and incident escalation
- Experience inheriting an existing infrastructure platform, evaluating it, and executing remediation without disrupting the business
- Experience working on an infrastructure team of five or fewer with significant operational consequences
- Ability to build software such as controllers, CLIs, deployment systems, or internal services
- Deep Terraform or OpenTofu experience, including module design, state management, and infrastructure drift management
- Production experience operating PostgreSQL, including connection management, upgrades, and failover
- Practical CI/CD and observability experience focused on meaningful operational signals
- Fluency with agentic coding tools such as Claude Code, Codex, or similar
- Experience operating Rails, Sidekiq, or another stateful monolithic application
- Fintech or regulated-industry experience, including financial services, wealth management, or compliance-constrained infrastructure
- Experience migrating from a managed PaaS to self-managed infrastructure
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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