Top Tech Jobs & Startup Jobs

Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.

The Investment Operations & Trading Associate will manage daily trading and portfolio management, ensure operational excellence, and drive adoption of the SWIM platform.

The Director of Revenue Operations will lead GTM strategy, manage revenue forecasting, oversee tech stack governance, and enhance post-sales processes.

Lead product discovery, strategy, and execution for advisor-facing features in a high-growth fintech. Identify market opportunities, build roadmaps, write specs, run experiments, partner with engineering and design, and measure product success with metrics and customer feedback.

Lead and scale an embedded Client Marketing team supporting financial advisors. Own strategic planning, capacity and performance systems, campaign quality and playbooks, paid media program strategy and budgets, cross-functional partnerships, and drive AI and automation adoption to grow advisor businesses while maintaining service quality.

Lead and scale the Client Marketing team by building repeatable, AI-leveraged playbooks, templates, and agentic workflows. Own operating model, tooling evaluation, data instrumentation, cross-functional partnerships, and metrics to drive AUM-per-marketer efficiency while maintaining service quality and representing marketing to top prospects.

The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.

Lead marketing for Savvy Wealth Investment Management, developing strategies to productize investment services for advisors and clients, and creating essential sales tools.

Lead design and delivery of complex product and platform systems, champion AI tooling, set engineering patterns and standards, drive architectural decisions, mentor engineers, partner with Product and Design, and work with customers to inform product decisions.

Build and ship advisor-facing and platform features across the stack, using AI-assisted development. Own end-to-end delivery: scoping, implementation, testing, production deployment, and iteration. Collaborate with Product, Design, Data, and customers (financial advisors) to deliver high-impact, production-quality software.