Top Tech Jobs & Startup Jobs

Own Savvy’s end-to-end financial and operational data architecture, including centralized modeling, governance, metric definitions, data quality, reconciliation, reporting automation, and self-service BI adoption. Partner with finance, operations, compliance, engineering, and executives to establish durable data systems and technical direction. Help shape and scale the company’s data function and potentially build an early-stage team.

Lead complex onboarding and advisor transitions from planning through post-join asset transition. Coordinate Compliance, Legal, IT, Client Service, Product, and Marketing teams; train advisors; monitor progress and risks; accelerate revenue; and improve scalable onboarding processes through playbooks, templates, and cross-functional process enhancements.

Own complex advisor book transitions from planning through account transfers and handoff, including repapering, ACATs, NIGO resolution, QA, and custodian coordination. Allocate onboarding work, monitor portfolio health, resolve escalations, coach transition specialists, and support the onboarding manager. Maintain playbooks, improve processes, build AI-enabled automations, report risks, and lead pre-go-live planning with advisors, sales, and product teams.

Own Platform Services’ operating rhythm, planning, metrics, and cross-functional initiatives. Lead quarterly planning, capacity modeling, documentation, workflow improvements, and Advisor Success support. Identify repetitive work and use AI, automation, data, and process redesign to improve efficiency and scale. Build analyses and reporting to guide prioritization, resourcing, and operational decisions in a fast-growing environment.

Own marketing strategy and campaign execution for a portfolio of financial advisor clients. Lead strategy sessions, manage client relationships, execute email, social, digital, and event campaigns, track performance and budgets, and coordinate with marketing, operations, and design teams. Use AI and marketing tools to improve content and workflow efficiency while managing multiple priorities, timelines, and accounts.

Own a product area end to end, including customer discovery, vision, roadmap, prototyping, execution, launch, adoption, and business outcomes. Lead cross-functional teams across engineering, design, data, sales, marketing, and operations. Define metrics, write clear specifications, understand AI product development, and connect product decisions to pricing, unit economics, and go-to-market strategy.

Own go-to-market strategy for a new AI workflow product serving enterprise wealth management firms. Responsibilities include positioning, messaging, launches, buyer-specific narratives, sales enablement, competitive intelligence, customer proof points, case studies, thought leadership, and pricing input. The role partners closely with Product, deployment engineers, sales, and design partners to establish the product category and drive enterprise adoption.

Own Savvy’s finance systems, data integrity, reconciliation workflows, reporting automation, and financial controls. The role connects CRM, billing, CPQ, commissions, payments, custodian, and ERP data; builds dashboards and automation using AI, scripting, SQL, and spreadsheets; improves revenue and cash-flow visibility; documents architecture and controls; supports audits; and partners with Data on requirements and deployments. This is an individual contributor role requiring strong finance operations, systems integration, analytical, and automation expertise.

Leads and develops Savvy’s Strategic Growth Managers, driving revenue performance, sales strategy, forecasting, pipeline health, hiring, coaching, and accountability. Partners with executive, marketing, SDR, product, and operations teams to improve acquisition and conversion. Supports complex negotiations, refines sales playbooks, and advises leadership on growth initiatives in a fast-paced, high-growth environment.

Own full-cycle recruiting searches across GTM, Operations, and G&A, from intake through offer and close. Build targeted sourcing pipelines, conduct candidate screens, advise hiring managers on talent markets and hiring decisions, manage interview processes, and guide offers. Use AI tools, pipeline data, and Ashby to improve recruiting workflows, reporting, employer branding, structured interviewing, referrals, and candidate experience.