Jobs at Savvy Wealth

Own the developer and coding-agent experience across the organization. Build cloud coding workflows, improve CI, testing, local development, debugging, delivery, repository structure, agent context, and internal skills systems. Measure outcomes using developer productivity and agent evaluations, establish standards, improve adoption, and partner with infrastructure and security teams on safe agent autonomy. This hands-on platform engineering role requires building production software, researching developer needs, and implementing durable improvements.

The Senior Revenue Operations Manager will lead operations for the sales team, focusing on pipeline governance, CRM data hygiene, analytics, and tool assessments, particularly with AI-native solutions.

Own Savvy’s enablement engine for Sales and Operations by designing onboarding, ramp, recurring training, certifications, coaching, and performance interventions. Partner with leaders and subject-matter experts to translate complex products and processes into engaging, practical learning. Diagnose capability gaps, measure ramp and productivity outcomes, build scalable knowledge systems, and use AI to personalize simulations, coaching, and learning content.

Lead product strategy and roadmap development at a high-growth fintech startup. Identify market opportunities, conduct customer and market research, define product requirements and success metrics, and partner with engineering, design, and business teams to deliver products end to end. Own prioritization, execution, messaging, measurement, and cross-functional alignment while helping expand Savvy’s wealth management platform and AI-powered offerings.

Lead three engineering teams to deliver product and platform work where AI meets fiduciary advice. Own delivery health, coach and grow engineers, drive hiring, review complex code and architecture, champion AI tooling, and partner with Product and Design to de-risk ambiguous projects while managing a hybrid NYC in-person and LATAM remote team.

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 design and delivery of complex product and platform features, establish engineering patterns, drive architecture and system design, mentor engineers, apply AI tooling to accelerate development, partner with Product/Design, and work with customers to inform building decisions.

Manage end-to-end advisor transitions onto Savvy's platform: prepare and validate paperwork, run data validation, coordinate with custodians/vendors/internal teams, communicate with advisors, monitor progress, and improve transition processes to scale operations.

Own the full consultative sales process for recruiting high-producing financial advisors to Savvy. Partner with SDRs, qualify prospects, identify business needs, deliver platform presentations, customize pricing and compensation proposals, manage complex deals, maintain sales activity in internal tools, and report pipeline forecasts to leadership. The role carries quota, involves $200K–$1M+ ARR deals, and requires influencing senior decision-makers through significant business transitions.

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.

Provide day-to-day operational and administrative support to multiple advisors, executing client requests, onboarding, investment transactions, billing, and reporting. Maintain client data in Salesforce and ensure compliance while improving internal procedures and collaborating with Product and Operations to shape Savvy's client servicing function.

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

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.