Jobs at Savvy Wealth

The Client Marketing Associate executes and optimizes marketing campaigns for financial advisors, managing advisor relationships and leveraging AI tools to enhance efficiency and campaign performance.

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.

Design end-to-end experiences for financial advisors, clients, and operations. Lead discovery, research, prototyping, and high-fidelity execution. Incorporate AI tools, leverage the design system, and ensure solutions account for advisor workflows, operational clarity, and sensitive financial moments.

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.

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.

The Senior Product Designer leads the end-to-end client experience design, creating intuitive financial interfaces, optimizing for service and using AI to enhance products through research and collaboration.

Own day-to-day broker-dealer operations including trade lifecycle, reconciliation, cashiering, regulatory reporting, and exception management. Build SOPs, quality controls, and AI-driven automation to scale processes; partner with Investment Operations, Legal & Compliance, Product/Engineering, and third-party vendors.

Manage day-to-day relationships with a portfolio of financial advisors to drive platform adoption, retention, and expansion. Onboard and train advisors, identify churn risk, deliver enablement programs, gather advisor feedback for cross-functional teams, and improve processes to scale advisor-facing operations.

Provide high-touch IT support for employees and external advisors across macOS and Windows. Manage Google Workspace administration, SaaS platforms, identity and access, device provisioning/MDM, DNS and email authentication, office networking/AV, and IT vendor relationships. Lead advisor migrations, document runbooks in Notion, automate lifecycle processes, and act as escalation for technical issues while maintaining SLAs and strong stakeholder communication.

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.

The Manager, Strategic Growth will lead a remote team of Strategic Growth Associates focused on recruiting financial advisors. Responsibilities include team management, optimization of recruitment strategies, and working with leadership to enhance the sales cycle.

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.

Support Savvy's centralized investment platform by managing account and custodian setup, SMA onboarding, trade-permission reviews, trade-error processing, alternative-investment operations, reconciliations, audits, and platform maintenance. Collaborate with Trading, Client Service, Billing, Compliance, and external partners. Operate and improve internal automation and AI tools and help develop procedures and controls to meet FINRA/SEC requirements.

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