Jobs at Savvy Wealth

The Accounting Manager will manage daily accounting operations, oversee month-end close processes, and implement AI tools for automation while preparing for audits.

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.

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.

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.

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

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.

The Advisor Onboarding Manager will oversee the onboarding process for financial advisors, ensuring effective implementation and customer satisfaction while driving revenue results through rapid advisor activation.

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.

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 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.

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.

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.