Senior Platform Engineer - Technical Staff

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York™ (2026)

• Great Place to Work Certified™
  

THE ROLE

Savvy is hiring a Senior Engineer to lead the design and delivery of complex product and platform work. Our platform is where AI meets fiduciary advice, and the senior engineers who build it don't just use AI to go faster, they make decisions about where AI belongs in the system, how to build it reliably, and how to raise the team's ability to do the same. You'll own end-to-end delivery of high-impact projects, establish engineering patterns for the team, and help define how our platform evolves as we scale.

WHAT YOU'LL DO

• Establish engineering patterns and standards for the team: how we build, test, observe, and iterate across both product and platform work.

• Apply and champion AI tooling (Claude Code, Codex, Cursor) to accelerate your own output and raise the team's velocity.

• Drive architectural decisions (data models, service boundaries, system tradeoffs) and communicate them clearly to technical and non-technical stakeholders.

• Mentor engineers, give substantive feedback, and be a go-to resource for technical judgment across the team.

• Partner with Product and Design to shape scope and de-risk execution on high-ambiguity problems.

• Work directly with our customers (financial advisors) to understand their workflows and bring that context into how you build.

SENIOR ENGINEER EXPECTATIONS

As a Senior Engineer on the Technical Staff team, you will own the design and delivery of complex features and systems, establish best practices, and lead projects end-to-end with minimal direction.

• Lead medium-to-large projects from scoping through production: define the approach, manage dependencies, and communicate progress clearly to stakeholders.

• Make good architectural decisions across product and platform work - and document them in a way that the team can learn from.

• Raise code and system quality through design reviews, RFCs, and strong testing and observability standards.

• Stay consistently ahead of the curve on AI tooling and model capabilities. Be able to translate this into concrete decisions: what to build with AI, how to build it reliably, and where it's not worth the complexity.

• Mentor engineers on technical and product judgment as they develop.

• Has strong product instincts and exercises them: engineers at Savvy own outcomes, not just tasks.

MUST HAVE

• Track record of leading projects end-to-end with measurable business impact: you've taken ambiguous problems from 0 to production and held the quality bar throughout.

• Hands-on experience incorporating AI into products or systems you've shipped: you apply tools like Claude Code, Codex, or Cursor aggressively in your own workflow. You understand the design tradeoffs (prompt reliability, latency, cost, failure modes) not just the happy path.

• Strong infrastructure/platform engineering depth: Modern development ecosystem fluency: CI/CD pipelines, IaaS (AWS/GCP), and observability platforms (Datadog, Honeycomb, etc.). Strong experience with k8s and Terraform is a big plus.

• Strong system design instincts: you think carefully about data models, service boundaries, failure modes, and how systems hold up at scale - we are at a point where we constantly think about tradeoffs surrounding velocity and scaling.

• Strong technical communication: you write clearly, give effective feedback, and collaborate well across functions in a startup environment.

NICE TO HAVE

• Fintech domain knowledge: financial services, wealth management, regulatory compliance, or financial data integrations.

• Experience with LLM evaluation frameworks (RAGAs, LangSmith, custom harnesses) and a systematic approach to measuring reliability.

• Experience with vector databases, embedding pipelines, or retrieval-augmented generation at production scale.

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)