Senior Platform Engineer - Technical Staff

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

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

• Lead the design and delivery of complex product features and platform systems, from scoping and architecture through production and iteration.

• 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 full-stack or platform engineering depth: we use Rails, React, Next.js, PostgreSQL, and GraphQL; you're comfortable across the stack or have the engineering depth to close gaps fast.

• Strong system design instincts: you think carefully about data models, service boundaries, failure modes, and how systems hold up at scale.

• 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.

• Modern development ecosystem fluency: macOS toolchains, CI/CD pipelines, IaaS (AWS/GCP), and observability platforms (Datadog, Honeycomb, etc.).

• 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), vision related benefits (XP 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)