Software Engineer

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!

Responsibilities:

• Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.

• Produce high-quality, production-ready, readable, maintainable code

• Work cross functionally with product leadership, design, and business partners to deliver the best product.

Must have:

• 2-5 years building web applications with experience shipping features in production environments

• Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases

• Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills

• Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)

Nice to have:

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

• Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)

• 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)