Top Tech Jobs & Startup Jobs in NYC, NY

Serve as the investment strategy resource for financial advisors by evaluating portfolios, identifying opportunities, building tax-aware proposals, and supporting client meetings. Manage account implementation from proposal through investment, including transition plans, trades, and model assignments. Explain investment strategies, markets, and portfolio positioning; train advisor groups; create educational materials; and partner with technology, marketing, and operations teams to improve workflows using AI and automation.

Owns revenue operations for the sales organization, including Salesforce administration, CRM governance, pipeline analytics, lead routing, territory design, data quality, AI-native GTM tool evaluation, call coaching systems, and sales reporting. Partners closely with sales, marketing operations, and finance to improve processes, maintain accurate data, and scale the go-to-market infrastructure.

Leads and scales the Advisor Implementation function, overseeing advisor transitions onto Savvy’s platform. Responsibilities include hiring and managing teams, developing enterprise and mid-market implementation motions, coordinating cross-functional deployment workstreams, defining KPIs and capacity models, partnering with Growth on complex deals, improving handoffs, and applying AI and automation to reduce manual work. Serves as the senior escalation point for high-stakes implementations and drives advisor enablement and adoption.

Leads and scales Savvy’s advisor onboarding function, overseeing enterprise and emerging-advisor implementations from contract signing through transition to Client Experience. Responsibilities include team leadership, deployment playbooks, advisor enablement, cross-functional program coordination, onboarding KPIs, capacity planning, sales partnership, handoff design, AI automation, and executive escalations.

Lead three engineering teams building an AI-powered wealth management platform. Responsibilities include delivery ownership, engineering coaching, hiring, technical quality, architecture, code review, AI tooling adoption, and cross-functional collaboration with Product and Design. The role manages a remote LATAM team while working in person at the NYC headquarters and requires strong full-stack or platform engineering expertise.

Own Savvy’s end-to-end financial and operational data architecture, including centralized modeling, governance, metric definitions, data quality, reconciliation, reporting automation, and self-service BI adoption. Partner with finance, operations, compliance, engineering, and executives to establish durable data systems and technical direction. Help shape and scale the company’s data function and potentially build an early-stage team.

Lead complex onboarding and advisor transitions from planning through post-join asset transition. Coordinate Compliance, Legal, IT, Client Service, Product, and Marketing teams; train advisors; monitor progress and risks; accelerate revenue; and improve scalable onboarding processes through playbooks, templates, and cross-functional process enhancements.

Own Platform Services’ operating rhythm, planning, metrics, and cross-functional initiatives. Lead quarterly planning, capacity modeling, documentation, workflow improvements, and Advisor Success support. Identify repetitive work and use AI, automation, data, and process redesign to improve efficiency and scale. Build analyses and reporting to guide prioritization, resourcing, and operational decisions in a fast-growing environment.

Own a product area end to end, including customer discovery, vision, roadmap, prototyping, execution, launch, adoption, and business outcomes. Lead cross-functional teams across engineering, design, data, sales, marketing, and operations. Define metrics, write clear specifications, understand AI product development, and connect product decisions to pricing, unit economics, and go-to-market strategy.

Own go-to-market strategy for a new AI workflow product serving enterprise wealth management firms. Responsibilities include positioning, messaging, launches, buyer-specific narratives, sales enablement, competitive intelligence, customer proof points, case studies, thought leadership, and pricing input. The role partners closely with Product, deployment engineers, sales, and design partners to establish the product category and drive enterprise adoption.