Top Tech Jobs & Startup Jobs in NYC, NY

Lead product strategy and roadmap development at a high-growth fintech startup. Identify market opportunities, conduct customer and market research, define product requirements and success metrics, and partner with engineering, design, and business teams to deliver products end to end. Own prioritization, execution, messaging, measurement, and cross-functional alignment while helping expand Savvy’s wealth management platform and AI-powered offerings.

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.

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.

Own complex advisor book transitions from planning through account transfers and handoff, including repapering, ACATs, NIGO resolution, QA, and custodian coordination. Allocate onboarding work, monitor portfolio health, resolve escalations, coach transition specialists, and support the onboarding manager. Maintain playbooks, improve processes, build AI-enabled automations, report risks, and lead pre-go-live planning with advisors, sales, and product teams.

Leads and develops Savvy’s Strategic Growth Managers, driving revenue performance, sales strategy, forecasting, pipeline health, hiring, coaching, and accountability. Partners with executive, marketing, SDR, product, and operations teams to improve acquisition and conversion. Supports complex negotiations, refines sales playbooks, and advises leadership on growth initiatives in a fast-paced, high-growth environment.

Own the full consultative sales process for recruiting high-producing financial advisors to Savvy. Partner with SDRs, qualify prospects, identify business needs, deliver platform presentations, customize pricing and compensation proposals, manage complex deals, maintain sales activity in internal tools, and report pipeline forecasts to leadership. The role carries quota, involves $200K–$1M+ ARR deals, and requires influencing senior decision-makers through significant business transitions.

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.

Provide day-to-day operational and administrative support to multiple advisors, executing client requests, onboarding, investment transactions, billing, and reporting. Maintain client data in Salesforce and ensure compliance while improving internal procedures and collaborating with Product and Operations to shape Savvy's client servicing function.

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.