Savvy Wealth is seeking a Senior Product Marketing Manager to lead full-funnel marketing for its AI-powered wealth management platform, drive GTM for Savvy Intelligence, and own product launches. This hybrid role is based in New York City with a salary range of $165K-$200K plus equity.
Savvy Wealth is seeking a Director of Revenue Strategy and Operations to lead the full revenue operations mandate, including GTM strategy, systems governance, sales process design, and post-sales operations. The role involves managing a team and partnering with Sales, Marketing, Finance, and executive leadership. Hybrid role in NYC.
Savvy Wealth, a Series B fintech company, is reinventing wealth management with an AI-native platform. The Client Marketing Associate will execute and optimize marketing campaigns for financial advisors, managing multiple relationships and leveraging AI tools to improve performance.
Savvy Wealth is reinventing wealth management with an AI-native platform. As a Product Designer, you'll own the end-to-end journey for advisors and clients, designing intuitive interfaces that turn complex financial data into clarity and confidence.
Savvy Wealth is hiring a Senior Manager, Marketing Operations to lead the Client Marketing team and build AI-leveraged systems to scale advisor marketing. The role involves operationalizing workflows, driving efficiency, and owning the operating model.
Savvy Wealth is seeking a Senior Client Associate to serve as an operational partner to multiple advisors, providing exceptional client service and administrative support. This remote role requires 2+ years of experience at an RIA, with responsibilities including client tasks, onboarding, and data management. Compensation is $65K-$75K with equity and bonus.
Savvy Wealth is seeking a Director of Revenue Strategy & Operations to lead GTM strategy, sales operations, and post-sales operations. The role involves managing a team, governing the GTM tech stack, and partnering with AI/engineering to build internal tooling. This is a hybrid role based in New York City.
Senior Manager, Client Marketing at Savvy Wealth: own the quality, scalability, and strategic direction of the client marketing function, lead a team, and leverage AI and automation to scale bespoke client marketing for financial advisors.
Senior Product Designer at Savvy Wealth, a fintech company, to lead design for complex workflows, AI integration, and high-trust experiences for advisors and clients.
Savvy Wealth seeks a Senior IT Operations Specialist to deliver exceptional IT support for internal teams and financial advisors. The role involves managing SaaS platforms, executing advisor migrations, and maintaining office infrastructure in a fast-paced, AI-driven environment.
Savvy is an AI-native wealth management platform seeking an Advisor Success Manager to partner with financial advisors, ensuring they have the support and tools needed to succeed. This role drives advisor satisfaction, product adoption, and retention while collaborating with cross-functional teams.
Investment Operations Associate at Savvy Wealth, supporting operational infrastructure for centralized investment platform. Responsibilities include account setup, trade-error processing, reconciliations, audits, and using AI-powered tools. Requires 3-5 years experience in investment operations.
Savvy Wealth is a Series B fintech company reinventing wealth management. The Senior Revenue Operations Manager will own the operational layer for the sales team, including CRM infrastructure, pipeline governance, analytics, and territory design. This role requires 5+ years of RevOps experience and hands-on Salesforce skills.
Savvy Wealth is hiring a Senior Engineering Manager to lead three engineering teams building an AI-native platform for wealth management. The role involves managing distributed teams, staying hands-on with code, and partnering with product and design. Based in NYC office, hybrid.
Savvy Wealth is a Series B fintech startup reinventing wealth management with an AI-native platform. We're hiring a Senior Product Designer to reimagine financial infrastructure and lead complex end-to-end design initiatives.
Savvy Wealth is a fintech company reinventing wealth management with an AI-native platform. They are hiring a Senior Platform Engineer to lead the design and delivery of complex product and platform work, focusing on AI integration and mentoring. This is a hybrid role based in New York City.
Savvy Wealth is hiring a Senior Engineer to lead design and delivery of complex product and platform work in AI-powered wealth management. This hybrid role in NYC involves driving architectural decisions, mentoring engineers, and applying AI tooling. Compensation range $175K–$230K.
Savvy Wealth is hiring a Manager, Strategic Growth to lead a remote team of Strategic Growth Associates (outbound SDRs) in generating qualified leads. This role focuses on coaching, operational rigor, and AI workflows to scale pipeline generation. The position is hybrid in NYC with a salary range of $200K-$250K plus equity and commission.
Savvy is hiring an Engineer to build the future of AI-powered wealth management. You'll own meaningful product and platform work, shipping features that advisors rely on daily. Join a fast-growing Series B company with 500% YoY growth.
The Brokerage Operations Manager will own day-to-day operations for Savvy's broker-dealer, ensuring seamless execution, reconciliation, and regulatory compliance. This role requires building and running end-to-end operational workflows, managing account and cashiering operations, and supporting legal/compliance. The ideal candidate has 3-5 years experience in investment banking, consulting, or fintech startups.
