Savvy
Open positions
Product Manager
Product Manager at Savvy Wealth, an AI-native wealth-management platform for independent financial advisors. The PM identifies market opportunities, sets product vision and roadmap, writes specs, and drives B2B/B2B2C software projects end-to-end with engineering and design, using AI tools like Claude and Cursor in the workflow.
Head of Client Marketing
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Director, Revenue Accounting
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Advisory Operations Manager
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Strategy & Operations Manager - Brokerage
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Sr. Deployment Strategist
Senior Deployment Strategist at Savvy Wealth, a fintech RIA platform, leading enterprise advisor onboarding and transitions from planning through implementation, coordinating across Compliance, Legal, IT, Client Service, and Product, and building scalable onboarding playbooks.
Senior Strategy & Operations Manager - Brokerage
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Senior Manager, Finance Systems & Data
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Senior Strategy & Operations Manager - Finance
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Senior Compensation Operations Manager
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy…
Senior Product Manager
Senior Product Manager at Savvy Wealth, an AI-native wealth-management platform for independent financial advisors. The PM identifies market opportunities, sets product vision and roadmap, writes specs, and drives B2B software projects end-to-end with engineering and design, using AI tools like Claude and Cursor in the workflow.