Savvy Wealth

Savvy Wealth, a fast-growing RIA, is hiring an Engineer to build AI-powered wealth management products. You'll own full-stack development, use AI tools daily, and ship features that advisors rely on. Requires 3+ years experience and hybrid work in NYC.

Support investment operations for Savvy's centralized platform, including account setup, trade-error processing, reconciliations, and platform maintenance. Use AI-powered tools daily and collaborate with trading, compliance, and custodians. On-site in NYC.

Savvy Wealth is seeking a detail-obsessed Client Transition Specialist to manage end-to-end onboarding of advisors' books, ensuring seamless transitions with speed and precision. This role involves data preparation, paperwork validation, and coordination across custodians and internal teams.

Savvy Wealth is seeking a Business Operations Manager to own day-to-day operations for its broker-dealer, including brokerage, cashiering, and compliance workflows. The role involves building scalable processes, leveraging AI tools, and ensuring regulatory compliance in a fast-paced fintech startup.

Savvy is hiring a Senior Engineering Manager to lead three engineering teams building the platform where AI meets fiduciary advice. The role involves managing remote teams, staying hands-on with code, and driving technical and quality standards.

Savvy Wealth is seeking a Senior Engineer to lead complex product and platform work, set engineering standards, and drive AI adoption. The role involves end-to-end project ownership, mentoring, and working directly with financial advisors.

Savvy Wealth, a fast-growing AI-native RIA, seeks an Advisor Experience Manager to own relationships with financial advisors, drive adoption and retention, and shape the advisor-facing experience. This hybrid NYC role partners with cross-functional teams to ensure advisors have the support, training, and tools to succeed.

Savvy is hiring a Senior Manager, Client Marketing to lead and scale our embedded marketing services team, owning quality, scalability, and strategic direction while leveraging AI and automation to drive advisor growth.

Savvy Wealth is hiring a Senior IT Operations Specialist to support internal teams and financial advisors, manage hybrid macOS/Windows environments, and execute advisor migrations. The role requires strong DNS, Google Workspace, and MDM skills, with a focus on white-glove service and process automation.

Senior Revenue Operations Manager at Savvy Wealth, a Series B fintech company, responsible for owning the operational layer for sales: pipeline governance, CRM hygiene, analytics, tooling, and Salesforce administration. Partner with sales team to scale.

Lead the Client Marketing team at Savvy Wealth, re-engineering marketing operations into AI-leveraged, repeatable systems to scale advisor support and drive AUM-per-marketer efficiency. Own the operating model, metrics, and tooling while partnering with Product and Engineering.

Sales Development Manager role at Savvy Wealth, leading a remote team of Strategic Growth Associates to generate outbound pipeline for a fast-growing AI-native RIA. Focus on coaching, operational rigor, and AI workflows.

The Brokerage Operations Manager will own day-to-day operations for Savvy's broker-dealer, ensuring seamless execution, reconciliation, and regulatory compliance. This role will build scalable processes and leverage AI to improve efficiency as Savvy scales trade volume.

We are seeking a Senior Strategic Growth Associate to drive advisor recruiting at Savvy Wealth. The role involves prospecting and nurturing financial advisors with transferable books of business through digital and phone outreach.

Savvy Wealth is seeking a Senior Client Associate to provide operational and administrative support to financial advisors, ensuring exceptional client service. The role involves day-to-day operations, client onboarding, investment transactions, and collaboration with advisors. Ideal candidate has 2+ years in a similar role at an RIA or broker-dealer.

Savvy Wealth is hiring a Portfolio and Trading Associate to support daily trading, portfolio management, and adoption of the SWIM platform. This hands-on role involves executing trades, implementing new accounts, and improving operational processes. Requires 2+ years in wealth management and a Series 65 license.

Senior Platform Engineer at Savvy Wealth, an AI-native wealth management platform. Lead the design and delivery of complex product and platform work, establish engineering patterns, and drive architectural decisions. Requires strong infrastructure/platform depth and AI tooling experience.

Savvy Wealth is seeking a Client Marketing Associate to own marketing strategy for a portfolio of advisors, leveraging AI tools to drive campaigns across email, social, digital, and events. The role requires 2-5 years of experience and strong client relationship management.

Product Designer at Savvy Wealth, an AI-native wealth management platform. You'll design the interfaces and interactions that make wealth management intuitive, transparent, and personal, working on complex financial tools for advisors and clients.