ABOUT SAVVY WEALTH:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
Responsibilities:
- Work directly with advisors and internal stakeholders to understand onboarding requirements, migrate data, and build custom solutions that accelerate their success on Savvy
- Own the end-to-end product lifecycle of these initiatives from discovery and design through implementation, deployment, and iteration
- Produce high-quality, maintainable, production-ready code that balances customer urgency with long-term scalability
- Partner closely with Product, Design, and Operations teams to translate real customer needs into platform improvements
- Debug, diagnose, and resolve live issues in collaboration with clients and internal teams
- Contribute to tooling, automation, and process improvements that make future advisor migrations faster and more sustainable
- Travel within the United States as needed (approximately 2-4 times per quarter) for customer migrations and collaboration sessions, typically 2 days each
- Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays
Must have:
- 5+ years of experience building and scaling production web applications
- Strong full-stack proficiency including web frameworks (Rails preferred), front-end frameworks and libraries (React preferred), and SQL databases
- Strong experience with Excel, Google Sheets, and other tools to collect and mutate data in customer-friendly formats
- Proven ability to collaborate in fast-moving, cross-functional startup environments with excellent technical communication skills
- Comfort working in ambiguous, customer-driven environments and balancing rapid delivery with maintainable engineering
Nice to have:
- Experience in fintech or wealth management, especially around data migration, integrations, or advisor operations
- Experience leveraging AI directly and various AI tools to translate data and integrate disparate systems, including those without APIs
- Prior customer-facing engineering experience (e.g., forward-deployed, professional services, or implementation engineering)
BENEFITS:
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)