Savvy Wealth, Inc.
About Savvy
About Savvy :
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 $2.2 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
Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.
Produce high-quality, production-ready, readable, maintainable code
Work cross functionally with product leadership, design, and business partners to deliver the best product.
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 building and scaling web applications with demonstrated impact in production environments
Strong full-stack proficiency including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases
Proven collaboration abilities in cross-functional startup environments with mentoring experience and strong technical communication skills
System design expertise for scalable applications including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)
Nice to have
Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)
Additional Information Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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)
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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 $2.2 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
Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.
Produce high-quality, production-ready, readable, maintainable code
Work cross functionally with product leadership, design, and business partners to deliver the best product.
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 building and scaling web applications with demonstrated impact in production environments
Strong full-stack proficiency including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases
Proven collaboration abilities in cross-functional startup environments with mentoring experience and strong technical communication skills
System design expertise for scalable applications including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)
Nice to have
Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)
Additional Information Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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)
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