Savvy Wealth

Revenue Operations

• Own the onboarding operating system. Map and optimize the end-to-end advisor onboarding journey from signature to payout and expansion
• Unify data & tooling. Drive a single source of truth for post-sale data in Salesforce (and adjacent systems).
• Workflow automation. Build and maintain automations for document collection, task orchestration, status alerts, and milestone tracking (e.g., Salesforce flows + Make/n8n/Zapier).
• Contracting & payouts support. Partner with Deal Desk/Finance on CLM/CPQ workflows, compensation/payout accuracy, and exception handling; design guardrails that reduce rework.
• Capacity & queue management. Stand up simple, visible queues and dashboards for onboarding throughput, aging, and blockers; balance work across internal and external resources.
• Enablement & runbooks. Create playbooks, definitions of done, and “one-pager” how-tos so Onboarding and Advisor Success teams can move fast without creating process debt.
• Insights & reporting. Ship executive-ready dashboards highlighting impact of projects and initiatives
• Cross-functional glue. Run light cadences (weekly stand-up, monthly review) and drive decision logs so Finance, Legal, Compliance, and Advisor Success stay aligned.

Revenue Operations Manager

Performance Marketing

• Develop and execute the end-to-end demand generation strategy for our B2B advisor recruiting motion, aligning with pipeline and revenue goals.
• Own and manage multi-channel campaigns, including paid social, SEM, email marketing, content syndication, webinars, and virtual/in-person events.
• Build, test, and optimize lead nurturing programs and marketing automation workflows to move prospects through the funnel.
• Partner closely with the Strategic Growth (Sales) team to ensure seamless lead handoff, optimize the MQL-to-SQL conversion rate, and gather feedback on lead quality.
• Collaborate with Product Marketing to leverage core platform messaging and sales enablement resources (decks, one-pagers) for your campaigns.
• Work with the Content team to develop a content strategy that fuels the acquisition funnel (e.g., whitepapers, case studies, blog posts, webinar topics).
• Measure, analyze, and report on campaign performance, pipeline contribution, and ROI, providing actionable insights for continuous improvement.
• Manage the marketing tech stack (Marketing Automation, CRM, analytics tools) to ensure operational efficiency and data integrity.

Demand Generation Lead, Advisor GTM

Product Manager

• Identify the best market opportunities for the business to pursue and create a compelling product vision & strategy around pursuing the opportunities.
• Determine and articulate the actionable plan that will incrementally improve the product towards the product vision.
• Build and continuously update the roadmap with a clear prioritization framework and rationale to meet the goals set out.
• Research the market, customer, and the customer’s problem by keeping up to date on industry news & trends, participating in user research and discovery calls, collaborating on customer surveys, and synthesizing the firehose of customer feedback.
• Write product specifications for everyone to align on the problem to be solved, goal(s), scope of work, success metrics, project plan, and other relevant information to help engineers, designers, and cross-functional team members develop the product.
• Own projects on the roadmap end-to-end to ship high-quality products for our customers.
• Work with engineers and designers to drive projects to completion, unblocking any issues that come up along the way.
• Come up with the right messaging for products for each relevant audience (end customer, marketing, sales, etc.)
• Evaluate whether products have been successful in achieving their goals using metrics and feedback.
• Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.
• Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.

Senior Product Manager

Growth Marketing

• Directly manage, coach, and support a team of Strategic Growth Managers to achieve and exceed individual and team targets.
• Partner with the Chief Growth Officer to set performance expectations, drive accountability, and establish a culture of excellence.
• Recruit, hire, and retain top talent while creating career development opportunities for the team.
• Conduct regular 1:1s, pipeline reviews, and performance check-ins, ensuring the team is consistently improving and motivated.
• Work with the Chief Growth Officer to define and refine sales strategy, territory allocation, and team priorities.
• Own team-level revenue forecasts and provide visibility to executive leadership.
• Ensure effective adoption of sales playbooks, processes, and tools to drive consistency across the team.
• Step in to support Strategic Growth Managers on complex or high-value negotiations as needed.

Director, Strategic Growth

Product Marketing

• Develop and own the core messaging and positioning for the Savvy Wealth platform, targeting prospective financial advisors.
• Translate complex investment strategies into clear, advisor- and client-ready messaging and narratives.
• Build go-to-market strategies to advisors and their clients that establish Savvy Wealth Investment Management as a leader in advisor-focused solutions.
• Lead the GTM strategy and launch for new service lines, including tax, estate planning, and our broker-dealer offering.
• Partner with cross-functional teams to develop sales enablement resources (decks, one-pagers, battle cards, messaging docs).
• Create scalable content and GTM frameworks to support future product launches across all business lines.
• Lead key launch moments that build Savvy’s credibility in the investment management space.

Senior Product Marketing Manager

Technical Recruiter

• Lead full-cycle recruiting for technical roles (Engineering, Product, Design, Data), from intake to offer.
• Partner with engineering and product leaders to define role requirements and build clear, compelling candidate profiles.
• Develop and execute creative sourcing strategies to attract top technical talent in highly competitive markets.
• Demonstrate a strong track record of closing great engineering talent, effectively influencing candidates through competitive processes.
• Deliver a world-class candidate experience that reflects Savvy’s culture and values at every stage.
• Build and document scalable recruiting workflows, tools, and templates to drive speed and consistency.
• Track and report on recruiting KPIs (time to fill, source of hire, pipeline health, diversity metrics) to inform leadership decisions.
• Coach hiring managers and interview teams on structured interviewing, evaluation, and closing best practices.
• Act as a talent advisor to technical leadership and influencing hiring decisions with market insights and data.

Senior Technical Recruiter

Controller

• Own the full monthly close across broker-dealer and advisory entities, including GAAP financials, reconciliations, and variance analysis.
• Lead revenue recognition for advisory fees, brokerage activity, and intercompany allocations.
• Oversee collections, AR/AP operations, and cash management with a focus on client fund flows and regulatory requirements.
• Manage regulatory and external audits, working closely with FINRA, SEC, and tax/compliance partners.
• Drive accounting system improvements, including migration from QuickBooks to NetSuite, and implement broker-dealer specific controls.
• Establish and enforce internal policies to ensure regulatory compliance, risk management, and accuracy.
• Partner cross-functionally with Finance, Product, Operations, and Leadership to provide financial insights that support advisor adoption and platform scalability.
• Support firm-wide budgeting, forecasting, variance analysis, and board-level reporting.

Financial Planning and Analysis

• Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting.
• Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians.
• Manage daily investment operations requests and tasks, ensuring timely and accurate execution.
• Implement new accounts into SWIM and execute rebalances for advisors.
• Support bulk implementations to accelerate advisor adoption of SWIM.
• Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models.
• Streamline and improve investment operations workflows to enhance scalability and efficiency.

Investment Operations Associate

Operations

• Support a hybrid macOS/Windows environment, including ticketing, troubleshooting, and be a part of the on-call rotation
• Work closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences. Clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholders.
• Support the IT provisioning and de-provisioning process for employees, including account creation, platform setup, endpoint allocation, and access management.
• Maintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras).
• Develop, document, and improve scalable IT processes, policies, and user-facing resources.
• Support SaaS vendor relationships, coordinate with external vendors for IT equipment procurement, service agreements, and renewals.
• Take ownership of small and large projects, and act as an escalation point for technical issues prior to escalating to leadership or other teams

Senior IT Operations Specialist

Recruitment

• Own the systems, tools, data, and coordination that make our hiring engine run
• Partner closely with recruiters, hiring managers, and candidates to ensure a seamless process from first touch to onboarding
• Manage and optimize our ATS and recruiting tools, ensuring data accuracy, usability, and adoption
• Coordinate interviews for all open roles, delivering a flawless candidate experience and timely communication
• Build and maintain recruiting dashboards and reporting to provide actionable insights on pipeline health, time-to-fill, conversion rates, and source effectiveness
• Partner with recruiters on sourcing initiatives, generating qualified candidate lists, and tracking outreach results
• Create offer letters, ensure all pre-hire steps are completed, and support onboarding programs
• Document and improve recruiting processes, building repeatable workflows that scale with the company

Recruiting Operations Specialist

People Operations

• Lead PEO transition: fully migrate payroll, benefits administration, and compliance from the PEO into our HRIS with a seamless cutover, zero pay errors, and minimal employee disruption
• Run payroll and benefits: own day-to-day administration, audits, and employee support across payroll, benefits, and compliance
• Elevate onboarding: manage and improve onboarding to ensure 100% of new hires are set up for success in their first 30 days
• Build and maintain people policies that are compliant, accessible, and easy to understand
• Drive engagement: support recognition and employee experience programs
• Strengthen infrastructure: maintain accurate systems, reporting, and processes that scale with growth
• Partner across the company: touch every function to shape the employee experience and operational backbone

Senior People Operations Generalist

Onboarding Specialist

• Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy
• Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff and optimize advisor onboarding with key milestones that maximize impact in the first 90 days
• Enable Early Adoption: Deliver initial training and resources to empower advisors to quickly leverage Savvy’s software, tools, and financial products
• Deliver Speed to Revenue: Drive revenue results by onboarding advisors quickly and act as day-to-day contact during transition
• Balance several onboarding and activation processes while maintaining clear communications with stakeholders
• Monitor and report on transition progress and potential risk situations; coordinate with the Client Servicing Team to ensure smooth client account transitions
• Solve complex problems and build scalable processes; contribute to improving existing processes
• Work cross-functionally across Advisory, Operations, Growth, Product, and Marketing; report to the Head of Advisor Success

Onboarding Manager

Customer Success Manager

About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
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.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
The Role: As Head of Customer Success, you will own the experience, satisfaction, and growth of the financial advisors who partner with us.
Responsibilities: Lead, mentor, and scale the Advisor Success organization, including Advisor Experience, Advisor Activation, and Client Experience teams.
Define and deliver an exceptional advisor experience across onboarding, client transitions, ongoing servicing, and long-term success.
Partner cross-functionally with Product, Growth, and Operations to translate advisor needs into product features, process improvements, and new services.
Drive advisor satisfaction, retention, and growth through proactive engagement, product enablement, and wallet-share initiatives.
Develop and operationalize scalable processes and systems that enhance advisor experience while maintaining efficiency.
Establish success metrics and KPIs to track advisor outcomes, team performance, and program effectiveness.
Serve as an executive sponsor for advisors, providing direct support for strategic accounts and escalations.
Foster a culture of excellence, accountability, and customer obsession across the Advisor Success team.

Head of Customer Success

Product Designer

• 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.
• Savvy is changing that, 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.
• Savvy has raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors.
• 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!
• The Role
• In this crucial role, you will work closely with the product team to shape the future of wealth management.
• You will be responsible for delivering thoughtfully crafted experiences for financial advisors and their clients, managing and mentoring a team of two product designers, and contributing to the product leadership team to help define the roadmap.
• The ideal candidate is a proactive, people-oriented designer who thrives in a fast-paced startup environment.
• This role reports to the CTO.
• Responsibilities:
• Help define the vision for an exceptional user experience and design at Savvy.
• Own projects end-to-end, shipping high-quality experiences for advisors and clients while navigating a fast-paced, ambiguous environment.
• Manage and mentor a team of two product designers, providing guidance on design practices, prioritization, strategy, and career development.
• Maintain a high bar across a generalist design skill set, from information architecture and content strategy to visual design.
• Collaborate closely with engineering and product leaders to define product vision, strategy, and roadmap.
• Lead research initiatives to understand the needs of financial advisors, leveraging insights to inform the product roadmap and design decisions.
• Occasionally contribute to brand and design projects, working alongside external design agencies to ensure a consistent and impactful brand presence.
• Must Have:
• 7+ years of experience as a product designer
• Experience mentoring product designers
• Ability to own the design process end-to-end
• Strong research and discovery skills
• Strong visual design and prototyping skills
• Excitement about ownership and the opportunity to have a meaningful impact
• Exceptional communication and interpersonal skills
• Ability to manage multiple projects simultaneously and meet deadlines
• Nice to Have:
• Experience working in fintech or B2B products
• Experience managing product designers
• Past professional experience at a high-growth tech startup
• Qualities:
• Problem Solving: Strong analytical and problem-solving skills, with the ability to think on your feet, handle objections in real-time, and interpret non-verbal cues to drive the design process forward.
• Communication: Outstanding communication and collaboration skills to work effectively across cross-functional teams. Exceptional presentation and storytelling abilities to distill complex information into a clear, compelling narrative.
• Fast Learner: A track record of quickly learning and leveraging various tools, third-party vendors, and other resources to get the job done. Ability to thrive in an ambiguous, fast-paced environment while managing multiple deadlines.
• Ownership Mindset: A self-starter with a low-ego attitude, willing to roll up your sleeves, sweat the details, and take full ownership of your work.
• Strategy: A strategic thinker who can operate at both a high level and an executional level, knowing when to focus on each.
• Leadership: Passion for shaping company culture and building a best-in-class team. Ability to hold others accountable and provide direct, constructive feedback, regardless of seniority.
• Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.