Savvy Wealth

Research Analyst

• Drive macro and market research with speed and conviction, leveraging AI tools to go deeper and faster
• Support portfolio construction and ongoing enhancements across Savvy Total Portfolios (STP), direct indexing, options overlays, and other offerings
• Produce thought leadership content, including market recaps, Portfolio Perspectives, and ad hoc research memos
• Develop advisor-facing materials and presentations that translate investment insights into clear, actionable narratives
• Partner closely with Engineering, Product, and Design (EPD) to build and improve investment tools, dashboards, and analytics
• Translate investment concepts into product requirements, helping engineers build intuitive and impactful advisor experiences
• Proactively identify and own opportunities to improve portfolio insights, reporting, and advisor workflows across the platform, with an automation-first mindset
• Contribute to the ongoing development and scaling of Savvy’s investment platform

Marketing

• Translate advisor goals and often loosely defined requests into clear, actionable marketing plans and campaigns
• Execute marketing initiatives across channels including email, social, digital, and events
• Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency
• Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts
• Track and report on campaign performance, identifying opportunities to improve results
• Monitor timelines and ensure campaigns are launched accurately and on schedule
• Track campaign performance against budget and identify opportunities to improve efficiency
• Collaborate with internal teams (marketing, operations, design) to execute campaigns effectively
• Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
• Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Client Marketing Associate

Operations

• Own and evolve the operating model for our broker-dealer entity, including service, supervision support, onboarding, maintenance, trading, and money movement.
• Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of B-D Operations.
• Act as a cross-functional operator across the Company, identifying inefficiencies, aligning stakeholders, and driving execution across Operations, Product, Engineering, Finance, and Compliance
• Map, redesign, and standardize core workflows including client onboarding / ACATs / account opening, KYC/AML, suitability, Reg BI and advisory documentation, trading, rebalancing, cash management, and billing feeds, client service requests and lifecycle maintenance, advisor transitions and rep onboarding
• Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance.
• Partner closely with Savvy’s Engineering, Product, and Design teams to identify and implement appropriate platform improvements to support the growth of Savvy’s BD entity.
• Work closely with the CCO and FINOP to ensure adherence to FINRA rules and broker-dealer regulatory obligations.
• Implement supervisory tools and technology for broker-dealer oversight, including email and trade surveillance systems.

Senior Fintech Strategy & Ops Manager

Full-stack Engineer

• Build AI-powered product features for advisors and Savvy operations teams (e.g., copilots, skilled agents, automations, summarization, routing, extraction, recommendations), with a bias toward shipping quickly
• Rapidly prototype and deliver using modern AI tooling (e.g., Claude Code, OpenAI Codex, Cursor, Devin, etc.) while maintaining high engineering standards - from using individual tools to get work done all the way up to leveraging a complex orchestration layer to string together a dozen tools to get things done even faster
• Own the end-to-end product development lifecycle - identify opportunities, design solutions, ship to production, and iterate
• Produce production-grade, readable, maintainable code with good testing discipline
• Partner tightly with Product, Design, Data, and business stakeholders to define scope, de-risk execution, and deliver high-impact outcomes
• Work directly with our customers (financial advisors) to learn their workflows and needs directly from the source

Software Engineer, Applied AI – All Levels

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.
• Deliver a strong 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.
• Act as a talent advisor to technical leadership and influencing hiring decisions with market insights and data.
• Leverage AI-enabled sourcing tools and workflows to improve pipeline generation, candidate research, and outreach personalization.

Product Designer

• Design complex end-to-end experiences
• Partner with Product Management and own major initiatives from research and discovery through high-fidelity execution and launch
• Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities
• Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind
• Identify opportunities where AI can meaningfully enhance the product experience
• Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement
• Prioritize advisor presence, personalization, and clarity during moments of uncertainty or risk
• Leverage Savvy’s design system and established interaction patterns to create cohesive experiences
• Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration
• Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc)
• Translate research insights into clear product recommendations and design decisions
• Partner with product and engineering to define scope and priorities
• Contribute to a culture of thoughtful critique, high standards, and low ego collaboration

Senior Product Designer

Mechanical Engineer

• Build and ship product
• Own front-end implementation for our most design-forward and technically nuanced features, particularly those involving AI-driven and agentic experiences.
• Partner with product designers and engineers to bring complex interaction models, system behaviors, and UI patterns to production with high craft and fidelity.
• Operate as the connective tissue between design and engineering — ensuring that what we envision is what users experience, with no fidelity lost in translation.
• Own the design system as code
• Build, maintain, and evolve Savvy's design system as a production-grade component library that engineering ships with.
• Ensure the system scales to support emerging patterns for agentic workflows, dynamic content, and AI-native interfaces.
• Identify where existing patterns break down under new product demands and design, build, and ship thoughtful solutions.
• Prototype the future
• Build high-fidelity, functional prototypes that bring ambitious design concepts to life, especially for AI-driven and agentic product experiences.
• Partner with product designers to rapidly explore and validate new interaction models, system behaviors, and UI patterns before they enter the development pipeline.
• Use prototypes as a decision-making tool, helping leadership and cross-functional partners align around complex product directions with clarity and confidence.
• Evolve the design system
• Work at the platform level to extend and innovate on Savvy's design system, ensuring it supports emerging patterns for agentic workflows, dynamic content, and AI-native interfaces.
• Bridge the gap between design intent and engineering feasibility, creating system-level components and patterns that are both visionary and buildable.
• Identify where existing patterns break down under new product demands and propose thoughtful solutions.
• Partner across disciplines
• Collaborate closely with engineering to ensure your work integrates cleanly into our codebase and architectural patterns.
• Work with product management and design to identify high-value opportunities where your skillset can de-risk decisions or unlock new directions.
• Contribute to research and discovery efforts by building interactive stimuli for user testing and stakeholder review.
• Embrace and evolve our culture
• Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.
• Introduce and champion AI prototyping tools and workflows that help designers across the team move faster and explore more boldly.
• Run workshops, share frameworks, and pair with designers to build their confidence working with code and AI tools.
• Foster a culture where experimentation is low-cost and high-signal — making it easy for anyone on the team to test an idea before committing to it.
• Share learnings, tools, and AI-driven workflows that elevate the broader design and product team.
• Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.
• Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.

Design Engineer

• Own and improve CI/CD pipelines to enable confident, low-friction deployments that work consistently across services and environments
• Build and maintain local and cloud development environments so engineers can spin up, test, and debug changes with minimal setup or surprises
• Standardize alerting, metrics, and logging across systems to enable quick diagnosis and reduce firefighting time
• Systematically identify and resolve developer experience pain points: slow tests, flaky builds, unclear failures, and missing documentation
• Introduce strategic automation (e.g., test selection, release validation, infrastructure checks) where it clearly improves velocity or safety
• Leverage AI to accelerate engineering workflows, from code review and test generation to infrastructure management
• Partner with product engineering teams to drive adoption of platform improvements through trust and collaboration, not mandates

Senior Software Engineer, Platform

Financial Planning and Analysis

• Identify and explore potential AI and automation applications that reduce manual effort and increase reliability of AR and cash reconciliation workflows, prioritize opportunities to support rapid AUM and advisor growth.
• Develop advanced models, scripts, and workflows (AI-enabled workflows, scripting tools, SQL, Google Sheets).
• Identify structural weaknesses in current workflows and proactively redesign them.
• Create structured intake and prioritization frameworks for Finance data requests.
• Operate with extreme precision and attention to detail in high-stakes financial environments; ensure documentation, controls, and auditability across all finance data systems.
• Serve as the primary Finance counterpart to our Data team, collaborate with leaders from different departments to secure alignment for reporting.
• Drive the execution to completion, from planning, scoping + defining, to deployment.
• Use AI to build reporting infrastructure for revenue, AR aging, cash flow, and collections cycle time that spans multiple data-sources (custodians (e.g., Schwab, Fidelity), Salesforce, ERP, and internal systems).

Senior Manager – Finance Data, AI

• 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.

Senior Software Engineer

Director

• Own and lead the Client Experience function, including hiring, training, performance management, and organizational design for a rapidly scaling service team.
• Define and execute a Client Experience strategy that balances advisor satisfaction, end-client outcomes, and Savvy’s business goals.
• Design, standardize, and continuously improve core client servicing workflows to reduce cycle time, rework, and operational cost while maintaining high service quality.
• Establish and own service-level KPIs and OKRs, including CSAT, SLA adherence, reassignments, churn, and cost-to-serve metrics.
• Drive adoption of tooling, automation, and AI-enabled solutions to improve Client Servicing effectiveness and service scalability, in close partnership with Product and Engineering.
• Partner cross-functionally with Product, Engineering, Operations, and advisors to influence roadmaps, prioritize initiatives, and ensure smooth rollout and adoption of new tools and processes.
• Foster a high-performance, low-churn team culture that emphasizes accountability, continuous improvement, and customer-centric decision-making.
• Serve as the senior escalation point for complex client servicing issues, ensuring issues are resolved effectively while improving underlying systems and processes.

Director of Client Experience

Revenue Operations

• Run the full comp cycle: own performance tracking, plan rule maintenance, auditable calculations, and quarter-end close.
• Build and maintain self-serve comp calculators.
• Publish communications to reps and managers.
• Coordinate with Finance to track actual performance against plan.
• Evolve Savvy’s pricing strategy & calculator.
• Design a data structure and automations into the calculator.
• Operate a lightweight deal-desk rhythm.
• Generate and manage contracts in our contracting tool (PandaDoc).
• Partner with Legal to keep multiple templates up-to-date.
• Design the contract clause schema and a scalable calculation engine.
• Build the workflow from Finance revenue inputs to payout outputs.
• Identify performance/accuracy risks.
• Be the Spreadsheet/SQL/AI power user for stable tools.
• Implement compensation tracking software for the Growth organization.
• Partner on CPQ, contract automation, and developing compensation plans.
• Maintain clear documentation so processes survive growth and handoffs.