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.
  
  

• 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)
  
  

• 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)
  
  

• 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)