Jobs at Savvy

The Brokerage Operations Manager at Savvy is responsible for managing the day-to-day operations and client support for financial advisors. This role involves overseeing the back-office functions, ensuring smooth client service, and supporting advisors in growing their businesses.

Revenue Enablement Lead at Savvy, a wealth management company. This role focuses on empowering the sales team by leveraging AI tools like Claude and developing internal AI agents to drive revenue growth.

Savvy is hiring a Senior Revenue Operations Manager to partner with their sales team. This role will own and scale the CRM infrastructure, pipeline tooling, and AI-native analytics layer, working closely with AEs, SDRs, and sales leadership.

Savvy is hiring a Senior Engineer - Technical Staff. This role is remote and focuses on building and enhancing Savvy's AI-native wealth management platform. The company is a Series C startup with a focus on AI and has received several recognitions for its growth and culture.

Senior Developer Experience Engineer at Savvy. This role focuses on enhancing the developer experience within the company, leveraging AI tools like Claude. The engineer will contribute to an AI-native wealth management platform.

Principal Wealth Advisor at Savvy, a remote role. This position empowers experienced financial advisors to build their practices by handling back-office operations and providing AI-powered tools, allowing advisors to focus on client relationships.

The Strategic Growth Manager (Account Executive) at Savvy is responsible for driving growth within the wealth management industry. This role involves partnering with experienced financial advisors to help them scale their businesses using Savvy's proprietary technology and support systems.

Senior Strategic Growth Associate at Savvy, focused on advisor recruiting. This role involves partnering with experienced financial advisors to help them grow their businesses by leveraging Savvy's proprietary tech platform, client portal, marketing, investment management, and client services teams.

Savvy is seeking a Senior Brokerage Operations Manager to oversee and optimize the operational aspects of their wealth management platform. This role involves managing day-to-day operations and support for financial advisors, ensuring efficient client service delivery.

Savvy is hiring a Senior Product Manager for their Family Office offering. This role will focus on developing and enhancing services that manage a family's entire financial life, including taxes, estate planning, trusts, insurance, and giving.

Senior Manager, Client Marketing at Savvy. This role is responsible for client marketing initiatives within a wealth management company that leverages AI. The company is a Series B startup experiencing rapid growth.

Senior Client Associate at Savvy Wealth, a remote role on the West Coast. This position involves running day-to-day operations and client support for financial advisors, leveraging AI tools like Claude.

Senior Client Associate at Savvy, a wealth management technology company. This role involves running day-to-day operations and client support for financial advisors. The company utilizes AI extensively in its platform and internal operations.

Senior Agent Harness Engineer at Savvy. This role involves building AI agents in-house, leveraging tools like Claude, and contributing to Savvy's AI-native approach to wealth management.

Product Manager at Savvy, a wealth management technology company. This role involves shaping the product strategy and execution for Savvy's AI-native platform, which aims to modernize financial advisory services. The Product Manager will contribute to a company experiencing rapid growth and backed by significant venture capital.