Job Description
Job Description
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:
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Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.
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Produce high-quality, production-ready, readable, maintainable code
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Work cross functionally with product leadership, design, and business partners to deliver the best product.
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Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays.
Must have:
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3+ years building web applications with experience shipping features in production environments
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Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases
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Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills
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Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)
Nice to have:
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Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
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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:
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Competitive salary and equity package
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Unlimited PTO + paid company holidays
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Access to best in class medical, dental, and vision plans
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Company 401(k), Commuter, and HSA/FSA plans
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NYC office in the heart of Manhattan
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Lunch, dinner, and snacks provided in the office
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Parental leave coverage (8 weeks) and support (Tilt)
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Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
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Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $165K - $201K