About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!

The Role:

The Senior Product Manager role is a high-impact role, you will operate in a very dynamic environment where you’ll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them.

Savvy is going vertical. We're going deeper, integrating directly with clearing firms in a way that fundamentally changes our business model and expands what is possible for advisors and their clients. This product area is transformative, impacting how we make money, what we control, and how we create and demonstrate value for advisors and clients. This role owns products for the financial infrastructure that makes this vision possible and unlocks the next chapter for growth.

You'll be the product owner at the table when we're negotiating API contracts with a legacy clearing firm, designing the workflows that move a client account from one custodian to another, and figuring out which pieces of regulated brokerage operations should be productized vs. handled by humans. Every decision is a business model decision: which trades route through our BD, which fees we capture and which workflows we own end-to-end vs. delegate to partners.

Almost no one in the market has built this; and the handful who have built robo-advisors. We're doing something harder: a modern brokerage experience for advisors (Robinhood/Betterment-grade UX with institutional-grade clearing) on top of infrastructure that was designed for a different era. You'll help us figure out what to keep, what to rebuild and what to invent.

Responsibilities:

• Own the financial infrastructure roadmap: Account opening, transfers, trading, money movement, statements, regulatory reporting — the full set of brokerage primitives across client, advisor, and operational surfaces. You'll decide what we build, what we buy, and what we white-label.

• Translate regulated operations into product: Compliance rules, supervisory workflows, OFAC screening, trade monitoring, revenue reporting and sharing; these are all requirements that shape the end state

• Drive partnerships at the working level: You'll be the product DRI on calls with our clearing firm's tech, ops, and compliance teams. Reading API specs, negotiating tier scope, designing product alongside workflows to deliver these deeper relationships

• Build new business models, not just features: Pricing, revenue share, fee schedules, capital allocation; these are product decisions you will help shape you're vertically integrating. You'll partner with the leadership team, finance, growth and operations to shape the business, not just the UI

• Cross-functional execution: Close partnership with engineering, design, ops, legal, and external partners to ship on regulated timelines. You unblock, you decide, you drive.

Must have:

• 5+ years of product management experience.

• 2+ years of experience at a high growth tech startup.

• Experience working at B2B fintech, technology-driven financial services, and/or wealth management technology companies.

• Experience working with engineers and designers in developing B2B software products.

• Led at least one successful product/business line at a high growth tech startup.

• Strong business, design, and technical sense.

Nice to have:

• Experience working at technology-enabled services companies.

• Experience working with broker-dealers and/or registered investment advisers and their respective compliance rules.

• BS or MS in computer science, engineering, or other technical degree.

• Previously a founder of a technology company or thinking about becoming a founder in the future.

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• 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)