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, 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!
The Role:
At Savvy, our mission is to reinvent wealth management by creating a modern, all-in-one technology platform that empowers advisors to provide the best experience for their clients. We are a hard-working team with a passion for building the future of finance.
We look for candidates who thrive in a culture like ours: we are individually entrepreneurial, mission-focused with a bias towards action. We seek people who are willing to get scrappy while keeping an eye on the big picture.
Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s wealth managers to ensure we are providing a best-in-class service to clients while driving critical business outcomes. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts.
Who You Are:
You’ve got positive energy. You’re optimistic about the future and determined to get there.
You’re never tired of learning. You’re able to self-teach new platforms and ways of working.
You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow.
You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month.
You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines.
You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.
The Operations team is a cross-functional team working across the whole company. You will directly report to the Head of Finance & Biz Ops, who is a partner to the leadership team at Savvy focusing on high-impact strategic projects.
Responsibilities:
Work directly with the Head of Finance & Biz Ops to build strong, long-term relationships with financial advisors and empower them to provide a best-in-class service to clients.
Champion Savvy’s value proposition and be able to clearly articulate the impact of our solutions to advisors
Be responsible for driving key business KPIs across software & financial product adoption and advisor satisfaction. Manage advisor retention and identify & reduce churn risk.
Ensure the advisor team feels fully supported by and is taking advantage of Savvy’s robust offerings.
Identify opportunities for deeper engagement by fostering a strong feedback loop with Savvy’s advisors; serve as the voice of the advisors to provide actionable feedback to cross-functional stakeholders.
Establish ongoing and evergreen programming and training to increase software and financial product utilization.
Collaborate with the sales team to ensure a smooth transition on handoffs; optimize advisor onboarding with key milestones that maximize impact in the first 90 days.
Balance several projects while remaining flexible and adaptive in a rapidly evolving environment.
Passion to do whatever it takes to solve complex problems and build scalable processes.
Contribute to improving our capabilities by enhancing existing processes.
Must have:
3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management.
Extremely strong interpersonal skills. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors.
Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs.
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset.
Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality product.
Passion for solving complex problems and building scalable processes.
Comfort working in a high growth, constantly changing environment.
Adept at quickly learning and adopting new technologies.
Nice to have:
Prior work experience in the Wealth Management industry
Prior work experience at a high-growth start up
Prior experience in the services industry
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:
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)