What you'll do
- Collaborate directly with financial advisors and internal teams to understand onboarding needs and build custom solutions.
- Own the end-to-end product lifecycle from discovery through deployment and iteration for advisor-focused initiatives.
- Write high-quality, maintainable, production-ready code balancing urgent customer needs with long-term scalability.
- Partner closely with Product, Design, and Operations to translate real customer feedback into platform improvements.
- Travel 2-4 times per quarter within the US for customer migrations and collaboration, with a hybrid onsite schedule.
What you should know
- This role requires working in a fast-moving, ambiguous startup environment with direct customer interaction.
- Candidates should be comfortable balancing rapid delivery with maintainable engineering practices.
- The position involves frequent cross-functional collaboration and travel for onsite customer engagements.
- Applicants will have the opportunity to impact a high-growth fintech platform transforming wealth management.
- The work environment supports a hybrid onsite schedule with core days in the NYC office and remote flexibility.
About the company
- Savvy Wealth operates in the wealth management fintech industry, focusing on modernizing financial advisor workflows.
- The company has raised over $105M from top-tier investors and has grown assets under management to $2.2 billion in under three years.
- Savvy emphasizes a digital-first, AI-powered platform to improve advisor efficiency and client experience.
- The team includes experienced founders and operators from Airbnb, Square, Brex, and other high-growth tech companies.
- Savvy is in a rapid growth phase, scaling product offerings and revenue with a strong product-market fit.
Key required skills
5+ years building and scaling production web applicationsFull-stack proficiency with Rails (preferred), React, and SQL databasesStrong experience with Excel, Google Sheets, and data manipulation toolsExcellent technical communication and collaboration skills in startup settingsAbility to work in customer-driven, ambiguous environments balancing speed and quality