Senior Engineering Manager leading product - focused engineering teams at Savvy Wealth. Driving project execution and team development while scaling a modern wealth management platform.
SW
Savvy Wealth
Currently Hiring
About the company
➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice.
Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.
Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.
Disclosure: Savvy Wealth, Inc.
is a tech company and the parent company of Savvy Advisors, Inc.
All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”).
The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice.
The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels.
The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
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15 jobs found
Senior Software Engineer leading product development and team collaboration on an advisor - centric wealth management platform. Building scalable solutions to improve efficiency and client experience.
Senior IT Operations Manager at Savvy overseeing internal IT systems and onboarding staff. Leading IT processes and providing technical support in a fast - paced fintech environment.
Software Engineer responsible for developing web applications and collaborating with cross - functional teams in a fintech environment. Aiming to modernize human financial advice through innovative technology solutions.
Senior Operations Manager designing and scaling operations for a fintech platform. Streamlining workflows and ensuring compliance with broker - dealer obligations in a hybrid work environment.
Design Engineer creating innovative prototypes at Savvy Wealth, modernizing financial advisory solutions. Collaborating with cross - functional teams to explore AI - driven design and engineering integration.
Senior Product Designer creating intuitive client experiences at Savvy Wealth. Designing complex systems and collaborating with cross - functional teams to enhance financial advisory services.
Advisory Operations Manager overseeing billing, reporting, and custodial relationships in a fintech startup. Driving process efficiency and operational improvements in wealth management for financial advisors.
Head of Wealth Management Operations at Savvy, modernizing wealth management through technology. Lead operations across RIA and broker - dealer, enhancing advisor and client experiences.
Senior Manager, AI Solutions leading AI and automation initiatives for Savvy Wealth. Collaborating with functional leaders to drive meaningful change and scaling operations through innovative solutions.
Advisor Experience Manager enhancing client success by partnering with financial advisors at Savvy. Focused on advisor satisfaction, product adoption, and driving engagement and retention strategies.
Marketing Manager responsible for directing marketing campaigns for Savvy's financial advisors. Collaborating on strategies and measuring campaign success for a modern wealth management platform.