Savvy Wealth
Wealth management
Engineer-TechnicalStaff
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Engineer - Technical Staff at Savvy Wealth”
What You'll Achieve.
Ship meaningful product work; Ship platform improvements; Grow into deeper ownership
Industry & Context.
How You'll Work.
Team & Collaboration
Cross-functionally; Fast-moving startup environment; Product; Design; Data; Business stakeholders
Full Job Description
ABOUT SAVVY WEALTH: 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 $5.1 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: Savvy is hiring an Engineer to help us build the future of AI-powered wealth management. Our platform is where AI meets fiduciary advice, and the engineers who build it are product-minded, technically sharp, and know how to put AI to work in the code they ship, not just the tools they use to write it. You'll own meaningful product and platform work, ship things that advisors rely on every day, and grow into deeper ownership over time. Responsibilities: - Build and ship product features and platform improvements across our stack, from advis
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